Prepare and trigger transactions for NetSuite sync

  • Updated on Mar 27, 2026
  • Published on Mar 2, 2026
  • 3 minute(s) read
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Overview

To complete the ServiceTitan NetSuite integration, transactions must first be prepared for sync in ServiceTitan and then synced to NetSuite using the SuiteApp. This process ensures that only validated, ready-to-post records are transferred and that your financial data stays accurate across both systems.

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.

Prepare transactions for sync in ServiceTitan

Before any document can sync from ServiceTitan to NetSuite, it must be prepared and marked for sync. Your organization will use one of two methods depending on its configuration.

Sync method

How it works

Journal entry sync (financial-only sync)

Represents financial transactions as journal entries in NetSuite.

Batch-based document sync (AR/AP transactions)

Uses batches to prepare invoices, payments, purchase orders, item receipts, and vendor bills for sync.

Journal entry sync (financial-only sync)

Journal entries are used to represent financial transactions in NetSuite when using a journal entry–based sync configuration.

To prepare journal entries for sync:

  1. In ServiceTitan, go to Accounting > Journal Entries.

  2. Select one or more journal entries that are ready for sync.

  3. Open the Actions dropdown and select Start Syncing.

  4. The selected entries will be marked as Pending for sync.

Once entries are marked as pending, the sync must be initiated from NetSuite—either manually from the SuiteApp or automatically through a scheduled sync, depending on your configuration.

Batch-based document sync (AR/AP transactions)

Document-based transactions—such as invoices, payments, purchase orders, item receipts, and vendor bills—use a batching process.

To prepare documents for sync:

  1. In ServiceTitan, go to Accounting > Batch / Export Transactions.

  2. Create a new batch or open an existing one.

  3. Add the desired transactions to the batch.

  4. Post the batch to mark the documents for sync.

After posting, the sync must be triggered from the NetSuite SuiteApp. Depending on your automation settings, this can occur manually or on a scheduled basis.

Note: Both sync methods are configurable within ServiceTitan. Refer to your implementation guide or consult ServiceTitan resources to determine the best configuration and automation strategy for your organization.

Trigger the sync from NetSuite

After transactions—whether document-based (invoices, payments, purchase orders) or journal entry–based—are prepared and marked for sync in ServiceTitan, the sync must be initiated from NetSuite using the SuiteApp. The sync can be triggered manually or set to run on a recurring schedule, depending on your configuration.

Manual sync

You can manually trigger the sync for a single tenant or for all tenants from the ServiceTitan Dashboard in NetSuite. Manual syncs are useful for testing, troubleshooting, or performing immediate one-off updates.

Single tenant sync

  1. In NetSuite, go to the ServiceTitan Dashboard.

  2. Locate the tenant you want to sync.

  3. Click Execute in the Integration Run column to start the sync for that tenant only.

All tenants sync

  1. Go to the ServiceTitan Dashboard in NetSuite.

  2. Click Execute All at the top of the tenant list to start the sync for all connected tenants at once.

Scheduled sync

You can configure the SuiteApp to run the sync automatically on a recurring schedule:

  1. In the ServiceTitan Dashboard, click Set Schedule.

  2. This opens the script deployment record for ServiceTitan – Integration Run Controller.

  3. On the Schedule subtab:

    1. Choose your scheduling frequency (single event, daily, weekly, monthly, or yearly).

    2. Confirm the schedule is based on your NetSuite user’s time zone and preferences.

  4. Set Status to Scheduled.

  5. Click Save to activate the schedule.

The SuiteApp will now run the sync automatically at the defined intervals. You can monitor execution in the Execution Log or by checking the Integration Run status in the ServiceTitan Dashboard.

Dry Run

The Dry Run option simulates the sync without creating or modifying records in NetSuite. It is useful for testing configurations and reviewing the transactions queued for sync.

To perform a Dry Run:

  1. Open the ServiceTitan Dashboard in NetSuite.

  2. In the Integration Run column for the desired tenant, click Dry Run.

The SuiteApp displays the transactions and records currently queued for sync without posting any data to NetSuite.

Use cases for Dry Run:

  • Validate the sync payload before committing changes.

  • Confirm account, customer, and vendor mappings are set correctly.

  • Safely test new configurations without affecting production data.

Note: A Dry Run does not create, update, or delete any records in NetSuite.

View latest run

The View Latest Run option shows the most recent sync results for a tenant. This provides visibility into what was processed and any errors encountered.

  1. Go to the ServiceTitan Dashboard in NetSuite.

  2. In the Integration Run column, click View Latest Run for the desired tenant.

The summary displays:

  • Transactions and records included in the last sync

  • Any errors or skipped records

  • Overall status of the integration run

Want to learn more?

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