Subcategories

• How to add live metrics through Google Sheets

  This article explains how to add data to ScaleXP through Google Sheets for use in reporting. For using Google Sheets...

  August 4th, 2025 963 views 0 likes
• An Overview of Subscription Management and Renewal Tracking in ScaleXP: Getting Started with CRM Integration

    Overview: what you can do with your CRM integration with ScaleXP   This article explains how to configure your...

  July 14th, 2025 1019 views 1 likes
• ScaleXP CRM Integration Best Practices

  Using ScaleXP, you can connect your CRM deal data with accounting data, creating a single source of truth for revenue...

  July 14th, 2025 1038 views 1 likes
• CRM Integration: How to map CRM data in ScaleXP

    Getting started with ScaleXP CRM Integration See An Overview of Subscription Management and Renewal Tracking in ScaleXP: Getting Started...

  March 15th, 2026 886 views 1 likes
• Deal Tags: How to Add New Fields to Contracts and CRM Reporting

  What are Deal Tags? Deal tags are data specific to a CRM Deal/Opportunity. These can be mapped from any CRM...

  March 18th, 2026 149 views 0 likes
• Stripe Best Practices & Frequently Asked Questions

  How does ScaleXP's Stripe Integration Work?  ScaleXP's Stripe Integration acts as a bridge between Stripe and Xero or QuickBooks.  There...

  February 19th, 2026 308 views 0 likes
• How to set up ScaleXP Invoicing (Step 1): Installing the Invoicing module

  How to install ScaleXP invoicing in HubSpot WHAT YOU NEED TO GET STARTED A HubSpot login with permission to connect...

  July 14th, 2025 1518 views 0 likes
• ScaleXP Invoicing: (Step 2) Invoicing Setup and Data Mapping with HubSpot Invoicing

  This video assumes you have already installed ScaleXP Invoicing and explains how to use it to set up invoicing from...

  July 14th, 2025 1380 views 0 likes
• Data Fields for Advanced Reporting

    ScaleXP supports both accounting and CRM-based data fields to help you run more detailed reporting. These fields help you...

  March 22nd, 2026 150 views 0 likes
• How to Add Live Metrics Through Microsoft Excel

  ScaleXP lets you bring in data and KPIs that live outside your accounting system and CRM.  With the Microsoft Excel...

  April 10th, 2026 959 views 0 likes