What data from Xero is shared with Forecastr?
Forecastr only pulls the data we need to create your company's account and keep the actuals for your financial model up to date.
A data diagram is shown below:
How do I disconnect from Xero?
If you want to disconnect, simply navigate to the Integrations page, click the kebab menu in the top right corner of your Xero integration, and then click "Disconnect".
What doesn’t our integration do?
We don't allow users to make changes to Xero's data from within Forecastr. All transactional/categorization/amount changes will need to be made directly within Xero.
When and how does data sync occur?
Xero data is updated daily by our integration partner Codat. Forecastr checks for new data from Codat daily as well. If you need to refresh your data, simply click the "Refresh" button on the integrations screen.
Written by Zack Pennington
Updated over a week ago