Apps & Integrations
Make the most of Ignition by connecting your favorite apps.
Connecting apps
Converting app clients to an Ignition client
Using Ignition without a connected ledger
Import unpaid ledger invoices
Ignition and Xero
Connecting To Xero
Xero Settings
Reconciling payouts with a bank rule in Xero
How To Use Xero Tracking Categories
How To Hide Service Line Item Pricing On Xero Invoices
Creating and linking your Xero invoice branding theme to Ignition
Xero Invoice Creation and Reconciliation Errors
Troubleshooting the Ignition Clearing Account in Xero
Import repeating Xero and QuickBooks invoices
Collecting debt and invoice management when using Ignition and Xero/QuickBooks
Mapping your Ignition clients to Xero or QuickBooks contacts
Reconciling Payouts
Re-mapping Ignition Clients to your Single Client Record in Xero
Refund process in Ignition and Xero
Ignition & XPM best practice checklist
Connecting to and setting up Xero Practice Manager (XPM)
Setting up Job Templates in XPM and linking to Ignition services
Setting up XPM Job Categories, Job States & Cost Templates
Managing group engagements in Ignition
Manage multiple recurring XPM Jobs for a single Ignition client
Invoice allocation troubleshooting in Xero Practice Manager
Allocating invoices to existing XPM jobs
Managing software subscriptions with Ignition
Duplicate clients in Xero Practice Manager
Importing Xero invoices to Xero Practice Manager
How to map Xero Practice Manager users to Ignition users
The WIP Washup process with Xero Practice Manager & Ignition
XPM Client Data Sync & Adding Clients to Proposals
Ignition and QuickBooks
Reconciling Payouts with a Transfer Rule in QuickBooks
Connecting to QuickBooks
QuickBooks Settings
How to connect services in Ignition to QuickBooks
How to hide service pricing on QuickBooks invoices
QuickBooks Invoice Creation and Reconciliation Errors
Batch send sales transactions In QuickBooks
Why aren't transaction (invoice) numbers showing in QuickBooks invoices?
Duplicate clients in QuickBooks
How to use QuickBooks classes
Zapier: Automate lead creation between Calendly & Ignition
Zapier: Automate your Client Onboarding (TypeForm & Ignition)
Zapier: Hubspot and Ignition
Zapier: Create a Card for Clients in Trello when an Ignition proposal is accepted
Zapier: Content Snare and Ignition
Zapier: Creating Jetpack Workflows
Zapier: Advanced Jetpack Workflows
Using Cimplico Sync with Ignition