- Log in and open your Qlik Sense app, and click Data load editor from the top menu.
- Click Create new connection in the Data connection panel on the right.
- Select REST from the connector list.
- Enter an Xero API endpoint URL (for example, an invoices or accounts endpoint with your Xero tenant ID).
- In the request headers, add an Authorization header with your OAuth 2.0 Bearer token and an Xero-tenant-id header with your organization ID, then click Test connection to verify the request.
- Click Create to store the connection. You can now access the saved connection, browse the available tables, and select the ones you want to load into your app.
How to Integrate Qlik with Xero
Walk through this interactive demo to learn how to integrate Qlik with Xero.
📌 Why this matters
Why this matters
Xero is a widely used accounting platform for small and mid-sized businesses, holding invoice, expense, payroll, and bank reconciliation data that finance teams depend on daily. Loading Xero data into Qlik Sense lets finance and operations teams build custom reports that combine accounting records with sales, project, or operational data. This is especially valuable for businesses that need more advanced analysis or visualization than Xero's built-in reporting supports. Centralizing Xero data in Qlik keeps your financial dashboards accurate and reduces the manual effort of pulling and formatting reports from multiple sources.
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