INTEGRATIONS
When Ignition and Xero Practice Manager (XPM) unite, you can automatically create new jobs and sync updated client information. Expand your team’s productivity, keep them motivated to do their best work, and streamline workflows, budgets and milestones.
Spend less time creating workflows from scratch. Build your job templates and link to your Ignition services so they populate your workflow each time you build a workflow from a proposal.
You create jobs—how you want, and when you want. Deploy jobs automatically when your proposal is accepted, or from the client workflow tab. Set your schedule, and keep your team organized.
Ignition and Xero Practice Manager mean you have control over your client record and updates are synced automatically from one system to the other. Manual double-handling is a thing of the past.
Up-level your work in progress reporting by setting a billing job and automatically allocating invoices to your jobs.
Align your job templates to specific services to ensure your clients always experience outstanding service levels. When you create your workflow from a proposal, you’ll be able to add or remove these templates so you can customize the tasks on any job.
Assign jobs to staff automatically on acceptance of your proposal—or from the client workflow tab. Your teams will have everything they need to start work, and you’ll increase your efficiency and productivity. It’s a win/win.
Connecting Xero Practice Manager with Ignition means up-to-date, consistent and centralized client records that save you time, money, and data entry errors.
Automated job set-up, reduced touch points, and consistently filled out fields mean more powerful reporting in Xero Practice Manager.
Powerful practice management software based around the creation of jobs, that manages workflows and workloads. Trusted by thousands of accountants across the world to run and grow their practices.
Learn more about XPM
Support for this integration
Save time in your everyday workflow and improve your client engagement by connecting your Ignition account with our other trusted app partners.
Xero
Xero
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QuickBooks
QuickBooks
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MYOB Business
MYOB Business
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Gusto
Gusto
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Zapier
Zapier
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Karbon
Karbon
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ProConnect
ProConnect
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