Customers
Agave Sync allows you to import ServiceTitan Customers to Foundation.
Visual Mapping
Common Errors and FAQs
Can I exclude certain Customers from syncing to my PM System?
Yes. If you prefer not to sync specific Customers to your PM System, Agave Sync allows you to apply filters to exclude them.
Common examples of Vendors that you might want to exclude include:
- Inactive Customers
- Customers not used in the ERP for several years
Let your Agave Account Manager about the filters you’d like to apply, and they will update your sync configuration accordingly.
Error: Customer with Code "#" Already Exists
Agave uses Foundation's built-in "Next Number" feature when creating Customers in Foundation. If you receive the error Foundation: A Customer with code "X" already exists, it is from the "Next Number" already being in use in Foundation.
To reset the "Next Number" in Foundation:
- Navigate to Main Menu > Tools > System > Other and select Next Number:
- Select the relevant data type (Customer in this example) and reset its number (i.e. to a later number):
