Ignition

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

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

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

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

Learn how to manage multi-entity 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.

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

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

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

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

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

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

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

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

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