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...
What level of QuickBooks do I need to import data? To import financial data from QuickBooks, you need to have Admin access. If you don’t have this level of access,...
How often is data imported? When is data synched? Data from the CRM system and all customer invoice information is imported everyday at 7am GMT. Data from the accounting...
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...
I want to view, add or disconnect the list of current connections. Your ScaleXP connections can be viewed or modified, and new ones added, in ‘Load Data‘, Connections. This is also where...