Subcategories

• How to add live metrics through Google Sheets

  This article explains how to add data to ScaleXP through Google Sheets for use in reporting. For using Google Sheets...

  August 4th, 2025 1239 views 0 likes
• Deal tags: how to add new fields to contracts and CRM reporting

  What are Deal Tags? Deal tags are data specific to a CRM Deal/Opportunity. These can be mapped from any CRM...

  March 18th, 2026 318 views 0 likes
• Stripe integration overview

  How does ScaleXP's Stripe integration work?  ScaleXP's Stripe Integration acts as a bridge between Stripe and Xero or QuickBooks.  There...

  February 19th, 2026 597 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 2236 views 0 likes
• ScaleXP Invoicing: (Step 2) invoicing setup and data mapping with HubSpot invoicing

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

  July 14th, 2025 1970 views 0 likes
• Data fields for advanced reporting

    ScaleXP supports both accounting and CRM-based data fields to help you run more detailed reporting. These fields help you...

  March 22nd, 2026 411 views 0 likes
• How to add live metrics through Microsoft Excel

  ScaleXP lets you bring in data and KPIs that live outside your accounting system and CRM.  With the Microsoft Excel...

  April 10th, 2026 1196 views 0 likes