If you are a Xero user, integrating your Xero organization with Futrli is simple and will result in your Xero data automatically syncing. 

In this guide, we'll run through how to set up an integration between your Xero organization and Futrli, how to import your data and what data is pulled into Futrli.

 

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How to integrate a Xero organization

There are two opportunities to link your Xero organization with Futrli.

During on-boarding: In the process of creating your Futrli account, you will integrate your data source. When requested, you'll need to select Xero as your data source. This will automatically direct you into Xero itself where you'll need to log in, select the organization in question and hit Allow access. You'll then be re-directed back into Futrli to complete your on-boarding.

In an account: If you already have an account up and running, adding an additional Xero organization is equally as simple. Start by locating the Settings, found by clicking the cog in the top right corner of the window:

 

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Within the Organization & data tab, find the option to Add a new organization. Give it a name then select your data source. When ready to proceed, click OK, I'm happy with this. This will automatically direct you into Xero itself where you'll need to log in, select the organization in question and hit Allow access. You'll then be re-directed back into Futrli where your organization will begin to sync. Once that has completed, you'll be notified!

 

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How to import your Xero data

Once you've integrated your Xero organization with Futrli, good news - you won't need to do anything else! Your organization will automatically sync every 12 hours, meaning your data will be nice and fresh! 

 

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What data is pulled into Futrli?

With Flow, the data that is pulled into Futrli is made available from Xero's invoices API. This means that any spending with an invoice will be included, with invoice information such as customer, payment terms and due date being used to create the posts you will see in your Actionfeed.

 

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How to remove an integration

If you wish to remove the integration between Xero and Futrli, you will need to navigate to the Settings via the cog in the top right corner of the window. You'll then need to hover over the organization in question and click Settings:

 

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In the next page, you'll find an option to Delete this organization. This will completely remove the integration between Xero and Futrli.

 

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Further information

If you'd like any further information or if you have any questions at all, our Support Team are always happy to help! You can reach them here!

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