Can I upgrade to the Elite Plan if I'm integrated with Ignition?

Practices currently integrated with Ignition can upgrade to the Elite plan and take advantage of the new features available within FYI.

However, depending on the method used to integrate Ignition with FYI, there may be differences in how jobs and invoices are synchronised. Please refer to the sections below on how to integrate Ignition with FYI.

Note: There are ongoing discussions with Ignition on an integration to improve the job and invoice sync. We recommend contacting Ignition directly for any updates to their API and an FYI integration. Improvements will be announced via our Help Centre Release Notes and Facebook Community as they occur.

Ignition integrated with FYI via Zapier

To use this integration, practices must create a Zapier account. Additional fees will apply. The Professional plan is the minimum required to enable the creation of multi-step Zaps. Refer to zapier.com/pricing

• Jobs can be created directly in FYI using the Zapier integration with FYI and Ignition. The Job Code (Job Number in FYI) should be set to the Ignition Proposal Code, to ensure that invoices synchronise to the correct job in FYI. Refer to Integration with Ignition using Zapier. 
  
  If practices have integrated Ignition with Xero Practice Manager, ensure that jobs are not created in XPM to avoid creating duplicate jobs in FYI.
  
  Note: This integration does not synchronise jobs to XPM, which will be addressed in a future update.

Ignition integrated with Xero Practice Manager

Once you have upgraded to Elite and enabled FYI as your Practice Management Source:

• Existing XPM Workflow Jobs will be automatically converted to FYI Workflow Jobs. From that point on, XPM Tasks will no longer be synchronised to create Workflow Jobs in FYI. Billing Jobs in XPM will sync to FYI as Standard Jobs. Practices will be able to create and manage Billing and Workflow Jobs directly in FYI moving forward. Refer to Creating Jobs and Workflow Jobs.
  
  Note: If continuing to sync Standard Jobs from XPM, practices can create an automation to automatically create billing and workflow jobs, and cancel the original Standard job. Refer to Setting up Custom Processes.
   
• If Ignition deploys your jobs to Xero Practice Manager (XPM), these will continue to sync to FYI. Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager. 
   
• It's recommended to review your job structure before migrating to FYI as your Practice Management system. Refer to FYI PM Migration: Before You Begin - WIP Clean Up and Job Review.

Synchronising Invoices with Xero Ledger

Invoices synced from Ignition to your Practice's Xero Ledger will be imported to FYI and matched to the client. This is based on the 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. Changes to the Reference field will be synchronised and update the job assigned to the invoice in FYI.

Important Note: All invoices synchronised from Xero will be marked as Unfiled and must be reviewed to confirm the invoice should be filed to a job or excluded from WIP reconciliation. Once filed, an interim time entry against the selected job is created and available in WIP reconciliation. Refer to Managing Unfiled Invoices.