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Customers

This guide explains how ServiceTitan Customers sync to Sage 100 Contractor as Receivable Clients.

πŸ”„ Quickstart Workflow​

Step 1: Review the Data Map​

The following data map details the fields we support in our sync.

ServiceTitan and Sage 100 Contractor Customers Visual Mapping

Step 2: Perform a Test Sync​

Watch this short video to learn how to sync a Customer from ServiceTitan to Sage 100C, and where to find the records in each system.

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βš™οΈ Default Configurations​

Sync Trigger​

By default, Agave will sync any β€œActive” Customer in ServiceTitan, as soon as it is created. Agave can also configure so that it only syncs customers that have open AR.

πŸ”Ž Common Errors and FAQs​