--- title: "Set up ServiceChannel Integration" slug: "set-up-servicechannel-integration-2" updated: 2026-10-15T01:27:49Z published: 2026-10-15T01:27:49Z canonical: "help.servicetitan.com/set-up-servicechannel-integration-2" --- > ## 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. # Set up ServiceChannel Integration ## Overview Complete the following steps to ensure the ServiceChannel Integration is properly set up with your ServiceTitan account. --- ### #### Who uses this feature - Administrators, CSRs, Marketing Managers, Project Managers, and Operation Managers - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - The ServiceChannel integration in ServiceTitan is managed through WorkConnect. For more, see [WorkConnect overview](/construction/docs/workconnect-overview). - A *ServiceChannel* campaign is automatically generated in ServiceTitan after you enable the ServiceChannel integration. This campaign must remain active for ServiceChannel work orders to flow into ServiceTitan. If your campaign is deactivated, then ServiceChannel work orders will fail to sync with ServiceTitan. - Work orders already started in ServiceChannel prior to setting up the integration aren't synced with ServiceTitan so be sure to finish those in ServiceChannel. ## Set up ServiceChannel integration 1. Go to the top toolbar and click **Settings** ![](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%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D). 2. In the side panel, click **Integrations > Marketing Integrations**. 3. On the *Marketing Integration* screen that opens, select the *ServiceChannel* card and click **Configure**. ![Marketing integrations section displaying options to configure Google and ServiceChannel services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-vwvy0z7k.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) > [!TIP] > **Tip:** Click the **list** icon or **grid** icon to change between the card view and the list view. The *ServiceChannel* setup screen opens in a new tab. Complete the Integration Setup following the steps below: - [Step 1: Agree to API data authorization](/construction/docs/set-up-servicechannel-integration-2#step-1-agree-to-api-data-authorization) - [Step 2: Set up ServiceTitan API access with your ServiceChannel credentials](/construction/docs/set-up-servicechannel-integration-2#step-2-set-up-servicetitan-api-access-with-your-servicechannel-credentials) - [Step 3: Review Settings](/construction/docs/set-up-servicechannel-integration-2#step-3-review-settings) ## Step 1: Agree to API data authorization Before enabling the integration, confirm you agree to the *API and Data Authorization Agreement*. 1. Click the [API and Data Authorization](https://www.servicetitan.com/legal/api-data-authorization) link to read the agreement. 2. After you read the agreement, and if you agree with the terms, select the box and click **I Agree** to confirm. ![API Data Authorization form requiring user agreement for data sharing and compliance.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-xdmnxq4h.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) ## Step 2: Set up ServiceTitan API access with your ServiceChannel credentials To set up the ServiceTitan API access with your ServiceChannel credentials, you first need to create a user for ServiceTitan API, then connect your ServiceChannel and ServiceTitan accounts. ## Create a user for ServiceTitan API > [!NOTE] > **Important:** We recommend you create a new user for the ServiceChannel Integration. To create a user for ServiceTitan API: > [!NOTE] > **Note:** The steps below require a ServiceChannel user with admin permissions. 1. Sign in to your [ServiceChannel](https://login.servicechannel.com/) account. 2. Go to the top toolbar and click the **Grid** icon **> Administration > User Management**. ![ServiceChannel menu showing Administration and User Management options for account settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-kydkfld2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) 3. On the *User Management* screen that opens, click **Invite User**. ![User management interface showing options to invite users and manage user roles.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-gmfebcu0.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) 4. On the *General* screen that opens, enter ‘ServiceTitan’ in the **First Name** field. 5. In the **Last Name** field, enter 'API*'*. 6. In the **Email** field, enter an email address to which you have access to complete the verification step from ServiceChannel. > [!NOTE] > **Note:** If it’s a Gmail email, you can use one of your existing emails and add an alias. For example, if your current email address is help@gmail.com, add a "**+"** to the email address: help+servicetitanapi@gmail.com. 7. From the **User Role** dropdown, select **Business Owner / Management**. ![User role selection and contact information input for ServiceTitan account setup.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-0ac785gf.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) > [!NOTE] > **Note:** Do not change the following fields: > > 1. **Provider Automation User** > 2. **Provider Automation Admin** > 3. **Technician** > 4. **Directory / Fixxbook Permission *![Access settings for user roles including Provider Automation Admin and permissions listed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-52jtrspi.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D)*** 8. When finished, click **Invite**. 9. Go to your email and open the email you received from ServiceChannel, then click **Start Now**. > [!NOTE] > **Note:** The email should come directly from: > > - ***Email Address:*** *donotreply@servicechannel.com* > - ***Email Subject:*** *Join company name on ServiceChannel* > [!TIP] > **Tip:** If you do not receive the email, check your spam or junk folder. Or, reach out to the ServiceChannel Support Team for assistance at [contractorsupport@servicechannel.com](mailto:contractorsupport@servicechannel.com). 10. While going through the user verification, set a password for the ServiceTitan API user. > [!NOTE] > **Note:** Set the password that you want to share with ServiceTitan. For example, Servicetitan1. ## Connect your ServiceTitan and ServiceChannel accounts Complete the following steps to connect your ServiceTitan and ServiceChannel accounts: 1. Copy and paste the [https://www.servicechannel.com/sc/admin/integration/apiaccess](https://www.servicechannel.com/sc/admin/integration/apiaccess) link into your browser. The *API Access* screen opens. 2. To generate your API ClientID and ClientSecret for ServiceTitan, click **Add new client**. ![ServiceChannel API Access page with an option to add a new client highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-gqsu877n.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D)The *Add API Client Info* pop-up opens. 3. In the **Product Name** field, enter "*ServiceTitan Integration"* and click **Save**. ![Form for adding API client information, highlighting product name and URLs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-lr3o807w.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) 4. Copy and paste the following information into the Google form: 1. *ServiceTitan API User Email Address* 2. *ServiceTitan API User Password* 3. *Client ID* 4. *Client Secret ![ServiceTitan integration settings showing Client ID, Client Secret, and Callback URI fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-brm01am7.