Onboarding Schedule
This page provides an overview of the onboarding and go-live schedule for ServiceTitan integrations, structured by integration type.
- Document Integration
- Journal Entry Integration
| Phase/Task | Notes |
|---|---|
| Onboarding | |
| Step 0: Best Practices for ServiceTitan Data Import | Only for customers new to ST |
| Step 1: Access to Agave | |
| Step 2: System Connection | |
| Step 3: Integration Mappings | |
| ---- Business Unit Mapping | |
| ---- GL Account + Pricebook Mapping | |
| ---- Payment Method Mapping | |
| ---- Timecard Mapping | |
| Step 4: Auto-batching Settings | Only for customers new to ST |
| Step 5: Sync Dry Run | |
| -- Vendors | |
| -- Customers | |
| -- Customer Locations | |
| -- Jobs | |
| -- AR Invoices (Regular) | |
| -- AR Invoices (Adjustment) | |
| -- AR Payments (Regular) | |
| -- AR Payments (Prepayment) | |
| -- AR Payments (Overpayment) | |
| -- AR Payments (Refund) | |
| -- AP Invoices (Regular) | |
| -- AP Invoices (Return) | |
| -- Timecards | |
| Go-Live | |
| Read: Cutover FAQ and Best Practices | |
| Step 1: Link records in both systems | Not for customers new to ERP |
| -- Vendors | |
| -- Customers | |
| -- Customer Locations | |
| -- Jobs | |
| Step 2: Configure Go-Live Sync Triggers | |
| -- Vendors | |
| -- Customers | |
| -- Customer Locations | |
| -- Jobs | |
| -- AR Invoices | |
| -- AR Payments | |
| -- AP Invoices | |
| -- Timecards | |
| Step 3: Turn on Automatic Sync | |
| Hypercare | |
| Review integration operations |
| Phase/Task | Notes |
|---|---|
| Onboarding | |
| Step 0: Best Practices for ServiceTitan Data Import | Only for customers new to ST |
| Step 1: Access to Agave | |
| Step 2: System Connection | |
| Step 3: Integration Mappings | |
| ---- Business Unit Mapping | |
| ---- GL Account + Pricebook Mapping | |
| ---- Timecard Mapping | |
| Step 4: Auto-batching Settings | Only for customers new to ST |
| Step 5: Sync Dry Run | |
| -- Vendors | |
| -- Journal Entries | |
| -- AP Invoices (Regular) | |
| -- AP Invoices (Return) | |
| -- Timecards | |
| Go-Live | |
| Read: Cutover FAQ and Best Practices | |
| Step 1: Link records in both systems | Not for customers new to ERP |
| -- Vendors | |
| Step 2: Configure Go-Live Sync Triggers | |
| -- Vendors | |
| -- Journal Entries | |
| -- AP Invoices | |
| -- Timecards | |
| Step 3: Turn on Automatic Sync | |
| Hypercare | |
| Review integration operations |