Read this before you install, so you have the access, token and billing data in place for all four setup steps.
Connections
- Xero or QuickBooks Online connected to ScaleXP. See Getting started with Xero or Getting started with QuickBooks.
- Salesforce connected to ScaleXP. Go to Load Data > Connections > + Add a Connection and select Salesforce. If you have more than one entity, connect Salesforce in the parent organization. A single entity connects in its own organization.
- Your Salesforce currency matches the currency of your ScaleXP organization. ScaleXP supports one CRM connection per organization.
Access you need
- Salesforce administrator access, so you can install the package, create fields and edit the opportunity page. Only an administrator can install the package.
- To connect Xero, a Xero login with Standard or Adviser permission. For QuickBooks Online, Admin access. See What level of Xero access do I need to import data? and What level of QuickBooks do I need to import data?
- For the ScaleXP connection, a Salesforce user with API Enabled and read access to the Opportunity and Account objects, including any custom fields you plan to map. A dedicated integration user or a system administrator is recommended. See the section "What level of access does ScaleXP need to Salesforce?" in Salesforce FAQ: Access, the contracts page, and managing contracts.
Have ready
- Your tenant token. The ScaleXP team sends it to you. You paste it exactly as received, with no spaces or quotation marks.
Set up in Salesforce first
- Products with a SKU that matches the product in Xero or QuickBooks, and a price in your price book. Products are optional, but they let ScaleXP fill in invoices automatically.
- Four billing fields on the Opportunity Product object (or Quote Line, if you use quotes): billing start date, billing end date, contract term in months and billing frequency. If you already have fields for these, use those.
- Optional: a way to find the revenue account for each line, either products matched by SKU or a GL code field.
- If you want ScaleXP to create new customers for you: the account name, billing address and email filled in on your opportunities.
- See Step 2: Prepare Salesforce for ScaleXP Invoicing.
Decide before you start
- Which Salesforce field holds each invoice detail. You match them in Step 3: Map Salesforce fields to ScaleXP Invoicing. You can do this yourself or ask the ScaleXP team to help.
- Which Salesforce record types or types are New Customers and which are Renewals. Any not assigned to either are not visible in ScaleXP.
Next step
- Read Start here: Automate invoicing from Salesforce, then begin with Step 1: Install ScaleXP Invoicing in Salesforce.