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Xero Integration

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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 54 views 0 likes
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 61 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 52 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 60 views 0 likes