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.