Xero Integration - Actuals not importing
Issue:
When trying to import your Actuals into Forecast 5 using the Xero integration, some or all figures are not pulling through.
Cause:
This could be due to lack of connection or locked accounts.
Solution:
1. Check that you have re-established the connection to Xero.
2. Check that your Xero settings have not locked the dates you are trying to import from:
- Login to Xero
- Go to Settings > Advanced Settings > Financial Settings
- Under Lock Dates, check that the lock dates are not after the date you are tying to import:
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