Ignition

Tom Maxwell

Georgia Smith

Ella Buan

Make the most of Ignition by connecting your favorite app.

Apps, Integrations & Web Connectors

Ignition And Xero

Connect your Xero account to gain access to your Xero client list and create invoices automatically when a proposal is accepted.

Connecting To Xero

How to configure the Xero integration for Ignition

Xero Settings

Learn about how Ignition marks your invoices as "Paid" in Xero and what bank rule you need to set up to reconcile your disbursals!

Reconciling Disbursals With A Bank Rule In Xero

Learn how to use the Xero Tracking Categories feature on clients and invoices that can be pushed from Ignition to Xero.

How To Use Xero Tracking Categories

Create a Xero invoice branding theme which automatically deploys from Ignition without individual service pricing.

How To Hide Service Line Item Pricing On Xero Invoices

Learn what Xero branding themes are and how you can use them in Ignition!

Creating and linking your Xero invoice branding theme to Ignition

We have documented the most common reasons an invoice may fail to be created or reconcile in Xero

Xero Invoice Creation and Reconciliation Errors

Learn how to troubleshoot your Ignition Clearing Account and how to resolve common out of balance errors in Xero.

Troubleshooting the Ignition Clearing Account in Xero

Invoices Are Not Allocated To My Xero Bank Feed

Connecting Multiple Ignition Accounts To One Xero Account

If you are using Ignition to collect debt, here are some best practices around managing your invoices within Xero and QuickBooksk.

Collecting debt and invoice management when using Ignition and Xero/QuickBooks

Mapping Your Ignition Clients to Specific Xero or Quickbooks Contacts

Pat Kuo

Brendan Allen

Xero

A quick overview on how Ignition & XPM work together to automate job creation

Ignition And Xero Practice Manager  (XPM)

A quick start guide for those wanting to use Ignition with XPM

Ignition & XPM best practice checklist

Connecting to Xero Practice Manager (XPM)

FAQ's around creating and syncing client data between Ignition and Xero Practice Manager (XPM)

Creating client data and syncing to Xero Practice Manager

Learn how to link one or multiple XPM Job Templates to your services in Ignition!

Setting up Job Templates in XPM and linking to Ignition services

Learn how to correctly set up your XPM Job Categories, Job States & Cost Templates to streamline your workflow from your proposals.

Setting up XPM Job Categories, Job States & Cost Templates

Learn how to manage multi-entity engagements in the New Proposal Editor!

Managing group engagements in the New Proposal Editor

Learn how to best manage multiple recurring XPM jobs for a single Ignition client if our recommended one job structure doesn't suit you.

Manage multiple recurring XPM Jobs for a single Ignition client

Troubleshooting tips for invoices imported from Xero to Xero Practice Manager (XPM)

Invoice allocation troubleshooting in Xero Practice Manager

Learn about how to make sure your WIP is allocated to your existing XPM jobs.

Allocating invoices to existing XPM jobs

Learn our best practices for managing your clients’ software subscriptions when using Ignition & XPM.

Managing software subscriptions with Ignition & XPM

Troubleshooting tips for client duplicates occurring in Xero Practice Manager (XPM) and Ignition

Duplicate clients in Xero Practice Manager

Instructions to set-up invoice import from Xero to Xero Practice Manager (XPM)

Importing Xero invoices to Xero Practice Manager

If you are connecting XPM to Ignition, we recommend that you add all of your employees in both systems and link them.

How to map Xero Practice Manager users to Ignition users

Balancing your Work In Progress to measure profitability of jobs and tasks in Xero Practice Manager

Using XPM to measure profitability of fixed fee jobs: the WIP Washup in Xero Practice Manager

Xero have made some changes that impact how Ignition connects to XPM. Learn more inside.

Xero Practice Manager (XPM) Authentication Update 2020

Discover how data syncs between Ignition and Xero Practice Manager and choose how you would like the data to flow!

Ignition & XPM Client Sync

Xero Practice Manager (WorkflowMAX)

Learn about how Ignition marks your invoices as "Paid" in QuickBooks and what transfer rule you need to set up to reconcile your disbursals!

