Practices currently integrated with Ignition can upgrade to the Elite plan. Please note the following information on how jobs and invoices will sync.
Currently, there are ongoing discussions with Ignition on an integration to improve the job and invoice sync. We recommend reaching out to Ignition directly for any updates on their API and a FYI integration. Improvements will be announced via our Help Centre Release notes and Facebook Community as they occur.
Ignition integrated with Xero Practice Manager
Once you have upgraded and enabled FYI as your Practice Management source:
- If Ignition deploys your jobs to Xero Practice Manager (XPM) these will continue to sync to FYI. Refer to Synchronising with Xero Practice Manager where FYI is enabled as the PM Source. It is recommended that your job structure is reviewed before migrating to FYI as your Practice Management system. Refer to FYI PM Migration: Before You Begin - WIP Clean Up and Job Review.
- Invoices synced from Ignition to your Practice's Xero Ledger will import to FYI and match to the client. This is based on client's name matching in Xero and FYI. If you require the invoice to be applied to a standard or billing job in FYI, the "Reference" field on the invoice in Xero will need to be updated to the job number at the time the invoice is created in Xero. The job number can only be set once, at the time of the sync. Once the invoice has been imported from Xero to FYI any changes to the reference number will not be reflected against the job in FYI.
Ignition integrated with FYI via Zapier
- Jobs can be created directly in FYI using the Zapier integration with FYI and Ignition. The Job Code (Job Number in FYI) can be set to the Ignition Proposal Code, which will ensure that invoices synchronise to the correct job in FYI. Refer to Integration with Ignition using Zapier.
Note: If practices have integrated Ignition with Xero Practice Manager, ensure that jobs are not created in XPM to avoid creating duplicate jobs in FYI. Please note, this integration currently does not synchronise jobs to XPM, which will be addressed in a future update.