Ignition Integration
under review
Simone Rosengren
Wondering if there are any thoughts on integrating with Ignition? Would be good to be able to map back a process to a service in Ignition, and in addition to that, map to a client. I have a couple of clients who have multiple entities that are grouped, so I bill the head entity and not each entity individually.
J
Jimmy Vadera
Hi Aaron, Would be good to check and see whether there any progress after under review marked in Sep 2023? Would love to have a integration with Practice Ignition where once the scope is signed by client, all service items and client records sync back to Xbert Workflow for team to be ready with signed scope and service deliverables and clients records to start with and once connected with Xero / QBO we would start immediately as per schedule. Any thoughts or plans around this ?
Aaron Wittman
under review
Aaron Wittman
Hi! We are currently reviewing a way we can achieve this without a direct integration. To date, it looks like we have a promising exciting way forward. I will keep you informed as we progress, just need more time to ensure it can the needs we all want. Spolier alert - keep an eye out for our new XBert Intellgience AI updates.