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Apps, Integrations & Web Connectors
Apps, Integrations & Web Connectors
Make the most of Practice Ignition by connecting your favorite app.
+9
60 articles in this collection
Written by
Dane Thomas,
Tom Maxwell,
Nick Dainty
and 9 others
Xero
Practice Ignition And Xero
Written by
Ella Buan
Updated over a week ago
Connecting To Xero
Written by
Ella Buan
Updated over a week ago
Xero Settings
How to configure the Xero integration for Practice Ignition
Written by
Ella Buan
Updated over a week ago
Reconciling Disbursals With A Bank Rule In Xero
Written by
Ella Buan
Updated over a week ago
Mapping Your PI Clients to Specific Xero or Quickbooks Contacts
Written by
Ella Buan
Updated over a week ago
How To Use Xero Tracking Categories
Learn how to use the Xero Tracking Categories feature on clients and invoices that can be pushed from Practice Ignition to Xero.
Written by
Pat Kuo
Updated over a week ago
How To Hide Service Pricing On Xero Invoices
Create a Xero invoice branding theme which automatically deploys from Practice Ignition without individual service pricing.
Written by
Brendan Allen
Updated over a week ago
Xero Invoice Creation and Reconciliation Errors
We have documented the most common reasons an invoice may fail to be created or reconcile in Xero
Written by
Jana Paulech
Updated over a week ago
Collecting debt and invoice management when using Practice Ignition and Xero
If you are using Practice Ignition to collect debt, here are some best practices around managing your invoices within Xero.
Written by
Pat Kuo
Updated over a week ago
Xero Practice Manager (WorkflowMAX)
Xero Practice Manager (XPM) Authentication Update 2020
Xero have made some changes that impact how Practice Ignition connects to XPM. Learn more inside.
Written by
Pat Kuo
Updated over a week ago
Practice Ignition and Xero Practice Manager
Written by
Ella Buan
Updated over a week ago
Connecting to Xero Practice Manager (XPM)
Written by
Ella Buan
Updated over a week ago
Practice Ignition And Xero Practice Manager (XPM)
A quick overview on how PI & XPM work together to automate job creation
Written by
Hugh Walker
Updated over a week ago
A Job Deployed In Xero Practice Manager (XPM) But The Service Is Not Linked To A Job Template
Written by
Reid
Updated over a week ago
How Do I Map Xero Practice Manager Users to Practice Ignition Users
if you are connecting Xero Practice Manager (XPM) to PI, we recommend that you add all of your employees in both systems and link them.
Written by
Tom Maxwell
Updated over a week ago
Linking XPM Job Templates to Services
Written by
Ella Buan
Updated over a week ago
Creating Jobs Within Proposals
Learn how Practice Ignition creates jobs in Xero Practice Manager
Written by
Ella Buan
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)
Written by
Jana Paulech
Updated over a week ago
Creating Client Data And Syncing To Xero Practice Manager
FAQs around creating and syncing client data between Practice Ignition and Xero Practice Manager (XPM)
Written by
Jana Paulech
Updated over a week ago
Invoice Allocation In Xero Practice Manager
Troubleshooting tips for invoices imported from Xero to Xero Practice Manager (XPM)
Written by
Jana Paulech
Updated over a week ago
My jobs Aren't Being Created In Xero Practice Manager
How to troubleshoot jobs not being sent between PI and Xero Practice Manager (XPM)
Written by
Jana Paulech
Updated over a week ago
Duplicate Clients In Xero Practice Manager
Troubleshooting tips for client duplicates occurring in Xero Practice Manager (XPM) and Practice Ignition
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
Written by
Tom Maxwell
Updated over a week ago
PI And Xero Practice Manager (XPM): Where to Start
If you are starting with both Practice Ignition and Xero Practice Manager, this article will guide you through the best approach to starting
Written by
Tom Maxwell
Updated over a week ago
Create A Proposal For A Group
Written by
Ella Buan
Updated over a week ago
Managing Proposals For Groups
Written by
Ella Buan
Updated over a week ago
Xero HQ
Practice Ignition And Xero HQ
Learn how to connect Xero HQ and receive alerts from Practice Ignition
Written by
Ella Buan
Updated over a week ago
Quickbooks
Practice Ignition And Quickbooks Online
Written by
Ella Buan
Updated over a week ago
Connecting to QuickBooks
Written by
Ella Buan
Updated over a week ago
QuickBooks Settings
Written by
Ella Buan
Updated over a week ago
How To Connect Services in Practice Ignition To Quickbooks Online
Written by
Reid
Updated over a week ago
Why Aren't Transaction (Invoice) Numbers Showing In QuickBooks Online Invoices?
Are your invoices being created in Quickbooks online without a transaction/invoice number? Here's what to look for in your QBO account.
Written by
Tom Maxwell
Updated today
How To Hide Service Pricing On QBO Invoices
Create a QBO invoice branding theme which automatically deploys from Practice Ignition without individual service pricing.
