As the final piece to Ignition account setup & customisation we'll come back to the integrations. Specifically, Xero Practice Manager (XPM).
Integrating XPM provides another powerful time-saving automation benefit to Ignition, however, this will also be the most time-costly part of the account setup.
The first thing to do with the Ignition & XPM integration is to get an understanding of how the job deployment works.
In short, on a proposal in Ignition, you set up the framework for job(s) and then the services (selected from your library) add the tasks into those jobs. This is done by linking your services to Job Templates in XPM.
To help with your implementation and setup between Ignition and XPM, we strongly suggest registering for our free on-demand training course on Ignition and XPM, where you’ll discover best practices from Xero and Ignition depending on your own business use case.
This course will guide you through setting up the integration, understanding the connection, and optimizing your use based on your XPM setup.
Plus, you’ll earn 1 hour of verifiable CPD in AU, UK, and CA! 🎉
When you are done with your XPM setup, you can begin sending proposals with the peace of mind that Ignition will deploy jobs to Ignition automatically.