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How to import your Futrli Advisor forecasts into Futrli Predict

To help with your migration from Futrli Advisor into Futrli Predict, we have provided a link between the two platforms to bring over forecasts you have created.

To utilise this functionality, please follow these steps.

Step one - create a Futrli Predict account

Make sure you have created your Futrli Predict account, and that you have added the organisation you're looking to recreate the forecasts for.

For help adding an organisation, please look at this guide: Add an organisation

Step two

You'll now need to create a forecast. This help guide runs through how to do that.

Once that forecast is created, click the Controls option in the top left:

Step three

You'll be prompted to log in with the details you use to access Futrli Advisor.

As well as the email and password, you will also need to select a region. For those in Australia and New Zealand, you will need to select the AU option. For all other users, the option you'll need to select will be EU.

Step four

Listed now will be all Futrli Advisor forecasts created against the organisation you're looking at.

Select the forecast in question. You'll see each prediction pulled through and listed under the account it was created against.

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