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.
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: If you want to import ServiceTitan reports to Plecto
When creating custom reports in ServiceTitan, you usually need to choose a report type and template.
Mandatory fields: For your reports to populate correctly in Plecto, you must ensure that they contain the following mandatory parameters:
Employee: Add at least one field that relates to an employee (for example, Primary Technician, Estimate Created By).
Unique identifier: Field that contains a unique ID (for example, Job ID, Invoice Number). After importing, this will become the registration ID in your data source in Plecto.
Date: Field that contains a date (for example, Completion Date, Created Date). Since every registration in Plecto must have a date stamp, it's important to have at least one date field in your ServiceTitan report.
When you're ready, move on to Step 4 and integrate your ServiceTitan data into Plecto!
Step 4: Integrate ServiceTitan with Plecto
In Plecto, go to 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 you want to import:
For regular data types: Select checkboxes and configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.
For reports: Select a report category and the actual report you want to import. You can import a report in two ways:
Raw data: Each row in Plecto will represent an individual record created or modified during a specified time period. Each registration is unique and has an External ID field (for example Job ID, Invoice ID).
Aggregated data: Each row in Plecto will provide a summarized view of your metrics over a specified time period (can be aggregated daily or monthly). Each registration represents a specific metric (for example Completed Jobs).
Click Next to choose how much data to import and how long you want to keep it in the data source.
Click Import to finish.
Available data
You can currently import the following data from ServiceTitan to Plecto:
Calls
Campaigns
Campaigns Costs
Customer Memberships
Customers
Estimate items
Estimates
Invoice items
Invoices
Job assignments
Job splits
Jobs
Jobs Timesheets
Materials
Membership Types
Reviews
Services
Troubleshoot your ServiceTitan data sources
If the numbers in your ServiceTitan and Plecto accounts don't match, there's a 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.