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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 707 views 0 likes
Getting started with Xero

This guide walks you through connecting Xero to ScaleXP for the first time by checking your Xero user permissions, connecting...

July 14th, 2025 706 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 subscription...

July 14th, 2025 896 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 762 views 0 likes
Data fields for advanced reporting

ScaleXP supports both accounting and CRM-based data fields to help you run more detailed reporting. These fields help you understand...

March 22nd, 2026 419 views 0 likes