This article walks through the initial setup for renewals in ScaleXP: selecting your renewals pipeline in your CRM, and configuring default renewal dates and values, so every contract generates an accurate renewal automatically.
Renewals in ScaleXP are always based on ScaleXP Contracts. Before setting up renewals, confirm you are happy with your contract setup — see View your contracts: An overview of contracts in ScaleXP.
Part 1 — Select your renewals pipeline in your CRM
1. Open your CRM connection settings
This applies to HubSpot, Salesforce, and Pipedrive.
- Go to Load Data (top navigation) > Connections (left sidebar).
- Click the three-dot menu on your CRM connection, then select Configure.
- Scroll to Select pipelines to include.
- Under Renewals sales pipeline(s), use the dropdown to select every pipeline in your CRM that represents renewal deals.
- Save your changes.
Important: any pipeline not selected here will not be visible for reporting anywhere in ScaleXP.
For the full CRM field mapping — including Contract start date, Contract end date, and Renewal deal reference — see CRM integration: how to map CRM data in ScaleXP.
Part 2 — Configure your renewal defaults in ScaleXP
2. Set your default renewal settings
- Go to the Customers tab > Renewals (left sidebar).
- Open the Config section.
- Click the Settings menu (top right).
- Under Filter by accounts, select which nominal codes (GL accounts) to include in your renewal calculations — for example, exclude one-time setup fees or hardware.
- Under Default renewal %, set your expected renewal uplift or reduction — for example, set this to 110% if your net revenue retention is 110%.
- Under Set default date, enter the number of months' lag, if any, between a contract's end date and its renewal start date.
- Save your settings.