You can integrate Futrli with a company in Xero. Once connected, Futrli pulls through data directly from the Xero organisation for all Futrli forecasting and reporting.
If you want to connect to Xero, this is done as you add an organisation.
📌TIP: You can use our steps below or you can view our interactive walkthrough.
When you select Connect to Xero, you're then prompted to log in using your Xero credentials. If you're already logged into Xero, you skip this step.
After you log in with your Xero credentials, select the organisation you want to integrate with, then click Allow access.
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.
You also receive an email to confirm the sync is complete.