SaaSGrid Help Center
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Data Sources
Getting Started
Getting your Data into SaaSGrid
Navigating SaaSGrid
Data Sources
Setting up Data Sources
Files (Excel or Sheets Template)
CRMs (Salesforce & HubSpot)
Stripe
Accounting Systems
NetSuite
Charts & Reports
Charts
Plans
Workspace & Dashboards
Troubleshooting
User Management
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SaaSGrid Help Center
Data Sources
Getting Started
Getting your Data into SaaSGrid
Navigating SaaSGrid
Data Sources
Setting up Data Sources
Files (Excel or Sheets Template)
CRMs (Salesforce & HubSpot)
Stripe
Accounting Systems
NetSuite
Charts & Reports
Charts
Plans
Workspace & Dashboards
Troubleshooting
User Management
Data Sources
Everything about how to get your data into SaasGrid.
Setting up Data Sources
Configuring a Workspace
Files (Excel or Sheets Template)
Using Files
Setting up a Files Template
CRMs (Salesforce & HubSpot)
Overview of CRMs
How Salesforce data powers SaaSGrid
How HubSpot data powers SaaSGrid
CRM Issue Types
Salesforce Start and End Dates
Salesforce Opportunity Amount
Segments and Filters for HubSpot & Salesforce
Non-Recurring Revenue in CRMs
HubSpot Deal Amount
HubSpot Start and End Dates
Salesforce Data Source Detail Page
See more
Stripe
Stripe Rules Flow
Interpreting Stripe Subscriptions
Customer Names from Stripe
Coupons in Stripe
Filtering Data from Stripe
FAQs from Stripe
Stripe Invoice Statuses
Stripe End Dates
Non-Recurring Revenue in Stripe
Append Custom Attributes to Customers from Stripe
See more
Accounting Systems
Rules Flow for Accounting Data
Connect QuickBooks to SaaSGrid
Connect Sage Intacct to SaaSGrid
Accounting Segments
NetSuite
Connect Netsuite to SaaSGrid
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