Discover a seamless integration process! Learn how to connect ServiceTitan to Upsolve effortlessly for streamlined transactions.
This article guides you through the process of connecting ServiceTitan to Upsolve, allowing you to seamlessly access your ServiceTitan data within the Upsolve platform.
Before you begin, ensure you have the following credentials from ServiceTitan:
Follow these steps to obtain them:
To get the Client ID and Client Secret, refer to this article.
To get the Tenant, follow these steps:
To get the Application Key, follow these steps:
Now that you have your ServiceTitan Client ID, Clint Secret, Tenant and Application Key, you can connect it to Upsolve using the following steps:
Navigate to the data model page in Upsolve.
In the side menu bar, click the “New Data Source” button to initiate the connection process.
In the modal that appears, select “ServiceTitan” as your data source.
Enter a name for your data source name and paste values that you before.
Congratulations! You’ve successfully connected ServiceTitan to Upsolve. You can now access and manage your ServiceTitan data seamlessly within the Upsolve platform.