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ScaleXP CRM data flow

ScaleXP seamlessly integrates your CRM (HubSpot, Salesforce) and your financial system (Xero, Sage, QuickBooks, etc.) providing the best reporting...

July 14th, 2025 438 views 0 likes
Key CRM Terms Explained

Understanding a few core CRM terms can make it much easier to manage deals, buildforecasts, and use automation tools like...

August 13th, 2025 381 views 0 likes
How to add a Contract

How to create a Contract in ScaleXP Using ScaleXP Invoicing ScaleXP Invoicing creates contracts in ScaleXP automatically. See how to...

August 7th, 2025 564 views 0 likes
How to add an invoice to a contract if you are not using ScaleXP Invoicing

See Updating Contracts: How to make changes to contracts in ScaleXP for an overview of making changes to contracts. To...

September 25th, 2025 361 views 0 likes
Stripe Best Practices & Frequently Asked Questions

How does ScaleXP's Stripe Integration Work? ScaleXP's Stripe Integration acts as a bridge between Stripe and Xero or QuickBooks. There...

February 19th, 2026 222 views 0 likes
How to download a Contracts report

On the Contracts page, select “Total Contract Value” Then download using the button at the top right of the page....

March 19th, 2026 62 views 0 likes