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Customers

Agave Sync allows you to import ServiceTitan Customers to Foundation.

Visual Mapping​

ServiceTitan and Foundation Customers Visual Mapping

ServiceTitan and Foundation Customers Visual Mapping

Video Tutorial​

Common Errors and FAQs​

Are there any pre-requisites to syncing Customers?​

No - outside of creating the Customer in ServiceTitan, there are no pre-requisites to syncing Customers.

note

The ServiceTitan Onboarding team will typically import all of your Customers from Foundation to ServiceTitan as part of their onboarding process. In this case, you will want to link all Customers that map between the two systems to avoid creating duplicates.

Agave Sync will auto-link on the following fields for Customers:

  • Name
  • Address
  • Email
  • Phone

Can I write custom fields to Foundation?​

Agave Sync cannot write to custom fields in Foundation. However, we can support writing values from custom fields in ServiceTitan to writable fields in Foundation.

Consult your Agave Account Manager on which fields you can write to in Foundation Customers.

Can I customize the Customer number I sync to my accounting system?​

Yes. By default, Agave Sync will either use the next available Customer number or the auto-generated ServiceTitan number when syncing Customers to your accounting system. However, you may want to use a custom value you set in ServiceTitan.

If you would like to use a custom value in ServiceTitan, you can add a custom field. To add a custom field to ServiceTitan Customers:

  1. Go to the ServiceTitan Settings page and press Custom Fields:

Customer Custom Fields
  1. On the Custom Fields page, press Add:

Customer Custom Fields
  1. Enter the Custom Field name (e.g. "ERP ID") and select Customer Record under "Where It Appears":

Customer Custom Fields
  1. Scroll to the bottom of the page. Under Type, select "Text". Then press Save:

Customer Custom Fields
  1. The Custom Field will appear as editable on Customer records. Note, it usually takes a few minutes for the Custom Field to become available:

Customer Custom Fields

Two-tier Customer Billing​

You might manage billing differently in ServiceTitan compared to your accounting system (ERP). For instance, a customer could complete many government jobs within a state, with each job treated as a separate customer and location in ServiceTitan. However, in the ERP, all these jobs might be grouped under the same government entity because billing is consolidated.

To support this, your Agave Account Manager can activate a setting that instructs Agave Sync to use a specific custom field in ServiceTitan (e.g., "Bill to Parent ID") when syncing records. The logic works like this:

  1. If the custom field (e.g., "Bill to Parent ID") has a value for a ServiceTitan Customer, Agave Sync will use that value instead of the ServiceTitan Customer ID.
  2. If the custom field is empty, Agave Sync will default to using the ServiceTitan Customer ID.

In case 1 (when the custom field is filled in), the ServiceTitan Customer does not need to be directly synced or linked to the ERP.

In case 2 (when the custom field is empty), the ServiceTitan Customer must be synced/linked to the ERP.

Please contact your Agave Account Manager if you would like to enable this setting.

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:

  1. Navigate to Main Menu > Tools > System > Other and select Next Number:

Foundation Auto Numbering
  1. Select the relevant data type (Customer in this example) and reset its number (i.e. to a later number):

Foundation Auto Numbering