You can integrate Futrli with a company in Sage Accounting. Once connected, Futrli pulls through data directly from the Sage Accounting organisation for all Futrli forecasting and reporting. You integrate with Sage Accounting when you add a new organisation.
📌TIP: You can use our steps below or use our interactive walkthrough.
When you first log in to Futrli, on the Organisations page, click Add new organisation.
If you're already within an organisation, click the organisation name in the top right, click Manage organisation, then click Add new organisation.
Next to Sage Accounting, click Connect.
Select your region, then log in using your Sage account credentials. If you're already logged into Sage, you skip this step.
After you log in with your Sage credentials, click Allow to authorise Futrli to be able to access your selected Sage Accounting companies.
Select the organisations you want to integrate with.
You're then redirected back to your Manage Organisations page where you see the new organisation and see that it is syncing.
When the initial sync is complete the sync status updates and shows as 'Synced'. You also receive an email to confirm the sync is complete.