Self-Onboarding: Step 1 – Connect Your Data Connecting your platforms to ScaleXP is necessary before you can proceed with any other steps. It is always recommended to...
Self-Onboarding: Step 2 – Configure Your Data With your data connected, the next critical step is to configure so you can view data the right way in...
Self-Onboarding: Step 3 – Clean Your Data With your data connected, and configured, you should spend considerable time reviewing, cleaning and validating the data. It is highly...
Self-Onboarding: Step 4 – Create your reports and dashboards With a baseline of connected, configured and clean data, you’re ready to build your repository of reports, dashboards and presentations...
How to connect a new organisation (single entity) To connect an existing ScaleXP company to your accounting system, 1. Log in to ScaleXP: app.scalexp.com If you...