Managing how QuickBooks Online, Pipedrive and Xero numbers integrate into your Scenarios is quick and easy.
Click on the gear symbol to the right of the Scenario. A menu appears in which you can choose which service you would like to connect to.
Once you have selected the service, you can customize the type of data you would like to see in your scenario. You can choose invoices or bills in QuickBooks Online, records from Pipedrive, and invoices, bills or bank balances in Xero.
You can also choose the time period you would like to have the data imported in with each of these services.
Pro Tip: If you have several years of data to import, it could take some time for Dryrun to crunch the numbers. Consider only bringing in the data from the beginning of your current fiscal year. It's more relevant and imports much more quickly!