Reconciling Disbursals with a Transfer Rule in QuickBooks

Ignition And QuickBooks

Learn how to connect to QuickBooks and all the connection settings

Connecting to QuickBooks

QuickBooks Settings

How To Connect Services in Ignition To Quickbooks

Create a QuickBooks invoice branding theme that automatically deploys from Ignition without individual service pricing.

How To Hide Service Pricing On QuickBooks Invoices

We have documented the most common reasons an invoice may fail to be created or reconcile in QuickBooks

QuickBooks Invoice Creation and Reconciliation Errors

Batch Send Sales Transactions In QuickBooks

Are your invoices being created in QuickBooks without a transaction/invoice number? Here's what to look for in your QuickBooks account.

Why Aren't Transaction (Invoice) Numbers Showing In QuickBooks Invoices?

Troubleshooting tips for client duplicates occurring in QuickBooks and Ignition

Duplicate clients in QuickBooks

Nicole Baptiste

Reid

QuickBooks

Learn how Intuit Practice Management works with Practice Ignition with some common frequently asked questions!

Ignition and Intuit Practice Management

How to connect to Intuit Practice Manager. Learn how to assign IPM work templates to Practice Ignition services!

Connecting to Intuit Practice Management

Intuit Practice Management

Learn how you can integrate with hundreds of other apps by combining Ignition with Zapier

Ignition and Zapier

This Zapier trigger opens up endless automated workflow opportunities for an amazing sales/new customer onboarding process

How to Use Zapier: The "Classic Proposal State Changed" Trigger

Watch a webinar recording to learn how to create Zaps in Zapier to automate your workflow to and from Ignition.

Zapier: How To Make Zaps With Ignition

Some actions only happen during new client onboarding. Here's 3 ways to ensure certain zaps only run for new clients (and not for renewals)

Zapier: How Do I Filter Zaps To Only Run For New Clients?

Nick Dainty

Zapier

How To Send A Proposal To A Client Using SMS

Update Your CRM, Send An Email And Add The Lead To A Nurture Campaign When A Proposal Is Lost

Learn how to automatically create a folder to share with your client in Google Drive, when they accept an Ignition proposal

Zapier: Create a Google Drive Folder For Clients

Learn how to automatically create leads in Ignition using Calendly and Zapier

Zapier: Automate the Creation of Leads (Calendly & Ignition)

Learn how to link your TypeForm account to Ignition to automatically create clients and send off your next steps form fill.

Zapier: Automate your Client Onboarding (TypeForm & Ignition)

Learn how to create a new client in Ignition and update Hubspot when the proposal is signed

Zapier: Hubspot and Ignition

Learn how to automatically add clients to Ignition when they hit a certain deal stage and how to update deals when the proposal is accepted.

Zapier: ActiveCampaign with Ignition

Learn how to automatically add a Card to a Board in Trello based on the services accepted in an Ignition proposal.

Zapier: Create a Card for Clients in Trello when Services accepted in Ignition

Follow this step by step guide to connect your Ignition account to Teamwork project management platform

Zapier - how to automatically deploy work in Teamwork when a proposal is signed in Ignition

Connect Ignition with Content Snare to eliminate the manual & tedious parts of your client onboarding process!

Zapier: Content Snare and Ignition

How to create Zapier & Jetpack workflows to create jobs in Jetpack for signed proposals

Creating A Zapier & Jetpack Workflow

Using each service in Ignition to create a singular Job in Jetpack

Advanced Zapier & Jetpack Workflow

Ignition doesn't integrate with Cimplico Sync. However, both systems can be used together so please read the FAQ below!

Using Cimplico Sync with Ignition

Sarah Courtney

Zapier Templates & Tutorials

How to connect Ignition and Karbon. Learn how to assign Karbon work templates to Ignition services!

Connecting To Karbon

Information on how Ignition and Karbon works with included commonly asked FAQ's

Ignition And Karbon

Join Karbon, Ignition, and Australian Cloud Accounting Practice, Growthwise as they share the power of the Ignition+Karbon integration

Integration Demo: Ignition And Karbon

Dane Thomas

Karbon

Learn how to use the Gusto integration to map your clients, sync data and use the Gusto proposal template to win over your clients!