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Getting started with Xero

This guide walks you through connecting Xero to ScaleXP for the first time by checking your Xero user permissions, connecting...

July 14th, 2025 712 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 900 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 767 views 0 likes
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 708 views 0 likes
How to fix a Xero connection error in ScaleXP Invoicing

Sometimes Xero gets disconnected from ScaleXP Invoicing, leading to an error message saying "Connection Error." This can be either an...

July 14th, 2025 716 views 0 likes