Apps & Integrations

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

Dane Thomas avatar Tom Maxwell avatar Nick Dainty avatar +4
33 articles in this collection
Written by Dane Thomas, Tom Maxwell, Nick Dainty and 4 others
Xero Practice Manager (WorkflowMAX)

Practice Ignition and Xero Practice Manager/WorkflowMax

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Connecting to Xero Practice Manager

Ella Buan avatar
Written by Ella Buan
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

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Creating Jobs within Proposals

Learn how Practice Ignition creates jobs in Xero Practice Manager
Ella Buan avatar
Written by Ella Buan
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 over a week ago

Importing Xero Invoices to Xero Practice Manager

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

Troubleshooting: Invoice allocation in Xero Practice Manager

Troubleshooting tips for invoices imported from Xero to Xero Practice Manager (XPM)
Jana Paulech avatar
Written by Jana Paulech
Updated over a week ago

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)
Jana Paulech avatar
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 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
Tom Maxwell avatar
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
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Can I create a proposal for a group?

Ella Buan avatar
Written by Ella Buan
Updated this week

Managing Proposals for Groups

Ella Buan avatar
Written by Ella Buan
Updated over a week ago