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