This article explains how to set up a new accounting connection for a multi-entity,  consolidated company in ScaleXP: 

1. Log in to ScaleXP:          app.scalexp.com 

Note:  If you need to create a new entity in the system, see How to create a new organisation in ScaleXP; add a company. 

2. If not already done, add an accounting connection to each of the new subsidiary entities:

 3. Move to the entity you wish to connect first.  To move between parent and subsidiaries, use the dropdown list in the box at the top right of your screen. 

4.Go to the page Load Data, Connections. Ensure you are in the desired entity (name in the box at the top right).  If not, use the dropdown menu in that box to select the correct one. Click on the large square button: + Add a Connection.

• Select the accounting system you use for that entity (for example, Xero, QuickBooks, Zoho Books) and follow the prompts to log into your system.
  • Be careful to select the correct entity to link from your accounting system - that is, the one which matches the description in the box at the top right of the page.

• Set the parameters for the data you wish to sync into ScaleXP:
  • Choose a Start Date for your Actuals (accounting data).  We recommend using the start of your financial year going 1-2 years back.
  • Choose the start date for your invoice data. Choose a date which includes the earliest sales invoice impacting the deferred revenue and customer analysis you wish to review in ScaleXP.
  • If you use Xero Tracking Codes or QuickBooks Classes and wish to have those imported to ScaleXP, turn on the toggle for Import tracking categories. To disable this at a later stage you will likely need to contact ScaleXP Support.
  • If you wish to import one or more budgets from your accounting system, select the Start Date for the budget(s) you wish to upload.
  • If your invoices use the American date format (Month/Day/Year), then change the Date Format default, initially set to the British/International system of Day/Month/Year.
  • Set the historical period you would like your daily data imports to sync to. We recommend 6 months for speed but this can be increased should you require.

• Click on the Sync button. The system will update you on data progress.
• Set your financial year start month:  If your financial year starts in a month other than January,  go to the Settings, Organisation Settings page and change it under the Financial section at the top of the page.  (Settings found is in the top black bar; Organisation settings is in the left sidebar of the Settings page).

Repeat this connection process for each of the entities to be consolidated. 

You are now ready to set up your P&L and Balance sheet and configure your customer revenue data.

See How to configure your P&L and Balance Sheet in ScaleXP (consolidated company) 

Also see Customers tab: where to configure and review revenue and customer information, MRR, ARR 

And Getting started with CRM data: How to report on CRM data in ScaleXP: Adding a new CRM connection - what do I get? 

You can set up reports, dashboards (charts and graphs), and presentations at any entity and/or consolidated level.  

At consolidated level, you can see data and set up reports across all the entities.  See Getting started with Reports:  how to create and edit a report.