Service Sites
This guide explains how you can sync your Customer Locations in ServiceTitan to Spectrum as Sites.
β Prerequisites & Requirementsβ
Ensure you've completed the following before syncing Service Sites:
Prerequisite | Notes |
---|---|
Spectrum Info-Link Tables added | See: What Info Link Tables do I need? |
Tax Codes synced | To sync Service Sites, there must be a link between the Tax Code used in ServiceTitan, and a Sales Tax Code in Spectrum. |
Customers synced | To sync Service Sites, there must be a link between the Customers in ServiceTitan and in Spectrum. |
π Quickstart Workflowβ
Step 1: Review the Data Mapβ
The following data map details the fields we support in our sync:
ServiceTitan | Spectrum | Notes |
---|---|---|
Address City | City | |
Address Zip | Zip Code | |
Address State | State | |
Address Street | Address 1 | |
Address Unit | Address 2 | |
Name* | Site Name | |
ID* | Site Code | |
Customer | Customer Code | |
Tax Zone | Sales Tax Code |
*Fields with asterisks are required
The following visual map shows where to find each field in both systems:
Step 2: Perform a Test Syncβ
Watch this short video to learn how to sync a Vendor from Spectrum to ServiceTitan, and where to find the records in each system.
\
βοΈ Default Configurationsβ
Sync Triggerβ
By default, Agave will sync any βActiveβ Customer Location in ServiceTitan, as soon as it is created.
π Common Errors and FAQsβ
What Info-Link Tables do I need?β
The following Info-Link tables are required when syncing Customer Locations (Service Sites) to or from Spectrum:
- WO_ADDRESS_MC
For details on enabling Info-Link tables for your user, see Steps 2.7 in our Spectrum authentication guide.