Extra fields can be added using Google Sheets.

If you do not have access to Google Sheets, contact support@scalexp.com for assistance with other options.

Step 1 - Create input sheet

Go to the Customers tab and select “Customer Tags”

Copy the template

Select “Copy Template” and then “Make a Copy”

Rename the file.

You may also wish to move it to a shared drive and/or share it with other users in your company.

Return to the ScaleXP tab in your browser.

Click “Select Template.”

You will be asked to sign into your Google drive. 

Click to select the file (usually at the top left) and click “Select” button

Step 2 - Select your field names or data source

If you have a HubSpot Connection, select the HubSpot fields you wish to import here.  

You can choose any field which is a Deal Property in HubSpot.

Note: This is a one-time import only, not an automatic sync from HubSpot.

If you are using your own fields, input the names directly into the Google Sheet.

Open the sheet by clicking the “Open Sheet” button at the right.

Step 3 - Update your data

The sheet will automatically populate with your full customer list, ready for you to add up to two custom fields.

Rename the tag column headers and fill in your data.

Return to the ScaleXP tab in your browser.

Click Import to update the tag labels and data.

Step 4 - Report on your data 

Option 1 - Show Totals by Customer Tag

On the Customers tab, use Configure Report, “Show Totals By”  to show totals by Customer Tag.  

Option 2 - Filter by Customer Tag

On the Customers tab, use Configure Report, “Filters”, “Customer Tags” to filter by Customer Tag.

Click on Filters to show the options for filtering, including by Customer Tag.