In the 4 minute video below, learn the best practices on how to setup the integration between Intuit Practice Management and Ignition. Learn how to do the following:

  • Step 1: Add a fake colleague to assign all work from Ignition.

  • Step 2: Connect Ignition to Intuit Practice Management using the API token.

  • Step 3: Map work template(s) to Ignition service line items.

  • Step 4: Assign all new work to the new fake colleague.

  • Step 5: Create a saved view to manage all new work from Ignition.

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