Apps & Integrations

Make the most of Practice Ignition by connecting your favorite app.

Clarenz Miralles avatar Nick Dainty avatar Dane Thomas avatar +4
30 articles in this collection
Written by Clarenz Miralles, Nick Dainty, Dane Thomas and 4 others
Xero Practice Manager (WorkflowMAX)

Practice Ignition and Xero Practice Manager/WorkflowMax

Clarenz Miralles avatar
Written by Clarenz Miralles
Updated over a week ago

Connecting to Xero Practice Manager

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Written by Clarenz Miralles
Updated over a week ago

Practice Ignition & XPM quick guide

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

Linking XPM Job Templates to Services

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Written by Clarenz Miralles
Updated over a week ago

Creating Jobs within Proposals

Learn how Practice Ignition creates jobs in Xero Practice Manager
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Written by Clarenz Miralles
Updated over a week ago

Client data creation and syncing to Xero Practice Manager

FAQs around creating and syncing client data between Practice Ignition and Xero Practice Manager (XPM)
Jana Paulech avatar
Written by Jana Paulech
Updated this week

Importing Xero Invoices to Xero Practice Manager

Instructions to set-up invoice import from Xero to Xero Practice Manager (XPM)
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Written by Jana Paulech
Updated this week

Troubleshooting: Invoice allocation in Xero Practice Manager

Troubleshooting tips for invoices imported from Xero to Xero Practice Manager (XPM)
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Written by Jana Paulech
Updated this week

Troubleshooting: My jobs aren't being created in Xero Practice Manager

How to troubleshoot jobs not being sent between PI and Xero Practice Manager (XPM)
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Written by Jana Paulech
Updated over a week ago

Troubleshooting: Duplicate clients in Xero Practice Manager

Troubleshooting tips for client duplicates occurring in Xero Practice Manager (XPM) and Practice Ignition
Jana Paulech avatar
Written by Jana Paulech
Updated this week

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
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Written by Tom Maxwell
Updated over a week ago

PI & XPM: Where to Start if You Have Neither but Want Both

If you are starting with both Practice Ignition and Xero Practice Manager, this article will guide you through the best approach to starting
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Written by Tom Maxwell
Updated over a week ago

Can I create a proposal for a group?

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Written by Clarenz Miralles
Updated over a week ago

Managing Proposals for Groups

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Written by Clarenz Miralles
Updated over a week ago