Subcategories

• ScaleXP CRM data flow

   ScaleXP seamlessly integrates your CRM (HubSpot, Salesforce)  and your financial system (Xero, Sage, QuickBooks, etc.) providing the best reporting solution...

  July 14th, 2025 661 views 0 likes
• Key CRM terms explained

  Understanding a few core CRM terms can make it much easier to manage deals, buildforecasts, and use automation tools like...

  August 13th, 2025 608 views 0 likes
• How to set up ScaleXP Invoicing (Step 1): Installing the invoicing module

  This guide covers connecting your HubSpot account to ScaleXP Invoicing, connecting Xero or QuickBooks, configuring the dashboard, adding the invoicing...

  July 14th, 2025 2288 views 0 likes
• How to set up ScaleXP Invoicing (Step 2): Setup and data mapping with HubSpot

  This guide covers mapping your HubSpot products to Xero or QuickBooks, creating invoices from a HubSpot deal, and optimizing your...

  July 14th, 2025 2006 views 0 likes
• ScaleXP Invoicing: Create QuickBooks Online invoices from HubSpot workflows

  This article covers all the settings and configuration you need in order to automatically create QuickBooks Online invoices direct from...

  March 22nd, 2026 239 views 0 likes