Introduction

This public beta is designed to give you early access so you can provide feedback and report any issues.

It is strongly recommended that you read through this document in full to familiarise yourself with the new functionality before opting into the beta program.

Table of Contents:


How enable the new client sync

  1. Navigate to the Settings → Labs tab

  2. Enable the XPM Client Sync toggle.

Your account will now display the client sync screen in the XPM drawer within the Apps → Xero Practice Manager tile.


Understanding the new XPM Client Sync

We are proposing two significant changes to the way the XPM Client Sync currently operates:

1. New clients in XPM will not automatically be created in Ignition as leads.

Currently, if you create a new client in XPM this record will be created in Ignition as a lead either overnight or after the sync has been pushed manually.

How will this function with the new sync?

If a new client is created in XPM, the system will not create this client in Ignition automatically.

To create this client, you will be able to search for the record from the Clients dropdown in the New Proposal Editor:

XPM Clients can be differentiated through the XPM Clients label and the green XPM logo.

Client records will be created in Ignition once they are saved.

Why have we made this change?

Creating clients from XPM automatically has led to issues of client duplication, which can be time consuming to correct.

This process will give you more control over your client data and give you more confidence in your Ignition database.

2. We will only support a one-way sync of client data

Currently, our integration supports a two way sync of client information once a client is linked in both systems. This means, if you update a field in either system (such as the client name) the other app will automatically update based on the most recent change.

How will this function with the new sync?

You will now be able to choose which direction you want your client data to sync from, as well as choose what level of data to sync.

Sync Data

  • Everything (Changes to these fields* in XPM will be synced)

  • Client names only (Changes to the client name will be synced)

  • Nothing (No changes will be synced. You’ll still be able to use XPM clients to create a new Ignition client, but future changes to that client record in XPM will not be reflected in Ignition.)

* What information is synced in Everything?

  • Client name, client address, postal address, phone, fax

  • Contact name(s), emails, phone/mobile and salutation

Note the following data can only be synced from XPM to Ignition:

  • Client group

  • Website and tax registration

  • Company Structure

Sync Direction

  • To Xero Practice Manager - this means updates in Ignition will flow to XPM. If you update fields in XPM these will be overridden by Ignition. For this direction, you should make your desired changes in Ignition and allow the integration to sync changes to XPM.

  • From Xero Practice Manager - this means updates in XPM will flow to Ignition. If you update fields in Ignition these will be overridden by XPM. For this direction, you should make your desired changes in XPM and allow the integration to sync changes to the client record in Ignition.

Will the Sync Direction have any effects on Job templates or deployment?

No, the sync direction will only dictate how client data flows between Ignition and XPM.

Why have we made this change?

Maintaining a two-way sync can impact the reliability of data as it’s difficult to identify the definitive source of your CRM. A one-way sync will ensure you can control which system is your ‘source of truth’ and this can be more easily maintained.


Reporting Problems & Submitting Feedback

As this is beta, traditional channels such as support requests and reaching out to your account manager are not recommended. We’ve set up a dedicated email address and this is your best channel for communication.

The beta feedback email is xpm-beta@ignitionapp.com

When reporting a problem or submitting feedback, where possible:

  • Provide as much detail and context about the issue

  • Provide steps to reproduce the issue

  • Include screenshots

  • Describe your expected outcome

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