This guide is for ScaleXP users who want to enrich their customer reports with their own attributes — such as parent/child customer, region, account manager, industry, or tier — so they can group, filter, and total customer data by fields that the accounting system does not hold.

You can add up to two custom fields, called customer tags, populated either from a connected CRM or from Google Sheets.

If you do not have access to Google Sheets and do not wish to use a connected CRM for customer tags, contact support@scalexp.com for help with other options.

Note: in a consolidated company, customer tags must be created at parent level only.

Part 1 — Create the input source

1. Open the customer tags page

Go to the Load Data tab, Connections, Customer Tags (see below).

Remember to do this at parent level for a consolidated company.

If you have a CRM connection, you will be asked to select Google Sheet or CRM for your data.

If you want to change the input source later, use the Settings cog at the top right of the page to reconfigure the data source.

2. Choose your data source

Option 1 — Select fields from your CRM

Use the CRM configuration menu to select, modify, and update the fields chosen.

1. Go to Load Data, Connections, Configure (on your CRM) and scroll down to find the Customer Tags mapping section (see below).
2. Select the fields to use for your customer tags.

Option 2 — Set up in Google Sheets

After selecting Google Sheets, you will see this screen to create a template in Google Sheets.

1. Select Copy Template, then Make a Copy.
   
   
2. Rename the file. You may also wish to move it to a shared drive and/or share it with other users in your company.
   
3. Return to ScaleXP Customer Tags in your browser and click Select Template. You will be asked to sign in to your Google Drive.
   
4. Click to select the file (usually at the top left), then click the Select button.
   
   

Part 2 — label and import your data

1. Select your field names

Use the Update Tag Labels button to enter tag labels. You can change the names at any time using this button.

2. Update your data

This section applies if you chose Google Sheets as your source. If your tags come from your CRM, update the mapped fields in your CRM configuration (Option 1 above) instead.

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

1. Open the sheet by clicking the Open Sheet button at the right.
   
2. Add your data. The column headings will automatically reflect the names you set with the Update Tag Labels button on the Customer Tags page.
   
3. Return to the ScaleXP tab in your browser and click Import to update the tag labels and data.
   

Part 3 — Report on your data

Once created, your customer tags will automatically appear as sortable columns in your Customer page report. You can further refine your reports as follows.

1. Show totals by customer tags

Use this option to quickly see splits by customer tag at the top of your Customer page reports.

On the Customers tab, use Configure Report, Show Totals By to show totals by customer tag.

2. Group customer data by customer tag using analytics

On the Customers tab, go to the section called ANALYTICS.

1. Create a new report.
   
2. Name the report.
3. Under Group By, select the customer tag field by which you want to group your customer data.
   
4. Create the new report.
   

3. Filter by customer tag

Use this option to create reports by customer tag which can be used throughout the system.

1. On the Customers tab, create a new report (top left, under REVENUE) or edit an existing one.
   
2. Use Configure Report, Filters, Customer Tags to filter by customer tag.
   

Related articles

• How to create a new report on the customers page; how to use customer page reports throughout the system
• How to create a metric, report, or chart using customer page reports
• How to report on tracking codes for customer data
• How to share the customer page report