Apps, Integrations & Web Connectors

Make the most of Ignition by connecting your favorite app.

Dane Thomas avatar Tom Maxwell avatar Nick Dainty avatar +7
52 articles in this collection
Written by Dane Thomas, Tom Maxwell, Nick Dainty and 7 others
Xero

Ignition And Xero

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Connecting To Xero

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Written by Ella Buan
Updated over a week ago

Xero Settings

How to configure the Xero integration for Ignition
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Reconciling Disbursals With A Bank Rule In Xero

Learn about how Ignition marks your invoices as "Paid" in Xero and what bank rule you need to set up to reconcile your disbursals!
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

How To Use Xero Tracking Categories

Learn how to use the Xero Tracking Categories feature on clients and invoices that can be pushed from Ignition to Xero.
Pat Kuo avatar
Written by Pat Kuo
Updated over a week ago

How To Hide Service Pricing On Xero Invoices

Create a Xero invoice branding theme which automatically deploys from Ignition without individual service pricing.
Brendan Allen avatar
Written by Brendan Allen
Updated over a week ago

Xero Invoice Creation and Reconciliation Errors

We have documented the most common reasons an invoice may fail to be created or reconcile in Xero
Nick Dainty avatar
Written by Nick Dainty
Updated over a week ago

Invoices Are Not Allocated To My Xero Bank Feed

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Connecting Multiple Ignition Accounts To One Xero Account

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

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

If you are using Ignition to collect debt, here are some best practices around managing your invoices within Xero.
Pat Kuo avatar
Written by Pat Kuo
Updated over a week ago

Mapping Your Ignition Clients to Specific Xero or Quickbooks Contacts

Ella Buan avatar
Written by Ella Buan
Updated over a week ago
Xero Practice Manager (WorkflowMAX)

Ignition And Xero Practice Manager (XPM)

A quick overview on how Ignition & XPM work together to automate job creation
Hugh Walker avatar
Written by Hugh Walker
Updated over a week ago

Connecting to Xero Practice Manager (XPM)

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Creating client data and syncing to Xero Practice Manager

FAQ's around creating and syncing client data between Ignition and Xero Practice Manager (XPM)
Nick Dainty avatar
Written by Nick Dainty
Updated over a week ago

Linking XPM Job Templates to Services

Learn how to link one or multiple XPM Job Templates to your services in Ignition!
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Duplicate clients in Xero Practice Manager

Troubleshooting tips for client duplicates occurring in Xero Practice Manager (XPM) and Ignition
Nick Dainty avatar
Written by Nick Dainty
Updated over a week ago

Importing Xero invoices to Xero Practice Manager

Instructions to set-up invoice import from Xero to Xero Practice Manager (XPM)
Nick Dainty avatar
Written by Nick Dainty
Updated over a week ago

Invoice allocation in Xero Practice Manager

Troubleshooting tips for invoices imported from Xero to Xero Practice Manager (XPM)
Nick Dainty avatar
Written by Nick Dainty
Updated over a week ago

How to map Xero Practice Manager users to Ignition users

If you are connecting XPM to Ignition, we recommend that you add all of your employees in both systems and link them.
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

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

Balancing your Work In Progress to measure profitability of jobs and tasks in Xero Practice Manager
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Xero Practice Manager (XPM) Authentication Update 2020

Xero have made some changes that impact how Ignition connects to XPM. Learn more inside.
Pat Kuo avatar
Written by Pat Kuo
Updated over a week ago

Ignition & XPM Client Sync (BETA)

Discover the new methods in which data syncs between Ignition and Xero Practice Manager systems. Currently in BETA.
Pat Kuo avatar
Written by Pat Kuo
Updated yesterday
Zapier Templates & Tutorials

How To Send A Proposal To A Client Using SMS

Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

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

Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Zapier: Create a Google Drive Folder For Clients

Learn how to automatically create a folder to share with your client in Google Drive, when they accept an Ignition proposal
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

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

Learn how to automatically create leads in Ignition using Calendly and Zapier
Sarah Courtney avatar
Written by Sarah Courtney
Updated over a week ago

Zapier: Automate your Client Onboarding (TypeForm & Ignition)

Learn how to link your TypeForm account to Ignition to automatically create clients and send off your next steps form fill.
Sarah Courtney avatar
Written by Sarah Courtney
Updated over a week ago

Zapier: Hubspot and Ignition

Learn how to create a new client in Ignition and update Hubspot when the proposal is signed
Sarah Courtney avatar
Written by Sarah Courtney
Updated over a week ago

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

Learn how to automatically add a Card to a Board in Trello based on the services accepted in an Ignition proposal.
Sarah Courtney avatar
Written by Sarah Courtney
Updated over a week ago

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

Follow this step by step guide to connect your Ignition account to Teamwork project management platform
Reid avatar
Written by Reid
Updated over a week ago

Zapier: Content Snare and Ignition

Connect Ignition with Content Snare to eliminate the manual & tedious parts of your client onboarding process!
Pat Kuo avatar
Written by Pat Kuo
Updated over a week ago

Creating A Zapier & Jetpack Workflow

How to create Zapier & Jetpack workflows to create jobs in Jetpack for signed proposals
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Written by Kalem Tonn
Updated over a week ago

Advanced Zapier & Jetpack Workflow

Using each service in Ignition to create a singular Job in Jetpack
Kalem Tonn avatar
Written by Kalem Tonn
Updated over a week ago

Using Cimplico Sync with Ignition

Ignition doesn't integrate with Cimplico Sync. However, both systems can be used together so please read the FAQ below!
Pat Kuo avatar
Written by Pat Kuo
Updated over a week ago