If you're moving to HubSpot or just getting started with ScaleXP Invoicing - you'll want to know all about how to import past data to your existing HubSpot deals - read on to find out how.

ScaleXP Invoicing is the perfect solution for creating invoices from HubSpot, but what about invoices you created before? 

You might want to include these in reports, or keep track of payments and overdue invoices.

Option 1: Import from a deal

To import from a deal, just click the "Create Invoices" button to open up ScaleXP Invoicing and look for "Import Existing Invoices" at the bottom of the page. 

If you have line items already, ScaleXP Invoicing may try to create a draft invoice - so make sure to remove this first.

Then you will be able to search your accounting platform for an existing invoice.  You can use the reference field (for Xero) or invoice number (Xero and QuickBooks), and you can check the details before completing the import. ScaleXP Invoicing will check to make sure the currency and contact match what's already on the deal.

You can import invoices whatever status they are in your accounting platform, and even if you already have invoices created on the deal. 

Note that an invoice can only be linked to one deal at a time.

Once imported, your deal properties are updated and your invoice is tracked just as if it was created in ScaleXP Invoicing.

Option 2: Request a bulk update

If you have a lot of history that you want to import, you can request a builk update from the team at ScaleXP.   

We can match past invoices and existing repeating invoices from your accounting system to deals in HubSpot so that you have once source of truth for all your contracts.  Contact us to find out more.