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- Connect your accountingHow to connect Xero, QuickBooks and Zoho Books to ScaleXP
- Connect ClaudeConnect Claude to ScaleXP with the MCP connector for read-only, plain-English access to your financial data and customer report exports
- When data syncsWhen accounting and budget data is imported into ScaleXP, how to run a manual sync, and how to change the import period.
- Sync nowSync now, refresh, or force an instant import of your accounting and CRM data, for one connection or all subsidiaries at once.
- Manage connectionsLearn how to manage your current connections easily by viewing, adding, or disconnecting them in just a few simple steps.