Xero Power BI Integration using AI Agents

Appy Pie Automate allows you to Integrate Xero with Power BI using AI Agents

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  • Lightning Fast Setup
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About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

About Power BI

Microsoft Power BI is an interactive data visualization software product developed by Microsoft with a primary focus on business intelligence. It is part of the Microsoft Power Platform

Power BI Integrations
Simplify Xero Power BI Integration with seamless setup

Easily set up Xero Power BI Integration without coding. Start automating your workflows and Integrate Xero with Power BI today.

  • Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • New purchase order

    Triggered when a purchase order is created.

  • Updated Contact

    Triggered when you update an exiting contact.

  • Updated Quote

    Triggered when an exiting quote is updated.

  • Updated Sales Invoice

    Triggered when you update an exiting sales invoice. (Accounts Receivable)

  • Updated purchase order

    Triggered when an exiting purchase order is updated.

  • Watch Apps

    Triggers when a app is updated

  • Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • Copy a Report

    Copies an existing report.

  • Create Dashboard

    Creates a Dashboard in group

  • Delete a Report

    Delete a Report

  • Delete a dataset

    Delete a dataset

  • Get a Dashboard

    Gets metadata of a specified dashboard.

  • Get a Dashboard Tile

    Get a Dashboard Tile

  • Get a Dataset

    Gets metadata of a specified dataset.

  • Get a Report

    Gets metadata of a specified report.

  • Get an App

    Gets metadata of a specified app.

  • Get an App Dashboard

    Gets metadata of a specified app's dashboard.

  • Get an Apps Report

    Gets metadata of a specified app's report.

How Xero and Power BI Integrations Work

  1. Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Power BI as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Xero to Power BI.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 15, 2024, 7:07 pm
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