Automatically Import Clients from Xero
If you have Xero connected to Practice Ignition, you can select any existing Xero contact when creating new proposals. You'll see the Xero logo to the right of all imported clients.
The Xero contact information will copied over to Practice Ignition to create a new client.
Automatically Import Clients from QuickBooks Online
If you have QuickBooks Online connected to Practice Ignition, you can select any existing QuickBooks customer when creating new proposals. You'll see the QuickBooks logo to the right of all imported clients.
The QuickBooks customer information will copied over to Practice Ignition to create a new client.
Using your Xero Practice Manager or WorkflowMax Clients
If you have XPM or WorkflowMax connected to Practice Ignition, your client base from XPM will be brought into Practice Ignition as "Leads".
There is a 2-way sync of the data, so any changes in Practice Ignition will be brought across to XPM and vice versa.
When a lead is created in Practice Ignition, their details are not sent to XPM until they have accepted a proposal through Practice Ignition.
Upon accepting their first proposal through Practice Ignition, the "Lead" will turn to "Active" in Practice ignition and the lead's status in XPM will be updated to "Client".
Why can I not see Xero/QBO contacts when I have XPM connected?
Please note that if you are using both a ledger integration (Xero or QBO) and XPM/WorkflowMax, the clients imported from XPM will take precedence (as they have already been created in PI) and you cannot import from Xero or QBO if you have XPM connected. This is to avoid duplications of clients from having both systems connected.
If a client is not present in your XPM instance but is in your ledger, it is best to create a new PI client with the same - on acceptance of the proposal it will create the client in XPM and be matched to the client with the same name in your ledger when their first invoice is deployed.
Why are tax numbers not syncing with XPM?
Please note that when it comes to tax numbers (e.g. TFN in Australia), this information will not be imported into Practice Ignition. Xero has removed this information from their API as they consider it confidential information. Entering these details in Practice Ignition will also not sync back to XPM.
Using data from a spreadsheet
See our article on importing clients to learn how to import client data from a spreadsheet.