To make sure the Ignition and XPM integration is optimised for best practice, we recommend the following:

Please note: This is not an exhaustive guide! Please refer to our article collection here for more information.

✅ Authorise 3rd party access in XPM under the API access privileges to ensure you have the required privileges

✅ Have your XPM sync direction from XPM, with ‘everything’ synced selected

✅ Keep client names as first names, last name in XPM so that clients are engaged like this in Ignition.

✅ Ensure you have all of your partners, managers, and staff assigned and linked as team members in Ignition to avoid job deployment failure

✅ Remove any old client data and duplicates in XPM prior to connecting Ignition

✅ Keep client name sync ON in Ignition Xero app settings to keep your records consistent

✅ Have your job templates follow an annual structure (i.e 12 monthly tasks for bookkeeping)

✅ Map all relevant job templates at the library level to make job deployment and management efficient and easy for yourself

✅ Use proposal level billings to ensure invoices are mapped to unique jobs

✅ Have one annual job per client, utilising tasks on your job templates to break down the workflow (this includes entities in groups)

✅ Ensure your job states are in a ‘standard state’ so that invoices from Xero blue can allocate accordingly

⛔ Attempt to have different naming conventions for clients due to internal processes (i.e 1478 Blue Bell Group) that differ from what you would present client-facing proposals

⛔ Have different naming conventions in Xero & XPM (or you may run the risk of invoices not allocating to the correct client job)

⛔ Have 'Create ad-hoc job' for miscellaneous invoices turned ON. This can run the risk of invoices that are not mapped correctly creating additional jobs in XPM

⛔ Have Xero subscriptions or other disbursements included in annual proposals and jobs