To import financial data from Xero, you will need login details with ‘Standard’ or ‘Advisor’ level permission.
These permission levels are granted or changed in the accounting system.
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Data and Integrations
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Most popular
- ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing
- Customers tab: where to configure and review revenue and customer information, MRR, ARR
- ScaleXP Invoicing: Automations with HubSpot workflows
- Configuring your revenue data upon initial setup
- Basic setup: Settings to configure when getting started
- How to configure your P&L and Balance Sheet in ScaleXP (single company)
- How ScaleXP reads dates
- How to add a budget or forecast