Connecting Digits to Ignition keeps your client list and billing in sync across both platforms, so you spend less time on manual data entry. Once connected, Ignition can:
Sync clients between Digits and Ignition, so your records stay consistent.
Automatically create invoices in Digits when a client accepts a proposal or a recurring service falls due.
Reconcile payments, so invoices paid through Ignition are reflected back against the matching invoice.
Client details sync from Digits to Ignition automatically once per day, and you can also trigger a sync manually at any time.
Connecting to Digits
Go to the Apps tab → select Digits → click Connect to your account.
Click the Digits tile to open the integration panel, where you can run a sync, configure settings, and import clients.
The Digits panel is organized into two areas:
Sync: shows your connected Digits Account, when it last synced, and a manual Sync button. This is also where you access Client settings and Invoice settings.
Import: lets you bring client and contact details from Digits over to Ignition.
Sync settings
Invoice Settings
You can control whether Ignition creates invoices in Digits by default:
1. Open the Digits panel from the Apps page.
2. Select Invoice settings ("Configure how invoices are created in Digits").
3. Under General, toggle Create invoices on to allow Ignition to create invoices in Digits by default.
4. Click Save.
Ignition performs a one-way push of invoices to Digits. Invoices are created in Digits automatically based on each service's billing settings:
On acceptance: an invoice is created when the client accepts the proposal.
Recurring services: Invoices are created automatically on the cadence defined for the service.
Deposits: The deposit invoice is created immediately; the balance is billed separately.
On completion / estimate: These are billed manually, when you schedule them from the client's billing schedule.
Each invoice carries across the customer details, invoice number, due dates, and the proposal's services as line items.
Client mapping in Digits
Ignition uses the Client Name to determine if a new client should be created in Digits. Ignition will check whether the client is already mapped to the Digits client.
If no match is found, a new client is created in Digits.
Client details are pushed to Digits the first time an invoice is generated for that client, rather than the moment the client is created in Ignition.
Manually mapping a client in Ignition
You can map clients manually so they stay linked between both systems:
Go to Clients and open the relevant client.
Edit the client and select the Apps tab.
Under App client mappings, find Digits and select the matching Digits client from the dropdown.
Click Save.
Syncing settings
Client details sync from Digits to Ignition automatically once per day. To refresh immediately:
1. Open the Digits panel from the Apps page.
2. Next to your Digits Account, click Sync. The panel shows when the account was last synced.
Importing existing clients from Digits
If you already have clients in Digits, you can bring them into Ignition in bulk. There are two ways to do this:
From the Digits panel:
Open the Digits panel from the Apps page.
Under Import, next to Clients, click Import to bring client and contact details over to Ignition.
From the Clients page:
Go to Clients.
Click Import, then select Digits under "From an app".
Choose which clients to convert into new Ignition clients, or link them to existing Ignition clients to keep them in sync.
Ignition checks for duplicates before converting, so existing clients aren't created twice.
Tracking invoice and payment status
Once an invoice has been created in Digits, you can follow its progress from the client's Invoices tab. Open an invoice to see its Activity log, which records key events such as:
• Invoice created automatically and Invoice deployed automatically in Ignition.
• Invoice [number] created in Digits — confirmation the invoice reached Digits.
• Payment collection started and Payment collection completed.
• Invoice marked as paid automatically, with the date and payment method.
When an invoice is paid, the invoice displays a Paid status, keeping both systems consistent.