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2 min read · Updated November 9th, 2026

Before you get started: Subscription management and renewals

A checklist of the connections, access, CRM data and decisions to have ready before you set up subscription management and renewal tracking.

Your CRM becomes the source of contract data and your accounting system stays the source of invoices. This list covers what both need before you connect them.

Connections

Access you need

Set up your CRM first

  • Create separate pipelines for new sales and renewals. See ScaleXP CRM integration best practices.
  • Make sure closed won deals carry total contract value, contract start date and contract end date, plus ARR if it is relevant to you. These are captured automatically when you use ScaleXP Invoicing.
  • Create a renewal deal automatically when a deal is marked Closed Won, and store the renewal deal ID on the original deal. See How to auto-link renewal deals in ScaleXP.
  • If you use ScaleXP Invoicing, make the product code (SKU) match between your CRM products and your accounting products.

Decide before you start

  • Decide how you will create contracts: automatically with ScaleXP Invoicing, by invoice matching, or by adding them manually. Without ScaleXP Invoicing, contracts stay blank until you create them. See View your contracts: An overview of contracts in ScaleXP.
  • Decide the date from which to import Closed Won deals. Include every deal you need for renewals, forecasting and reporting, but remember that very large data sets slow down each sync.
  • Decide which of your pipelines are new sales and which are renewals. Pipelines you don't select don't appear in reporting. See Renewals: Initial setup steps.
  • Decide which CRM fields hold your contract start date, contract end date and renewal deal reference. If your deals aren't all 12-month deals starting on the close date, map the start and end dates.

Next step