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 Customer from ServiceTitan to Spectrum, 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:
- CR_CUSTOMER_MASTER_MC
- CR_TERMS_MASTER_MC
- CR_CUSTOMER_CONTACTS_MC
- PA_CONTACTS_MASTER
For details on enabling Info-Link tables for your user, see Steps 2.7 in our Spectrum authentication guide.