Getting started with Xero We want to ensure that getting started with ScaleXP is quick and easy. As such, all new customers are onboarded...
Xero & ScaleXP data flow ScaleXP seamlessly integrates Xero and your CRM system (Salesforce or HubSpot) providing the best reporting solution for B2B and subscription...
How do I disconnect from Xero? Go to Settings > Connections. Select the ‘Disconnect’ button. Disconnecting your system removes ScaleXP’s permissions to that data in...
How to report on Xero Tracking Codes or Quick Books Classes in ScaleXP You can create a report showing tracking codes/classes in any of these three ways: In Reports, use the “New Report...