Ignition and XPM

Set up and start with XPM

This course is for practices using XPM that want to maximise their workflow with Ignition.

This course guides you with best practices on how to set up XPM and Ignition for the first time. You'll also learn the technicalities of the connection.

Then, you'll learn how to best use Ignition to create proposals and deploy jobs depending on the way that you use XPM.

Learn about Xero and Ignition's recommended best practices and upgrade your knowledge today!

This course is eligible for 1 hour of verifiable CPD in AU, UK and CA.


If this is your first time enrolling, you'll need to sign up for a Thinkific account. You can use the same email address as your Ignition account.
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Who's this course for?

  • New practices about to start with XPM
  • Existing XPM practices who want to improve on their knowledge or workflows
  • XPM practices registered with the XPM Masterclass

Course curriculum

  • 1

    Introduction & Identification

    • Introduction ๐Ÿ‘‹ (2 mins)

    • How do you use XPM? ๐Ÿค” (5 mins)
  • 2

    How it works

    • Overview ๐Ÿ” (7 mins)

    • Deploying jobs from Ignition to XPM โžก๏ธ (5 min)

    • How Ignition and XPM data syncs work ๐Ÿ”„ (2 min)
  • 3

    XPM and Ignition - Setup best practices

    • Setting up XPM Job Templates ๐Ÿ“ (4 min)

    • Linking XPM job templates to Ignition services โ†”๏ธ (1 min)
  • 4

    Module 1 - Workflow focus (no WIP)

    • Best practices - No WIP ๐Ÿ’ก (4 min)
  • 5

    Module 2 - Profitability & Reporting Focus (WIP)

    • Best practices - WIP ๐Ÿ’ก (7 min)
  • 6

    More complex scenarios

    • Group proposals ๐Ÿ‘ฅ (6 min)

    • Allocating invoices to existing XPM jobs โ†ฉ๏ธ (4 min)
  • 7

    XPM Processes

    • WIP Washup processes ๐Ÿงผ (3 min)

    • Managing XPM workflow at a task level โ˜‘๏ธ (5 min)