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Sync an Import template with your Futrli account
Sync an Import template with your Futrli account

How to bring the numbers from your template into your Futrli account

Updated over a week ago

To use one of the import templates and bring data into Futrli, you will have needed to:

If those tasks have been done, then it it is time to sync your populated template with your Futrli account.

This guide will walk through how to negotiate that final step of syncing your data with your Futrli account.

๐Ÿ” WALKTHROUGH: For a full walkthrough of how to import predictions into Futrli, click the GIF below โฌ‡๏ธ

What are the steps to sync the template to Futrli?

You will be ready to sync a template with Futrli providing you copied the template over to your Master Sheet, then populated the template with your data.

Please note

Remember, when adding data to a template, there are several rules that need to be followed:

  • This sheet has underlying formulas. If pasting data into the sheet, please paste values only.

  • Do not delete any rows or columns from the sheet.

  • Do not add any additional rows or columns.

  • If you require additional rows, please use a separate template.

Step one

Head into the Control Sheet within your Master Sheet. As prompted, add the name of your tab to the list of tabs. If successful, you'll see a confirmation message appear adjacent to the tab.


Step two

Next, navigate back into Futrli. The Sync button will need to be clicked.

Before confirming the correct information is being pulled through.


Step three

The last step is to see the figures showing in the forecast.

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