Overview
ServiceTitan’s integration with NetSuite exports accounting transactions and applies standard segments for more detailed reporting. Transactions are mapped to their NetSuite equivalents and can appear in multiple sections of your NetSuite account.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
This feature is currently in Private Preview and available for specific accounts. It is subject to change.
Master data and transactions
Below is a list of master data from ServiceTitan to NetSuite. It includes the corresponding transaction names in both systems and where to find them in NetSuite.
ServiceTitan | NetSuite | Where to find in NetSuite |
|---|---|---|
Customers | Customers | Lists > Relationships > Customers |
Vendors | Vendors | Lists > Relationships > Vendors |
Business Unit | Subsidiary | Setup > Company > Subsidiaries |
Business Unit | Department/Class/Location | Setup > Company > Classifications |
Trucks/Warehouses | Locations | Setup > Company > Classifications > Locations |
General Ledger Accounts | Chart of Accounts | Setup > Accounting > Chart of Accounts |
Accounting and transactions
Below is a list of transactions exported from ServiceTitan to NetSuite. It includes the corresponding transaction names in both systems and where to find them in NetSuite.
ServiceTitan | NetSuite | Where to find it in NetSuite |
|---|---|---|
Jobs | Projects | Lists > Relationships > Projects |
Invoices | Invoices | Transactions > Sales > Create Invoices > List |
Payment | Customer Payments | Transactions > Sales > Accept Customer Payments > List |
Bank Deposits | Journal Entry | Transactions > Financial > Make Journal Entries > List |
Purchase Order | Purchase Order | Transactions > Purchases > Enter Purchase Orders > List |
Receipt | Item Receipt | Transactions > Purchases > Receive Orders > List |
Inventory Bill | Vendor Bill | Transactions > Payables > Enter Bills > List |
Inventory Returns/Vendor | Vendor Credit | Transactions > Payables > Enter Vendor Credits |
Inventory Transfers | Transfer Orders | N/A |
Inventory Adjustments | Journal Entry | Transactions > Financial > Make Journal Entries > List |
Journal Entry | Journal Entry | Transactions > Financial > Make Journal Entries > List |
View in ServiceTitan
All data synced to NetSuite have a View in ServiceTitan button that when clicked will open a new ServiceTitan browser tab and take the user directly to the corresponding record in ServiceTitan. If the user is not already logged in to ServiceTitan, the user will be presented with a login page before navigating to the linked record.
