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Refresh sync for an organisation
Refresh sync for an organisation

How to manually kick off a sync for an organisation.

Updated over a month ago

Your Futrli data syncs with your integrated accounting software daily. In Futrli can you see how long ago data was last synced. If you want to manually refresh the sync of the data you can use the Sync now option.

There are three different places in Futrli where you can refresh a sync. Click the options below for more information.

Data Connection box on the homepage

  1. Click the Home tab.

  2. Under Data connection towards the right-hand side of the page, click Sync now.

    Screenshot of the home page in Futrli. There is a highlighted box around Data connection on the right of the page and and arrow pointing to the 'Sync now' option.

Chart of Accounts

  1. Click the Chart of Accounts tab.

  2. In the top right click Sync now.

    Screenshot of the Chart of Accounts page in Futrli. There's a box highlighting the 'Sync now' option in the top right.

Within a forecast

  1. View any forecast.

  2. When within a forecast click the Futrli logo in the top right.

  3. This tells you the last time the data was synced. Next to Data synced, click the refresh arrows to refresh the sync.

    Screenshot of the sync option within a forecast. There is an arrow pointing to the Futrli logo in the top right, then another arrow pointing to the refresh sync option.


📌TIP: If you have issues with your sync, you can use our Sync FAQ.

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