Connecting Xero to Looker Studio lets you turn raw platform data into a live, automated dashboard your whole team can access. This guide covers the complete setup process, the best metrics to track, and real dashboard examples you can copy.
Why Connect Xero to Looker Studio?
Most businesses that use Xero waste hours every week exporting CSVs, pasting data into spreadsheets, and manually building the same report. Connecting Xero to Looker Studio eliminates all of that — your data updates automatically, your team sees it in real time, and you never rebuild the same report again.
- Track Xero campaign performance alongside other marketing channels in a single unified view
- Automate your Xero reporting so stakeholders get daily updates without manual work
- Blend Xero data with CRM, revenue, or web analytics data for full-funnel reporting
- Build a Xero dashboard your whole team can access without needing platform access
How to Connect Xero to Looker Studio
Open Looker Studio and Create a New Report
Go to lookerstudio.google.com, click Create → Report, and then click Add data.
Find the Xero Connector
Search for "Xero" in the data connector panel. You may need to use a community connector if Xero is not listed natively — search the connector gallery at datastudio.google.com/data.
Authorize the Connection
Click Authorize and sign in to your Xero account. Grant the required permissions. Select the specific account, property, or dataset you want to pull data from.
Add Your First Charts
Once connected, drag dimensions and metrics from the data panel into your report. Start with a time-series chart showing your core Xero metric over the last 30 days.
Add Filters and Controls
Add a date range control and at least one dimension filter so viewers can drill into specific segments. This turns a static chart into an interactive report.
Key Xero Metrics to Include in Your Dashboard
When building a Xero dashboard, prioritise these metrics:
- Core Xero performance metrics (volume, trends, totals)
- Time-based breakdowns (daily, weekly, monthly)
- Segment performance (by campaign, audience, geography)
- Conversion and ROI metrics
- Benchmark comparisons over time
Pro Tips for Xero Dashboards
- Use blended data to combine Xero with revenue or CRM data for full-funnel reporting
- Set up scheduled email delivery so stakeholders get weekly snapshots automatically
- Create calculated fields for custom KPIs not available natively in Xero
- Add data freshness indicators so viewers know when data was last updated
Need a Xero + Looker Studio Dashboard Built for You?
DashboardDr has connected Xero to Looker Studio for dozens of businesses. We deliver a production-ready dashboard at a fixed price, in 1–3 weeks.
Ready to Build Your Looker Studio Dashboard?
If you'd like expert help setting this up, DashboardDr delivers fixed-price dashboards in 1–3 weeks. No hourly billing, no surprises.
Get a Free Quote → Free 30-min call · Fixed price · 1–3 week deliveryFrequently Asked Questions
Can Looker Studio send automatic email reports?
Yes. Looker Studio can schedule and send PDF or live-link reports by email on a daily, weekly, or monthly schedule — no manual work required.
How do I share a Looker Studio dashboard?
You can share dashboards via a link (view-only or edit), embed them in websites, or schedule email delivery. Access is managed through Google account permissions.
What is the difference between Looker Studio and Power BI?
Looker Studio is free and Google-native, ideal for businesses already using Google tools. Power BI is part of the Microsoft ecosystem and better suited for large enterprise teams on Windows/Office 365.
Can multiple people edit a Looker Studio dashboard at the same time?
Yes — Looker Studio supports collaborative editing, similar to Google Docs. Multiple editors can work on the same report simultaneously.