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D)* 5. Go back to the *API Access* screen. 6. In the **ServiceChannel User Email** field, enter your email address. 7. In the **ServiceChannel Password** field, enter your password. 8. In the **Client ID** field, enter the client ID that is in the [ServiceChannel API Admin](https://www.servicechannel.com/sc/admin/integration/apiaccess). 9. In the **Client Secret** field, enter the client secret that is in the [ServiceChannel API Admin](https://www.servicechannel.com/sc/admin/integration/apiaccess). ![Instructions for setting up ServiceTitan API access with user email and client ID.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-3lxszlgn.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) 10. When finished, click **Save**. ## Step 3: Review Settings By default, all your settings are set up and ready to go. If you want to customize your setup, click **Edit** for any of the feature categories. When ready, click **Turn on Integration** to see your work orders automatically flow from ServiceChannel. *![Review settings for ServiceChannel integration, including job summary and preferences options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-4fj29feo.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D)* ## Edit Preferences 1. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) to make changes to your *Preferences*. 2. Turn on the **Send new work order as a job on Dispatch Board** toggle to route work orders from ServiceChannel to unassigned jobs on the Dispatch Board. > [!NOTE] > **Note:** When turned on, you must select a default **Business Unit** and **Job Type** to apply to all work orders that you receive from ServiceChannel. 3. Turn on the **Send NTE to custom field** toggle to automatically send NTE values from ServiceChannel work orders to the job in ServiceTitan. > [!NOTE] > **Note:** To set up your custom field, go to your **Settings** ![](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%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) to get the ID for the job custom field. 4. Turn on the **Use the Submitted date as the Schedule Date when creating a booking or job** toggle to map the scheduled date from ServiceChannel as the Scheduled Date for the Job in ServiceTitan. This helps prioritize same-day service for work orders from strategic subscribers 5. Click **Save** to save your Preferences. ![Settings preferences for receiving work orders in ServiceTitan application interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-fetrfdcr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) ## Edit Job Summary 1. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) to make changes to your *Job Summary* settings. 2. In the *Select the fields of information* column, select the fields you want to bring over. > [!TIP] > **Tip:** To bring over all fields from the ServiceChannel work order, click **Select All**. ![Job summary interface displaying selectable fields for information arrangement and selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job summary.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) 3. In the *Arrange the order of display* column, use the up and down arrows to arrange the display order of the fields. 4. Click **Delete** to remove a field. 5. When finished, click **Save**. ## Edit Job Status 1. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) to make changes to your *Job Status* settings. 2. Map your ServiceTitan job and appointment statuses to your ServiceChannel statuses. This will apply to job statuses for all customers. ![Mapping job statuses from ServiceTitan to ServiceChannel for efficient tracking and management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/job status.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) 3. When finished, click **Save**. ## Edit Invoice Information 1. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) to make changes to your *Invoice Information* settings. 2. Map your ServiceTitan invoice information to your ServiceChannel invoice information. This will apply to all customers. > [!NOTE] > **Note:** You can only modify the first field mapping to the ServiceChannel Invoice Number. ![Mapping ServiceTitan invoice information to ServiceChannel fields for efficient data transfer.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice information.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) 3. When finished, click **Save**. ## Edit Overrides You can override default customer status mappings between ServiceChannel and ServiceTitan. This allows you to address specific scenarios or exceptions effectively, ensuring consistency and alignment across platforms. To edit your override settings: 1. Click **Overrides. ![Review settings for ServiceChannel integration with preferences and job status options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-tbuddhjo.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D)** 2. In the side panel, select a subscriber. 3. Manually set your override settings for the subscriber. ![Preferences settings for receiving work orders in ServiceTitan application interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-1s6uosg5.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) > [!NOTE] > **Note:** Each override you set will feature a visual indicator on the specific tab you modified. This helps you remember which overrides you made. An indicator is also displayed next to the subscriber’s name, displaying all selected overrides across the tabs for quick reference. 4. When finished, click **Save**. > [!TIP] > **Tip:** Click **Restore to Default Settings** to reset your overrides. ## Edit integration with ServiceChannel You can update the information provided in the *API Access* and *Review Settings* sections if necessary: 1. Go to the top toolbar and click **Settings** ![](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%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) . 2. In the side panel, click **Integrations** **>** **Marketing Integrations**. 3. On the *Marketing Integrations* screen that opens, select the *ServiceChannel* card and click **Edit**. 4. On the *ServiceChannel* screen that opens, you can edit the *API Access* or *Review Settings* sections. ![Settings interface showing API Data Authorization, Access, and Review Settings options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-j9vf4pdz.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) 5. To disable the integration, turn off the **Active** toggle. ![ServiceChannel integration setup with an active toggle switch for account connection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-servicechannel-integration-image-hphnial4.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A14Z&se=2026-10-31T02%3A36%3A14Z&sr=c&sp=r&sig=uwM3m6ezVmCPJ7ZaTuwFZelJ38BNNESZEYWwEQYquCs%3D) ## Want to learn more? - [Manage ServiceChannel Integration](/construction/docs/manage-servicechannel-integration-1) - [ServiceTitan integration with ServiceChannel](/construction/docs/servicetitan-integration-with-servicechannel-1) 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) The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout. **What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments. **Also called:** Schedule board, Dispatch view **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)