Apps, Integrations & Web Connectors

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

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

Practice Ignition and Xero Practice Manager/WorkflowMax

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 Schretlen
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

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

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 Schretlen
Updated over a week ago

Why Aren't Transaction (Invoice) Numbers Showing In QuickBooks Online Invoices?

Are you 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 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

Connecting to Intuit Practice Management

Written by Pat Kuo
Updated over a week ago

Practice Ignition and Intuit Practice Management

Written by Pat Kuo
Updated over a week ago

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

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

How To Notify Your Team Of New Proposal From Web Connector, Email Client, And Update CRM

Written by Reid Schretlen
Updated over a week ago

Notify A Partner When A Proposal Needs To Be Reviewed

Written by Tom Maxwell
Updated over a week ago

How To Send A Proposal To A Client Using SMS

Written by Tom Maxwell
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

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

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 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