To create or add a ScaleXP entity without also adding a live accounting integration, use the ScaleXP Google Sheets for Trial Balances to add data.
Data added via the Trial Balances connection will be available for use in consolidated reporting including all relevant metrics, reports, dashboards, and presentations.
How to add an entity via the Google Sheets Trial Balance connection.
Step 1. Set up the new entity in ScaleXP.
Go to https://app.scalexp.com/onboarding/organisation-info
- Fill in the entity's name
- Choose a currency
- Select the sector
- Select “1 company”
Step 2. Leave the setup page
leave the page when it says “connect”
Open a new window/tab with ScaleXP: app.scalexp.com/oauth/google-sheets-trial-balance
Step 3. Connect to Google Sheets Trial Balance sheet
Ensure you are in the new organisation (dropdown menu at top right)
Ensure you are on the Load Data tab, Google Sheets - Trial Balances.
Step 4: Copy the Google Sheet Template
Step 5: Enter your data
Step 6: Go back to ScaleXP and connect the Google Sheet.
Don't forget to share your GoogleSheet with anyone who might need to edit it
Sharing permissions for the Google Sheet operate independently from sharing permissions for ScaleXP and, by default, only the creator of the Google Sheet will be able to edit it.
Step 7. View your data. From here you can
- sync ("Import")
- open the Google Sheet to make changes and add data
- disconnect to add a different google sheet
Step 8. Configure your data
If this is part of a consolidated company:
- To add the new entity to an existing consolidated organisation, contact support@scalexp.com
- If already part of a consolidated setup in ScaleXP, follow the steps in How to configure your P&L and Balance Sheet in ScaleXP (consolidated company).
If this is a stand alone entity, see How to configure your P&L and Balance Sheet in ScaleXP (single company).
Done! Now you are ready to set up your reporting.
See these articles to help you get started: