--- title: "Onboarding guide: Full Procurement Integration for ServiceTitan customers" slug: "onboarding-guide-full-procurement-integration-for-servicetitan-customers-1" updated: 2026-10-15T00:43:05Z published: 2026-10-15T00:43:05Z canonical: "help.servicetitan.com/onboarding-guide-full-procurement-integration-for-servicetitan-customers-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Onboarding guide: Full Procurement Integration for ServiceTitan customers ## Overview Activate your supplier integration, set up your pricebook, and optimize purchase order management through efficient supply chain workflows. --- ### #### Who uses this feature - Office employees, managers, owners, administrators, and purchasing managers - Applies to all business types ## Step 1: Map your ServiceTitan account with your supplier accounts After requesting an integration with one of our procurement suppliers and having it configured for your account, log in to ServiceTitan to [activate the integration](/construction/docs/set-up-your-account-for-the-full-procurement-integration-1). 1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A39Z&se=2026-10-31T02%3A44%3A39Z&sr=c&sp=r&sig=cy4fH7n4haaicrIdPAKUrJ3YfTbR3zmad1%2FEPSTg53U%3D) **> Integrations > Vendor Integrations.** 2. In the *Vendor Integrations* screen that opens, click **Full Procurement**. ![Cursor Full Procurement in Settings](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-full-procurement-integration-for-servicetitan-customers-image-3mm7ct1z.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A39Z&se=2026-10-31T02%3A44%3A39Z&sr=c&sp=r&sig=cy4fH7n4haaicrIdPAKUrJ3YfTbR3zmad1%2FEPSTg53U%3D) 3. Select your ServiceTitan supplier and follow the steps on the *Integration Setup* screen: 1. **Link Vendors**: Select and link *Replenishment vendors* for integration. For more details on how to create a replenishment vendor, see [Set up vendors](/construction/docs/set-up-vendors-2). 2. **Verify Supplier Account Number**: Enter your supplier credentials or, if applicable, select your preferred supplier account. 3. **Map Account**: Map supplier account(s) to [Business Units](/construction/docs/add-and-edit-business-units-3) or [Trucks & Warehouses](/construction/docs/set-up-inventory-locations-trucks-and-warehouses-7). Select a **Primary** subaccount. 4. When finished, click **Activate**. > [!NOTE] > **Note:** If you have multiple accounts depending on your supplier, you may be able to complete account mapping for multiple accounts. Please check out the [Multiple Accounts](/construction/docs/set-up-multiple-account-integrations-in-a-single-vendor-s-system) article for more information. ## Step 2: Set up your pricebook After activation, add vendor catalog items to your ServiceTitan Pricebook to view costs, add to estimates, and create POs. This is important as it allows you to view costs, add items to estimates on mobile, and create POs. There are several ways you can set up your Pricebook: #### Option 1: Upload Purchase History 1. Go to **Pricebook > Pricebook Connect > Catalogs**. 2. Select a provider and click **Upload Purchase History.** 3. Follow the [Import Purchase History](/construction/docs/upload-purchasing-history-from-vendor) steps. ![Cursor Upload File in Purchase History Import](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-full-procurement-integration-for-servicetitan-customers-image-x76hskvt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A39Z&se=2026-10-31T02%3A44%3A39Z&sr=c&sp=r&sig=cy4fH7n4haaicrIdPAKUrJ3YfTbR3zmad1%2FEPSTg53U%3D) #### Option 2: Map to provider 1. Go to **Pricebook > Pricebook Connect > Catalogs** and click **More > Map to provider**. ServiceTitan matches items based on fields like name, model number, and part number. 2. Review matched items page by page and bulk-map them to your Pricebook. By default, only *High Matches* are shown—adjust filters to see more matches. For more, see [Map provider catalogs to your pricebook](/construction/docs/map-provider-catalogs-to-your-pricebook-with-pricebook-connect). ![Cursor Map to provider](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-full-procurement-integration-for-servicetitan-customers-image-u6n1ph7j.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A39Z&se=2026-10-31T02%3A44%3A39Z&sr=c&sp=r&sig=cy4fH7n4haaicrIdPAKUrJ3YfTbR3zmad1%2FEPSTg53U%3D) > [!NOTE] > **Note:** You can [unmap incorrectly mapped items](/construction/docs/unmap-provider-catalogs-from-your-pricebook) and remap them to the correct ones. #### Option 3: Add net new items 1. Go to **Pricebook > Pricebook Connect > Catalogs**, select a catalog to browse, and view categories (*Services/Equipment* or *Materials*). 2. Select items or categories. Hover over categories for subcategory items, and click **Show Details** for more information. 3. Click **Select All** to choose all items, or manually select specific items. When done, click **Add to Pricebook**. ![Cursor Add to Pricebook](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-full-procurement-integration-for-servicetitan-customers-image-lfawpkxx.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A39Z&se=2026-10-31T02%3A44%3A39Z&sr=c&sp=r&sig=cy4fH7n4haaicrIdPAKUrJ3YfTbR3zmad1%2FEPSTg53U%3D) ## Step 3: Manage your pricebook After items are mapped or added from the vendor catalog to your pricebook, vendor cost pricing flows through **Pricebook > Pricebook Connect > Updates** for you to apply. Prices update nightly and won't be immediately available. You can *Manually* update items or enable *Auto* updates in **Pricebook Connect > Updates** section. 