ScaleXP CRM data flow ScaleXP seamlessly integrates your CRM (HubSpot, Salesforce) and your financial system (Xero, Sage, QuickBooks, etc.) providing the best reporting solution...
What level of access do I need to import Hubspot data? Within Hubspot, you need to have the permission “App Marketplace Access” to allow you to import data to ScaleXP.
I want to add a renewals pipeline from Hubspot. To modify or add a renewals mapping, go to ‘Load Data‘, ‘Connections,‘ then click on the ‘More‘ icon (three horizontal...
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...
Getting started with CRM data: How to report on CRM data in ScaleXP: Adding a new CRM connection – what do I get? For information on how to connect ScaleXP to Hubspot or Salesforce and map sales pipelines and pipeline stages, see this...