Set up your account for the Lennox integration

Overview

Integrate your Lennox product catalog with ServiceTitan to access accurate product details, customer-specific pricing, and branch pickup options. Enhance your purchasing workflow with real-time pricing and stock availability updates, and improved purchase order approval rates.

Things to know

• Setting up your account with the Lennox integration involves authenticating users through SingleSign-On (SSO).

  • When setting up your account for Lennox integration, the email and password are tied to an individual user, not the company. If Lennox removes the account of the main user who set up the integration, the integration will be disconnected, and you’ll need to reconnect it.

    Note: We recommend setting up the integration with the business owner’s account credentials to avoid such scenarios. 

  • If your integration disconnects, go to Settings > Integrations > Vendor Integrations > Full Procurement to reconnect. If you use non-admin credentials or an admin account without access to the original account list from the Verify Account Number step, you'll get a notification to check your Single Sign-On (SSO) login or contact your vendor. To fix this, log in with an admin account that has the correct access.
    

Connect your account in Vendor Integrations

Easily connect your Lennox account to ServiceTitan using Single Sign-On (SSO).

To connect your account:

1. Go to the top toolbar and click Settings .

2. In the side panel, click Integrations > Vendor Integrations.

3. In the Vendor Integrations screen that opens, click Full Procurement.
   

4. Click Lennox. 

5. In the Accounts screen that opens, click Connect via SSO Login. 
   

6. On the new SSO screen, enter your Lennox account details and click Sign In. This redirects you back to your ServiceTitan account for integration setup. 
   

7. Follow the steps on the Integration Setup screen that opens. For more, see Integration Setup. 

Integration Setup

Step 1: Link Vendors

1. In the Link Vendors section, select Lennox as a vendor. 
   

   Note: Vendors available to be linked must be replenishment vendors and must not be used on other activated integrations. To filter the results, use the Show only replenishment vendors toggle or set vendors as replenishment in settings.

2. Review the information and click Next. 

Step 2: Verify Lennox Account Number

1. Select a Lennox account number from the options provided and click Next.

Note: You’ll get a real-time alert notifying you when vendor accounts are unavailable for pairing, reducing the chance of setup errors.

Step 3: Map Account

1. Select a data type, Business Unit (BU) or Truck & Warehouse, to map your supplier accounts with their equivalent object in ServiceTitan. 

2. Click the dropdown and select the warehouses, trucks, or business units in ServiceTitan that correspond to your supplier account.

3. Select a Primary account as the default for purchases.
   

4. When finished, click Activate. 

Activating the vendor integration stores the mapping between ServiceTitan and your supplier so that all supplier subaccounts are referenced throughout the Full Procurement process.

Note: If your integration disconnects, go to Settings > Integrations > Vendor Integrations > Full Procurement to reconnect. Log in with an admin account that has the correct access.

Tip: Set up SMS and/or email alerts to receive notifications if your integration gets disconnected. To learn how to set up alerts in ServiceTitan, see Use Alerts.

Want to learn more?

• See Available supply chain integrations

• See Send a purchase order electronically

• See Upload purchasing history from vendor