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 1282 views 0 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 346 views 0 likes
• Stripe integration overview

  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 635 views 0 likes
• Step 1: Install ScaleXP Invoicing in HubSpot

  Create your ScaleXP Invoicing account, connect HubSpot and your accounting system, and add the invoicing card to your deals. This...

  July 14th, 2025 2337 views 0 likes
• Step 2: Configure ScaleXP Invoicing

  Tell ScaleXP Invoicing how your team invoices. These settings apply to every invoice created from HubSpot. Complete Step 1: Install...

  July 14th, 2025 2042 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 understand...

  March 22nd, 2026 456 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 1221 views 0 likes