Documentation
Xero integration
Connect your accounting system to fill in your opening position from real figures and compare closed months against plan. An optional input that grounds the model — never the engine behind it.
- Xero integration overview
Connecting Xero to bluprnts reads your real bank balance, invoices owed and year so far — an optional input that grounds the forecast, never the…
- Connect Xero
Authorise Xero in bluprnts, choose which organisation to read from, and understand what the connection card is telling you about the state of your…
- What Xero brings in
What bluprnts reads from Xero — your opening cash, debtors and creditors, plus company settings — and how to fill them into your model figure by…
- Map accounts
Decide where each Xero account lands in your bluprnts forecast — map the ones you want carried across, and leave the rest deliberately unset.
- Refresh & sync actuals
Refresh bluprnts' copy of your Xero data, read when it was last downloaded, and know when a stale ledger is making your comparison meaningless.
- Plan vs Actual
Compare what happened against what you planned in bluprnts, month by month, for every month that has closed since your forecast opened.
- Disconnect & troubleshoot Xero
Disconnect Xero from bluprnts, switch to a different organisation, and fix the connection problems that actually happen — lapsed access and stale…