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. You integrate with Xero when you add a new organisation.
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 Xero, click Connect.
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 into Futrli where you'll see the new organisation 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.