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Jobs

Agave Sync allows you to export ServiceTitan Jobs to Deltek ComputerEase Jobs.

Visual Mapping​

ServiceTitan and Deltek Customers Visual Mapping

ServiceTitan and Deltek Customers Visual Mapping

Video Tutorial​

Common Errors and FAQs​

Are there any pre-requisites to syncing Jobs?​

Yes, you must sync or link the following records associated with a Job beforehand:

  1. Customer
  2. Department or Business Unit (if applicable)

Importing Jobs from ComputerEase to ServiceTitan​

If you choose to import Jobs from ComputerEase to ServiceTitan, there are a few important details to keep in mind:

  1. Job Location: Agave will default to the Customer's default Location when importing the Job.
  2. Appointment: since ServiceTitan requires an Appointment, Agave will default to the "Date Open" from ComputerEase.
  3. Other Default Fields: ServiceTitan requires the following fields to be set. You can work with your Agave Account Manager to apply default values for these:
    • Business Unit (Department)
    • Job Type
    • Priority
    • Campaign