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How do I use one of the Import templates?
How do I use one of the Import templates?

Learn how to add any template to your Master Sheet

Updated over a week ago

To use Futrli's Import functionality you'll need two things. A Master Sheet and a template. You can learn how to build your Master Sheet in this guide, once it's been created you'll be ready to use a template.

๐Ÿ” WALKTHROUGH: For a walkthrough of how to import predictions into a Futrli forecast, click the GIF below โฌ‡๏ธ

How to use a template

Any forecast can have numbers pulled in through the import feature.

Head into the forecast you'll be importing predictions into, then click to create a new prediction.

The steps you'll then need to take are:

Have you created a Master Sheet?

Each forecast will need a Master Sheet. Locate the importing homepage for the forecast by clicking New prediction, then Import templates.


If you have not created a Master Sheet, you'll see the link to create it.


If you have created one, you'll see a link to open it.


Ready to select a template?

Master Sheet all set up? Time to select the template you are going to use.

Click the Get the template link found under each template option.


Please note, this is the master copy, you will not be able to edit it. You will need to copy the template to your Master Sheet.

To copy it, right click on the tab in question, hover over Copy to, then select Existing spreadsheet.

Search for your Master Sheet and select it, then open it. You'll now see that template in a new tab.


Add your data

Once the template has been copied over to your Master Sheet, you can start populating it with data.

You can find guidance on specific templates in the Import section of the help centre.

Please note

  • This sheet has underlying formulas. If pasting data into the sheet, please paste values only.

  • Do not delete any rows or columns from the sheet.

  • Do not add any additional rows or columns.

  • If you require additional rows, please use a separate template.


Link the template back to Futrli

When the template is populated you can get it synced with Futrli. In the Master Sheet you'll find a Control sheet.

In that Control Sheet you'll find four steps, the third of which is a table. Type in the name of the tab you want to import into Futrli, just make sure it is exactly the same (copy and paste the tab name, if that's easier).

If everything is fine, you'll see confirmation show on the right of the table. When that shows, jump back into Futrli and hit Sync.


What templates are available?

You'll find all available templates within the Import section. All are listed below, please click the link for detailed instructions on how to populate the template in question.

UK Payroll - accurately calculate your staff costs, including PAYE, pensions, National Insurance, bonuses etc.

Australian Payroll - accurately calculate your staff costs forecasting, including PAYG, Medicare, Superannuation, commission etc.

NZ Payroll - accurately calculate your staff costs forecasting, including sales tax, Kiwisaver, commission etc.

Recurring Revenue - predict up to 10 streams of recurring revenue based on growth and churn assumptions.

Loan Amortization - if you are repaying loans or looking to take one out, use this to calculate repayments and interest.

Client Tracker - predict a combination of one off and monthly recurring revenue for up to 50 clients.

Grouped Payments - tell us about your accruals, prepayments or deferred revenue and we will handle the journals.

Invoice Discounting - if you are receiving payment via invoice discounting, use this to accurately predict costs and cash flows.

Custom Monthly - a blank template that lets you pull any monthly value directly into your cash flow.

Stock - predict cost of sales and related stock movements.

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