Xero Practice Manager is a practice management solution with a task management system based around the creation of jobs. Use Practice Ignition to create once off and recurring jobs in Xero Practice Manager to manage your workflow and workloads.
For detailed instructions on how to connect to Xero Practice Manager, see our help desk article on Connecting to Xero Practice Manager.
Automated Job Deployment
If you have Xero Practice Manager connected to Practice Ignition, jobs created in proposals will automatically be deployed to Xero Practice Manager as soon as the proposal is accepted.
Practice Ignition can create both recurring and non-recurring jobs. To read more about Recurring Jobs in Practice Ignition, read our article here.
What data is synced across and when?
Two way sync (between Practice Ignition and XPM - daily sync)
Client name, client address, postal address, phone, fax
Contact name(s), emails, phone/mobile and salutation
Partner and Manager - note these will only be imported if they are set-up as users in Practice Ignition. To select users from XPM to import as users to PI, go to Settings → Team → Add User and select them from the XPM user linking dropdown.
One way (from XPM to Practice Ignition)
Groups - note groups cannot be assigned in Practice Ignition, only imported from XPM
Website & Tax Registration (yes/no)
Imported on initial sync
Practice Ignition will NOT import:
Client status (i.e., if a lead, prospect, client in XPM)
Tax and financial information - access to tax/company numbers and other financial information is restricted by the XPM API
Current jobs, quotes or documents
What happen when you connect XPM and Practice Ignition for the first time?
When you first connect Xero Practice Manager to Practice Ignition and sync the data, all the clients from Xero Practice Manager will be brought across into the clients list in Practice Ignition as Leads.
If you have staff set up in Xero Practice Manager, you will also be given the option to copy them across as users to Practice Ignition. You can import your staff members by navigating to Settings → Team → Add User and select them from the XPM user linking dropdown.
We do not do a 2 way sync of users to Xero Practice Manager, so if you decide to delete a staff member from Xero Practice Manager or user from Practice Ignition, it will not affect the other system.
Your job templates will also be synced across, so when you go to set up your services in Practice Ignition, you can connect them in a simple one-click process.
If a new lead is created in Practice Ignition, their details are not pushed across to Xero Practice Manager until that client has accepted a proposal through Practice Ignition. Upon acceptance, if it is a new client, they will be created in Xero Practice Manager, and a new job is created using which ever job templates are linked to the services deployed.
If it is an existing client, the job will be pushed across under that client in Xero Practice Manager - as long as there is an exact name match in XPM.
For more information about Xero Practice Manager, click here to go to the Xero Practice Manager website.