Written by
Pat Kuo
Updated over a week ago
Quickbooks Online Invoice Creation and Reconciliation Errors
We have documented the most common reasons an invoice may fail to be created or reconcile in Quickbooks Online
Written by
Jana Paulech
Updated over a week ago
Intuit Practice Manager
Practice Ignition and Intuit Practice Manager
Learn how Intuit Practice Manager works with Practice Ignition with some common frequently asked questions!
Written by
Pat Kuo
Updated over a week ago
Connecting to Intuit Practice Manager
How to connect to Intuit Practice Manager. Learn how to assign IPM work templates to Practice Ignition services!
Written by
Pat Kuo
Updated over a week ago
Zapier
Practice Ignition and Zapier
Learn how you can integrate with hundreds of other apps by combining Practice Ignition with Zapier
Written by
Nick Dainty
Updated over a week ago
How to Use Zapier: The "Proposal State Changed" Trigger
This Zapier trigger opens up endless automated workflow opportunities for an amazing sales/new customer onboarding process
Written by
Tom Maxwell
Updated over a week ago
Zapier: How To Make Zaps With Practice Ignition
Watch a webinar recording to learn how to create Zaps in Zapier to automate your workflow to and from Practice Ignition.
Written by
Tom Maxwell
Updated over a week ago
Zapier: How Do I Filter Zaps To Only Run For New Clients?
Some actions only happen during new client onboarding. Here's 3 ways to ensure certain zaps only run for new clients (and not for renewals)
Written by
Tom Maxwell
Updated over a week ago
Notify A Partner When A Proposal Needs To Be Reviewed
Written by
Tom Maxwell
Updated over a week ago
Zapier Templates & Tutorials
How To Send A Proposal To A Client Using SMS
Written by
Tom Maxwell
Updated over a week ago
How To Notify Your Team Of New Proposal From Web Connector, Email Client, And Update CRM
Written by
Reid
Updated over a week ago
Update Your CRM, Send An Email And Add The Lead To A Nurture Campaign When A Proposal Is Lost
Written by
Tom Maxwell
Updated over a week ago
How To Automatically Send A Thank You Card, A Survey And Revisit For Referrals
Proposal State Changed Trigger with Zapier automation
Written by
Katelyn Zomar
Updated over a week ago
Zapier: Create a Google Drive Folder For Clients
Learn how to automatically create a folder to share with your client in Google Drive, when they accept a Practice Ignition proposal
Written by
Tom Maxwell
Updated over a week ago
Zapier: Automate the Creation of Leads (Calendly & Practice Ignition)
Learn how to automatically create leads in Practice Ignition using Calendly and Zapier
Written by
Ruby Tigbayan
Updated over a week ago
Zapier: Automate your Client Onboarding (TypeForm & Practice Ignition)
Learn how to link your TypeForm account to Practice Ignition to automatically create clients and send off your next steps form fill.
Written by
Ruby Tigbayan
Updated over a week ago
Zapier: Hubspot and Practice Ignition
Learn how to create a new client in PI and update Hubspot when the proposal is signed
Written by
Ruby Tigbayan
Updated over a week ago
Zapier: Create a Card for Clients in Trello when Services accepted in Practice Ignition
Learn how to automatically add a Card to a Board in Trello based on the services accepted in a Practice Ignition proposal.
Written by
Ruby Tigbayan
Updated over a week ago
Karbon
Practice Ignition And Karbon
Information on how Practice Ignition and Karbon works with included commonly asked FAQ's
Written by
Dane Thomas
Updated over a week ago
Connecting To Karbon
How to connect Practice Ignition and Karbon. Learn how to assign Karbon work templates to Practice Ignition services!
Written by
Dane Thomas
Updated over a week ago
Integration Demo: Practice Ignition And Karbon
Join Karbon , Practice Ignition, and Australian Cloud Accounting Practice, Growthwise as they share the power of the PI+Karbon integration
Written by
Tom Maxwell
Updated over a week ago
Web Connectors
Advanced Zapier & Jetpack Workflow
Using each service in Practice Ignition to create a singular Job in Jetpack
Written by
Kalem Tonn
Updated over a week ago
Creating A Zapier & Jetpack Workflow
How to create Zapier & Jetpack workflows to create jobs in Jetpack for signed proposals
Written by
Kalem Tonn
Updated over a week ago
Web Connector Overview
Written by
Ella Buan
Updated over a week ago
Embedding Services Into Your Website using Web Connectors
Written by
Ella Buan
Updated over a week ago
How To Send Web Connector Forms To Prospects or Clients
Written by
Ella Buan
Updated over a week ago
Finalizing Proposals From A Web Connector
Written by
Ella Buan
Updated over a week ago
Customizing Web Connector Optional Services Page
Written by
Ella Buan
Updated over a week ago