Converting app clients to an Ignition client
When you have connected Xero, QuickBooks, XPM or ProConnect, you'll be able to see your client list within those apps in Ignition.
If you would like to convert them to an Ignition client, navigate to Clients → App clients → Connected app → click the three dots → Convert to Ignition client.
The Import screen will list all of your clients in that connected app.
Click a client to convert it to an Ignition client, or link it to an existing Ignition client to set-up automatic syncing.
If you convert an app client to an Ignition client, Ignition will first check for any potential matches in Ignition to prevent duplicates clients.
If a duplicate is detected because of a matching email address or the same client name, you'll have the opportunity to link your app client with that Ignition client instead of converting them.
Please note: There has to be an exact match of the client name or email address in order for Ignition to raise the potential duplicate.
Linking to an existing Ignition client
The benefit of linking an app client to an existing Ignition client is to prevent duplicate clients in both systems which can get tedious to fix.
To link your connected app clients to an Ignition client, navigate to Clients → App clients → Connected app → Import.
Find the client you would like to link → click the three dots → select Link to Ignition client.