Templates 1: Adding New Services (1 min)

Creating your service library in Ignition

Nicole Baptiste avatar
Written by Nicole Baptiste
Updated over a week ago

Once your account settings are ready, all you need to do before you can start using Ignition is get your templates into the software. We'll start with Services, which are the unique services that you offer to your clients.

You can access this by going to the Services tab on the left-hand menu.

You now have 4 options for adding services in here, depending on which of these best describes your situation:

1) You are an accountant or bookkeeper and don't currently have a defined list of services

If this is the case then you can use Ignition's industry-standard list of over 40 services as a framework to create your own. These Example Services are pre-loaded into your Ignition account and can be viewed in the Services tab or in the New Proposal Editor screen in Step 2!

2) You have services to import from your connected ledger

Navigate to the Services tab → click Import → click Import from the connected ledger (QuickBooks or Xero).

The Import screen will list all your services in your connected ledger. Select the services that you'd like to import to the Ignition service library.

When you are ready, click Import to add these services to your Ignition service library. Click here to see more details information on this process.

3) You have, or will create, a spreadsheet of your services

Click the Import button.

In the slider that appears, you will be able to import your spreadsheet of services via our CSV template.

Please ensure that you format your services prior to importing them.

4) You wish to create your services within Ignition

In this case, you can click into the example services already populated in your account and edit these. Or, you can use them as a framework.

You can also click on the purple + icon button at the top right to create new ones.

Once you've got your service library framework into Ignition you'll then just need to review them and they're good to go!

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