If you’ve opted for self-onboarding, we’ve prepared these articles to outline the steps in your process and the key activities you need/can perform to accomplish your goals.
If you’ve not already done so, book your 30-minute kick-off meeting with Customer Success.
Watch the video playlists on the right for quick getting started guides as well as full recordings of our Customer Success Office Hours.
Each step below takes you to an article with a list of activities to complete your onboarding. Pick and choose the relevant actions for your business.
Skipping these steps may result in inaccurate data so it’s crucial to invest the time to set ScaleXP up correctly.
| Step 1: Connect your data | Connect your accounting platform[s] to bring your chart of accounts and invoice data into ScaleXP and your CRM for revenue forecasting. You can skip this step if completed on sign-up |
| Step 2: Configure your data | Before any of the template pages, reports and dashboards can show accurate data, you must first configure things like MRR, CAC, P&L, Balance Sheet and CRM fields. |
| Step 3: Clean your data | While configuring your data allows you to see the data in the right places, most customers will have to do some degree of cleaning historical data and adjusting invoice formats for ScaleXP to detect the data. |
| Step 4: Create your reports and dashboards | With clean and configured data, the default reports in ScaleXP should get you close to where you need. Use these as templates to get your standard set of reports. |
| Step 5: Complete your recurring processes in minutes | ScaleXP can slide right into your current operations replacing countless hours, spreadsheets and headaches. Click here to see a typical accounting calendar, where ScaleXP slots in and how to perform each action. |