Why connect to Xero?
Xero is a beautiful accounting software that is an easy-to-use yet powerful cloud solution designed specifically for small to medium businesses.
Connecting Xero to Ignition allows you to automatically generate upfront and recurring invoices in Xero upon acceptance of a proposal by your client.
For detailed instructions on how to connect to Xero, see our help article on Connecting to Xero.
You can also connect to Xero Practice Manager to allow Ignition to import your client and prospect database, and automatically create jobs and push across client information into XPM.
How does Ignition create new (or identify existing) clients details in Xero?
Ignition uses the Client Name to determine if a new client should be created in Xero.
If the Client Name in Ignition exactly matches a Client Name in Xero, then Ignition will assign all invoices to that existing client.
When creating a new client in Ignition, you can ‘map’ the Ignition client record to an existing Xero record so that any new invoices generated from Ignition will link to that existing client.
For example, if your client has two entities: Entity A and Entity B. You want the Ignition proposal to address Entity A, but the invoices to be allocated to Entity B in Xero, you will manually map them via Ignition.
To do this, simply click into Clients → Select the Client → Edit Client → Apps Tab > Xero Mapping → Select the Xero client you want to map to.
Otherwise, if you do not elect to map the client, they will be created as a new entity in Xero.
The client's entity name, address, postal address and phone numbers will be pushed across to Xero.
If a new entity is created, their details are not pushed across to Xero until the first invoice for this client is generated by Ignition. This occurs after the client accepts the proposal.
How does Ignition create invoices in Xero?
Ignition does a one-way push of invoices to Xero.
Invoices will only start sending to Xero after a proposal is accepted by your client.
Ignition uses the default invoice functionality to create invoices in Xero. The invoice will include the customer details (name, email address), the billing address, invoice number and due dates.
The services included in your proposal become line items in the invoice.
When will Ignition create invoices for each client?
Invoices are generated by Igntion and created in Xero depending on the Billing Rules associated with the services outlined in the proposal:
On Acceptance services: An invoice will be immediately generated in Xero once the proposal is accepted. More than one "On Acceptance" service will generate individual line items on the same invoice.
Recurring Services: A new invoice will be automatically generated as per the frequency outlined in the Billing Rule associated with the service on the proposal.
On completion or Estimate services: These services will appear in the Billed Manually section of the client's Billing Schedule tab to be manually scheduled which will then trigger the invoice to be created in Xero. Complete the steps laid out in this article.
Data transfer between Ignition and Xero
Ignition does a one-way push of invoices to Xero automatically. The client's entity name is pushed across along with the invoice details and the contact details (individual's name and email) that we have in Ignition.
You can manually refresh the integration by going into the Apps section, then by clicking the Sync button next to Xero.
For more information about Xero, you can visit their website using this link.
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