When Futrli is integrated with an accounting software, the system will synchronise the data automatically but you can resync manually yourself.
How often is the data synchronised?
Data will sync with your integrated accounting software daily.
Syncs shouldn’t take more than a couple of minutes, but can be quicker or slower depending on organisation size.
Where can I see the sync status?
You can view the sync status from Manage your organisations.
You can also see it from the Homepage, the Chart of Accounts tab, and from within a forecast page.
Where can I refresh the sync?
You can also refresh the sync manually from the following tabs if needed.
Data Connection box on the homepage
Data Connection box on the homepage
Click the Home tab.
Under Data connection towards the right-hand side of the page, click Sync now.
Chart of Accounts
Chart of Accounts
Click the Chart of Accounts tab.
In the top right, click Sync now.
Within a forecast
Within a forecast
From the Forecast tab, open any forecast.
Click the Futrli logo in the top right.
This tells you the last time the data was synced.
Next to Data synced, click the arrows to refresh the sync.
📎NOTE: If you’re using an Excel organisation, you can't sync the data but you can upload new values via the Update option.
📌TIP: If you have a sync error, you can reconnect from Manage Organisations.