Apps, Integrations & Web Connectors

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