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Getting started with Xero

We want to ensure that getting started with ScaleXP is quick and easy. As such, all new customers are onboarded...

July 14th, 2025 62 views 0 likes
Xero & ScaleXP data flow

ScaleXP seamlessly integrates Xero and your CRM system (Salesforce or HubSpot) providing the best reporting solution for B2B and...

July 14th, 2025 53 views 0 likes
How do I disconnect from Xero?

Disconnecting can be done within the Xero platform. Go to Settings > Connections. Select the ‘Disconnect’ button. Disconnecting your system...

July 14th, 2025 62 views 0 likes
What level of Xero access do I need to import data?

To import financial data from Xero, you will need login details with ‘Standard’ or ‘Advisor’ level permission. These permission levels...

July 14th, 2025 55 views 0 likes
How to fix a Xero Connection Error in ScaleXP Invoicing

Sometimes Xero gets disconnected from ScaleXP Invoicing, leading to an error message saying "Connection Error." This can be either an...

July 14th, 2025 50 views 0 likes
Stripe <> Xero Integration - Bank Reconciliation

When using ScaleXP's Stripe integration with Xero, you are effectively replicating the Stripe Invoices in Xero. When you do that,...

July 14th, 2025 74 views 0 likes