Refreshing Your Xero Data

In order to ensure your data is up-to-date in Dryrun, you will need to refresh your data when you open a Forecast.

Click on Refresh Data at the top right of your Forecast. This will refresh all of your integrations in the Forecast at one time.

refresh your data in Dryrun

Clicking on the i icon will give you the date and time of your last refresh. (Click anywhere else on the screen to close the info pop-up.)refresh-info-icon

Refreshing Your Data in Individual Scenarios

If you want to only refresh a specific integration in a single Scenario, click on the icon for the data you want to refresh (ie. the Xero logo in the Deals Scenario and click on Save & Refresh.

Refresh scenario - Xero

 

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