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          Xero Integration

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            • What level of Xero access do I need to import data?

              To import financial data from Xero, you will need login details with ‘Standard’ or ‘Advisor’ level permission.  These permission levels...

              July 14th, 2025 1 views 0 likes

            • Getting started with Xero

              We want to ensure that getting started with ScaleXP is quick and easy.  As such, all new customers are onboarded...

              July 14th, 2025 2 views 0 likes

            • Xero & ScaleXP data flow

              ScaleXP seamlessly integrates Xero and your CRM system (Salesforce or HubSpot) providing the best reporting solution for B2B and subscription...

              July 14th, 2025 1 views 0 likes

            • How do I disconnect from Xero?

              Disconnecting can be done within the Xero platform. Go to Settings > Connections. Select the ‘Disconnect’ button. Disconnecting your system...

              July 14th, 2025 views 0 likes

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