Skip to main content

Customers

Visual Mapping​

ServiceTitan and Spectrum Customers Visual Mapping

ServiceTitan and Spectrum Customers Visual Mapping

ServiceTitan and Spectrum Customers Visual Mapping

ServiceTitan and Spectrum Customers Visual Mapping

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.

Filters​

Agave can apply default filters for you to sync only a subset of Vendors to either Spectrum or ServiceTitan. For example, you may only want to sync Vendors that are not employees or active Vendors. Let your Agave Account Manager know what filters you would like to apply and we can apply these for you.