1. On the *Updates* screen, click the **Provider** dropdown and select the catalog you want to view updates for. 2. Click **Auto** to manage update settings. 3. Choose **Auto Update** for fields you want to update automatically and click **Save** to apply changes. > [!TIP] > **Tip:** We recommend turning on Auto Update for costs to ensure accurate and up-to-date information. This automatically updates costs for both equipment and materials. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-full-procurement-integration-for-servicetitan-customers-image-ak0fv4pk.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A39Z&se=2026-10-31T02%3A44%3A39Z&sr=c&sp=r&sig=cy4fH7n4haaicrIdPAKUrJ3YfTbR3zmad1%2FEPSTg53U%3D)You can view automatic and manual updates/dismissals in the *History Log*. See [Update your pricebook with Pricebook Connect](/construction/docs/update-your-pricebook-with-pricebook-connect) for more information. ## Step 4: Manage your purchase orders (POs) After mapping your catalog and tracking updates, you can create purchase orders and take full advantage of supply chain workflows. Full Procurement Integration supports the following purchasing processes: #### Create and send POs electronically 1. Go to the **Inventory** or **Purchasing** tab **> Purchase Orders**. 2. Click **Create New**, complete all required fields and add items. 3. Click **Send as Electronic Delivery**. ![Create and send POs electronically](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-full-procurement-integration-for-servicetitan-customers-image-sug9qkw7.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A39Z&se=2026-10-31T02%3A44%3A39Z&sr=c&sp=r&sig=cy4fH7n4haaicrIdPAKUrJ3YfTbR3zmad1%2FEPSTg53U%3D) ServiceTitan verifies quantity and cost with the vendor's stock and price. You can then click **Review Stock Levels** to see the stock level reported by the vendor. See [Create and send POs electronically](/construction/docs/send-a-purchase-order-electronically) for more information. #### Check real-time availability and pricing of PO items 1. On the *Create Purchase Order* screen, select a **Vendor** with Full Procurement Integration and add line items with supplier part numbers. 2. Click **Check Vendor Inventory** to verify stock levels and pricing. If quantity and pricing match, you'll receive a confirmation. 3. Click **Review Stock Levels** if needed. ![Cursor check vendor inventory](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-full-procurement-integration-for-servicetitan-customers-image-qw7tx078.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A39Z&se=2026-10-31T02%3A44%3A39Z&sr=c&sp=r&sig=cy4fH7n4haaicrIdPAKUrJ3YfTbR3zmad1%2FEPSTg53U%3D) For more information, see [Check Real-time availability and pricing of PO items](/construction/docs/check-real-time-availability-and-pricing-of-po-items-1). > [!TIP] > **Tip:** Add catalog items directly to purchase orders and optionally map or save them to your pricebook. For more, see [Search and add vendor catalog items directly to your PO](/construction/docs/search-and-add-catalog-items-to-your-purchase-orders-1). #### Select a vendor branch to check availability 1. On the *Create Purchase Order* screen, select a **Vendor** with Full Procurement Integration and the **Supplier Branch**. 2. Complete the required fields and click **Check Vendor Inventory** to verify stock levels. 3. Click **View and Resolve** to check for discrepancies, review branch card details, and make necessary adjustments. ![Select a vendor branch to check availability](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-full-procurement-integration-for-servicetitan-customers-image-e6bsceda.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A39Z&se=2026-10-31T02%3A44%3A39Z&sr=c&sp=r&sig=cy4fH7n4haaicrIdPAKUrJ3YfTbR3zmad1%2FEPSTg53U%3D) See [Branch-based purchasing](/construction/docs/branch-based-purchasing) for more details. --- ### FAQ #### What if I have the item set up in my Pricebook as ‘equipment’ and the vendor has it listed as ‘material’ or vice versa? Deactivate the equipment type and add and/or map the item to the SKU type the vendor set up. You will follow the same process for materials. #### What if my costs show up as $0? A $0 cost appears in the vendor catalog in Pricebook Connect until mapped or added to your Pricebook. If you still do not see the cost for these items, please follow the following steps: - Make sure the vendor is set as the default vendor for those items. - Check Pricebook Connect > Updates > Settings to make sure the Update settings are set up correctly (ie. not set to Auto Dismiss). - Item costs sync to the pricebook overnight. Allow up to 24 hours for costs to update after adding or mapping items. ## Additional resources - Use [ServiceTitan Help Center](/construction/docs/contact-servicetitan-technical-support) or contact [Technical Support](http://go.servicetitan.com/ask) for assistance The process of how ServiceTitan connects directly to the supplier and validates user accounts. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Used to retrieve up-to-date quantity levels at that specific time from the supplier. Only triggered when the purchase order is created. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Used when home service providers purchase items from a branch other than their default. Commonly due to availability, urgency, and/or proximity to a job site. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)