To import financial data from Xero, you will need login details with ‘Standard’ or ‘Advisor’ level permission.
These permission levels are granted or changed in the accounting system.
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Getting Started
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Achieve Business Outcomes
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Data and Integrations
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Most popular
- Customers tab: where to configure and review revenue and customer information, MRR, ARR
- Basic setup: Settings to configure when getting started
- How to add a budget or forecast
- How ScaleXP reads dates
- Prepaid Expenses: Best Practices and Quick Start Guide
- How to customize a chart
- Deferred Revenue Journal: How to write deferred revenue journals to Xero or QuickBooks
- How to configure your P&L and Balance Sheet in ScaleXP (single company)