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

  • Step 1: Add a fake colleague to assign all work from Practice Ignition.
  • Step 2: Connect Practice Ignition to Intuit Practice Management using the API token.
  • Step 3: Map work template(s) to Practice 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 Practice Ignition.


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