Step 1: Find your ServiceTitan Tenant ID
Before you can integrate ServiceTitan with Plecto, we need to enable the application for you. To do that, we need to know your ServiceTitan Tenant ID.
It means that once you find the ID, you'll have to send the number to our support team and let them know you want to integrate with ServiceTitan.
Here's how to find your Tenant ID in ServiceTitan:
Click the gear icon ⚙️ in the top-right corner.
In the left-hand menu, go to Integrations > API Application Access. You will see your Tenant ID on the right.
Copy the number and send it to our support team.
Step 2: Connect a new application in ServiceTitan
In ServiceTitan, click the gear icon ⚙️ in the top-right corner.
Go to Integrations > API Application Access > Connect New App > Plecto > Connect.
Click Allow Access to enable Plecto to read your data.
You will now see your Tenant ID, Client ID and Client Secret under Application Details. You will need to use all these credentials in step 3.
Click Generate to create a Client Secret key. Copy the key.
Move on to Step 3.
Step 3: Integrate ServiceTitan with Plecto
Open Plecto and go to Data management > Data sources > + New data source > ServiceTitan.
Plecto will ask for three credentials: Client ID, Client Secret and Tenant ID.
Insert all three credentials and click Next.
Select the data types you want to import to Plecto.
(Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
Click Next to finish and import your data.
Available data types
Plecto creates one data source for each data type you import. All data sources are listed under Data management > Data sources. These are the currently available data types you can import from ServiceTitan to Plecto:
My data don't match – why?
If the numbers in your ServiceTitan and Plecto accounts don't match, there's an easy way to troubleshoot.
Check if your data source in Plecto contains a field called Active. If it does, you can add a filter to your ServiceTitan formulas where Active is true.
That will give you data on all the active registrations, and the numbers should match those in your ServiceTitan account.