What is the process for bulk importing vendors from one ServiceTitan tenant to another?

Problem

Users need to transfer about 87 vendors from an existing ServiceTitan tenant to a new one without entering each vendor one by one.

Solution

What is the process for bulk importing vendors from one ServiceTitan tenant to another?

Following these steps will ensure a smooth transition of vendors from one ServiceTitan tenant to another, saving time and effort.

1. Prepare a list of vendors you want to transfer. Include all necessary details for each vendor.

2. Contact your Customer Success Manager (CSM) at ServiceTitan. Provide them with:

• The list of vendors you prepared.

• The names of your current and new tenants.

• Your best contact email.

Inform your CSM of any deadlines, such as when your new tenant goes live. This helps prioritize your request.

Wait for confirmation from your CSM or the ServiceTitan M&A team that your vendors have been successfully imported to your new tenant.