Overview
After enabling the Intacct integration in ServiceTitan, you're now ready to sync your Intacct objects with ServiceTitan to make sure your accounting information stays consistent across both platforms.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
Intacct is a third-party accounting application that can be integrated with ServiceTitan. Please contact your success or implementation managerif you are interested in switching accounting softwares.
Sync Intacct objects
Go to the navigation bar and click Settings
. In the side panel, click Integrations > Intacct.
In the Connection tab, click Edit to connect your Intacct account with ServiceTitan and configure what objects to sync.
In the Sync tab, click the button next to “Import Master Data” to sync ServiceTitan with Intacct.
Next step: Map business units in ServiceTitan to Intacct
After syncing your Intacct objects with ServiceTitan, you can now map your Intacct locations, departments, and classes to business units in ServiceTitan. For more, see Onboarding Step 3: Map business units in ServiceTitan to Intacct.
Want to learn more?
See how to Intacct Onboarding Step 1: Set up the Intacct Integration with ServiceTitan.
Read about Intacct’s capability within ServiceTitan with the Intacct - FAQ.