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Service Sites

This guide explains how you can sync your Customer Locations in ServiceTitan to Spectrum as Sites.

βœ… Prerequisites & Requirements​

Ensure you've completed the following before syncing Service Sites:

PrerequisiteNotes
Spectrum Info-Link Tables addedSee: What Info Link Tables do I need?
Tax Codes syncedTo sync Service Sites, there must be a link between the Tax Code used in ServiceTitan, and a Sales Tax Code in Spectrum.
Customers syncedTo sync Service Sites, there must be a link between the Customers in ServiceTitan and in Spectrum.

πŸ”„ Quickstart Workflow​

Step 1: Review the Data Map​

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

ServiceTitanSpectrumNotes
Address CityCity
Address ZipZip Code
Address StateState
Address StreetAddress 1
Address UnitAddress 2
Name*Site Name
ID*Site Code
CustomerCustomer Code
Tax ZoneSales Tax Code

*Fields with asterisks are required

The following visual map shows where to find each field in both systems:

Mapping 1Mapping 2

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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βš™οΈ Default Configurations​

Sync Trigger​

By default, Agave will sync any β€œActive” Customer Location in ServiceTitan, as soon as it is created.

πŸ”Ž Common Errors and FAQs​

The following Info-Link tables are required when syncing Customer Locations (Service Sites) to or from Spectrum:

  1. WO_ADDRESS_MC

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