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Apps, Integrations & Web Connectors
Apps, Integrations & Web Connectors
Make the most of Ignition by connecting your favorite app.
+7
54 articles in this collection
Written by
Dane Thomas,
Tom Maxwell,
Nick Dainty
and 7 others
Xero
Ignition And Xero
Written by
Ella Buan
Updated over a week ago
Connecting To Xero
Connect your Xero account to gain access to your Xero client list and create invoices automatically when a proposal is accepted.
Written by
Ella Buan
Updated over a week ago
Xero Settings
How to configure the Xero integration for Ignition
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!
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.
Written by
Pat Kuo
Updated over a week ago
How To Hide Service Line Item Pricing On Xero Invoices
Create a Xero invoice branding theme which automatically deploys from Ignition without individual service pricing.
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
Written by
Nick Dainty
Updated over a week ago
Invoices Are Not Allocated To My Xero Bank Feed
Written by
Ella Buan
Updated over a week ago
Connecting Multiple Ignition Accounts To One Xero Account
Written by
Ella Buan
Updated over a week ago
Collecting debt and invoice management when using Ignition and Xero/QuickBooks
If you are using Ignition to collect debt, here are some best practices around managing your invoices within Xero and QuickBooksk.
Written by
Pat Kuo
Updated over a week ago
Mapping Your Ignition Clients to Specific Xero or Quickbooks Contacts
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
Written by
Tom Maxwell
Updated over a week ago
Connecting to Xero Practice Manager (XPM)
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)
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!
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
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)
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)
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.
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
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.
Written by
Pat Kuo
Updated over a week ago
Ignition & XPM Client Sync
Discover how data syncs between Ignition and Xero Practice Manager and choose how you would like the data to flow!
Written by
Pat Kuo
Updated over a week ago
Quickbooks
Ignition And QuickBooks
Written by
Ella Buan
Updated over a week ago
Connecting to QuickBooks
Learn how to connect to QuickBooks and all the connection settings
Written by
Ella Buan
Updated over a week ago
QuickBooks Settings
Written by
Ella Buan
Updated over a week ago
How To Connect Services in Ignition To Quickbooks
Written by
Reid
Updated over a week ago
How To Hide Service Pricing On QuickBooks Invoices
Create a QuickBooks invoice branding theme that automatically deploys from Ignition without individual service pricing.
Written by
Pat Kuo
Updated over a week ago
QuickBooks Invoice Creation and Reconciliation Errors
We have documented the most common reasons an invoice may fail to be created or reconcile in QuickBooks
Written by
Nick Dainty
Updated over a week ago
Batch Send Sales Transactions In QuickBooks
Written by
Ella Buan
Updated over a week ago
Why Aren't Transaction (Invoice) Numbers Showing In QuickBooks Invoices?
Are your invoices being created in QuickBooks without a transaction/invoice number? Here's what to look for in your QuickBooks account.
Written by
Tom Maxwell
Updated over a week ago
Duplicate clients in QuickBooks
Troubleshooting tips for client duplicates occurring in QuickBooks and Ignition
Written by
Nicole Baptiste
Updated over a week ago
Intuit Practice Management
Ignition and Intuit Practice Management
Learn how Intuit Practice Management works with Practice Ignition with some common frequently asked questions!
Written by
Pat Kuo
Updated over a week ago
Connecting to Intuit Practice Management
How to connect to Intuit Practice Manager. Learn how to assign IPM work templates to Practice Ignition services!
Written by
Pat Kuo
Updated over a week ago
Zapier
Ignition and Zapier
Learn how you can integrate with hundreds of other apps by combining Ignition with Zapier
Written by
Nick Dainty
Updated over a week ago
How to Use Zapier: The "Classic Proposal State Changed" Trigger
This Zapier trigger opens up endless automated workflow opportunities for an amazing sales/new customer onboarding process
Written by
Tom Maxwell
Updated over a week ago
Zapier: How To Make Zaps With Ignition
Watch a webinar recording to learn how to create Zaps in Zapier to automate your workflow to and from Ignition.
Written by
Tom Maxwell
Updated over a week ago
Zapier: How Do I Filter Zaps To Only Run For New Clients?
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)
Written by
Tom Maxwell
Updated over a week ago
Zapier Templates & Tutorials
How To Send A Proposal To A Client Using SMS
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
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
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
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.
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
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.
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
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!
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
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
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!
Written by
Pat Kuo
Updated over a week ago
Karbon
Connecting To Karbon
How to connect Ignition and Karbon. Learn how to assign Karbon work templates to Ignition services!
Written by
Dane Thomas
Updated over a week ago
Ignition And Karbon
Information on how Ignition and Karbon works with included commonly asked FAQ's
Written by
Dane Thomas
Updated over a week ago
Integration Demo: Ignition And Karbon
Join Karbon, Ignition, and Australian Cloud Accounting Practice, Growthwise as they share the power of the Ignition+Karbon integration
Written by
Tom Maxwell
Updated over a week ago
Gusto
Ignition and Gusto
Learn how to use the Gusto integration to map your clients, sync data and use the Gusto proposal template to win over your clients!
Written by
Pat Kuo
Updated over a week ago
Client Syncing between XPM and Gusto
Learn how client syncing works if you have both XPM and Gusto connected.
Written by
Pat Kuo
Updated this week