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What level of access do I need to import Hubspot data?

Within Hubspot, you need to have the permission "App Marketplace Access" to allow you to import data to ScaleXP.

July 14th, 2025 39 views 0 likes
ScaleXP Invoicing: Creating Deposit Invoices in HubSpot

Deposit invoices are essential if you need to bill a fixed or percentage amount upfront for your products and services....

July 14th, 2025 48 views 0 likes
HubSpot Invoicing: Adding invoicing properties to HubSpot deals

How to add invoice characteristics and payment status to your deals One of the most powerful features of ScaleXP Invoicing...

July 14th, 2025 67 views 0 likes
ScaleXP Invoicing: How to change invoice status preference in creating invoices from HubSpot to Xero

When you first set up ScaleXP Invoicng, you will have chosen between two invoice status settings: “Finance Team” which creates...

July 18th, 2025 52 views 0 likes