Importing Actuals
Bring in actuals automatically from connected accounting tools or manually via Excel / CSV.
Once Xero is connected, ForezynPlan automatically imports your transaction data and maps it to your financial model's Actuals layer.
Sync frequency
A timer-triggered Azure Function orchestrates plan syncs by calling the SyncPlansUrl endpoint. Automatic syncs run on a schedule. For fresh data, trigger a manual sync from Settings → Integrations → Xero → Sync Now.
How the sync works
ForezynPlan uses Xero.AzureService — an Azure Functions-based async architecture. Tasks are dispatched via Azure Queue Storage (forezynplanxeroqueue). Import state is persisted in Azure Blob Storage (forezynplanxerodata) so large syncs can be resumed if interrupted. The service enforces minute-level and day-level rate limits from Xero's API, automatically re-queuing work when limits are hit. Configurable chunk execution timeouts prevent runaway operations.
What is synced
P&L synchronisation (mapped to Income, Cost of Sales, Employees, Operational Costs components), Balance Sheet items (mapped to Assets, Loans, Equity components), and Cash Flow data. ForezynPlan works at account summary level — individual invoices or bills are not imported.
Sync date range
By default, ForezynPlan syncs the last 24 months of Xero data. Change this from Settings → Integrations → Xero → Sync Settings. You can sync up to 5 years of history.
Viewing actuals in your model
In the model editor, toggle to 'Actuals' view (button next to the scenario selector). Actuals appear highlighted in a different colour. The dashboard shows variance analysis, and dedicated reports include actual vs. planned comparisons.