Customers

This guide explains how Customers from ServiceTitan sync seamlessly into Spectrum.

✅ Prerequisites & Requirements

Ensure you've completed the following before syncing Customers:

Prerequisite	Notes
Spectrum Info-Link Tables added	See: What Info Link Tables do I need?

🔄 Quickstart Workflow

Step 1: Review the Data Map

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

ServiceTitan	Spectrum	Notes & Additional Information
Address	Address
Name*	Name
Status (Active or Inactive)	Status	By default, we filter out inactive Customers
See Notes*	Sales Tax Code*	We can select a default for all customers. In Spectrum, navigate to Accounts Receivable > Maintenance > Sales Tax
See Notes*	Terms	We can select a default for all customers, or write from a ST custom field. In Spectrum, navigate to Accounts Receivable > Maintenance > Terms
See Notes	Customer_Code	By default, we autogenerate an alphanumeric code based on the first and last names
Type (Residential or Commercial)	Type	By default, we write Residential customers as "RES" and Commercial as "COM"

*Fields with asterisks are required

Step 2: Perform a Test Sync

Watch this short video to learn how to sync a Vendor from Spectrum to ServiceTitan, and where to find the records in each system.

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⚙️ Default Configurations

Sync Trigger

By default, Agave will sync any “Active” Customer in ServiceTitan, as soon as it is created.

🔎 Common Errors and FAQs

What Info-Link Tables do I need?

The following Info-Link tables are required when syncing Customers from or to Spectrum:

1. CR_CUSTOMER_MASTER_MC
2. CR_TERMS_MASTER_MC
3. CR_CUSTOMER_CONTACTS_MC
4. PA_CONTACTS_MASTER

For details on enabling Info-Link tables for your user, see Steps 2.7 in our Spectrum authentication guide.