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Importing and Updating Services In Bulk Using a CSV File

Use the service import if you have a large number of services to manage.

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Written by Beth Doble

There are a few ways to add your services into Ignition:

  1. Add services one by one via your Services library

  2. Import services from your connected ledger

  3. Add your services on the fly whilst creating a proposal

  4. Uploading your services in bulk using the Service Import Template CSV file.

This article walks through the last option: adding and updating services in bulk with a CSV.

Import your service in bulk via CSV

1. Navigate to the Services tab on the left-hand side menu and click Import → Upload CSV.
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2. A pop up will appear. From here, click Download the service import template to download a CSV file of the import template.

3. Open the CSV file using a spreadsheet editor of your choice.

4. The top row contains the CSV's headers which tells you what details should be entered in each column.
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The second row contains a sample service for reference. You can delete this sample row once you've entered your service details.

5. Fill out all the following fields as needed:

  • Service Name

  • Service Description

  • Price Type (fixed, minimum, range, unit, included)

  • Billing Mode (automatic or manual)

  • Price

  • Unit Name (if the price type is unit)

  • Min Price (if the price type is minimum or range)

  • Max Price (if the price type is range)

  • Service Terms

  • Service Category

Currently, here are the supported Price Types when importing services in bulk:

  • fixed = an exact amount

  • minimum = set the lowest possible price

  • range = set the highest and lowest possible price

  • unit = a specific amount per unit

  • included = no charge

Remember to set the Min Price if you're using the Minimum price type, as well as Max Price if you're using the Range price type.

If you're using the Unit price type, you'll need to include the Unit Name field as well. Select from day, hour, employee, transaction, entity, person, bill, item, or you can create your own).

Please note that if you plan to use this CSV in the Classic Proposal Editor, the unit rate always displays as Hourly.

6. Leave the Service ID (#ID) field blank. Once you upload your services, they'll be assigned an ID. This is useful for bulk editing services using the export function down the track. 

7. Once you're done filling out the CSV, save the file and drag it to the import window.

8. Ignition tells you how many services it found in the CSV, and flags any errors it detects. When everything looks right, click Import.

Updating existing services in bulk

If you have an existing service list already created and wish to update them in bulk, here are the steps below.

1. Navigate to the Services tab on the left-hand side menu and click on Export.

2. This will generate a CSV file that will be sent to your email, which can take a few minutes to arrive. When you receive it, download the file and open it.

3. It's important to know that the exported file already includes a Service ID for each service.

Do not delete this column.

Ignition uses the Service ID to match each row to the right service when you import the file back in. Make your changes in the file and save it.

4. Go back to Services and click Import → Upload CSV, then drag your saved file into the dropzone. Then click Import.

5. You are done! You can now refresh your browser and all of the changes will be made to your services in bulk.

Need to edit, remove, or duplicate imported services? Here's a link for some essential functions in-app that will help you manage your services.

If you are having trouble with importing or editing your services, start a conversation with us by using the widget in the bottom-right corner of this page, or email us at help@ignitionapp.com.

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