Service Titan Knowledge Base

Understand data mapping in IntacctLast updated on 09/09/2022

The tables below show how ServiceTitan fields export to Intacct for major transaction types and record information.


Invoices

Invoices from ServiceTitan are exported to Intacct as the Sales Invoice or Sales Credit Memo Transaction Definition.

ServiceTitan
Intacct
Additional Information (where applicable)

ID

ServiceTitan ID (custom field)

If numbering sequence is off on Intacct, ServiceTitan will also send the ID to the Document number field.

Invoice Number

Reference

Job No

Project Dimension

Displays only if Enable Intacct Projects is turned on in Settings > Intacct > Configuration.

Business Unit

Department

The department dimension exists on each line item under the Entries section in Intacct.

Invoice Date

Date

Bill To

Bill to

Service Location

Ship To

Invoice Summary

Message

Payment Term

Term

Payment Due

Due Date

Subtotal

Subtotal

Subtotal exists under the Subtotals section in Intacct

Tax

Sales tax

Sales tax exists under the Subtotals section in Intacct.

Total

Total

Total exists under the Subtotals section in Intacct.

Tasks

Entries

Each task is a line item entry under the Entries section with Intacct’s dimensional tagging.

Materials

Entries

Each material is a line item entry under the Entries section with Intacct’s dimensional tagging.

Equipment

Entries

Each equipment item is a line item entry under the Entries section with Intacct’s dimensional tagging.

Transaction URL

ServiceTitan URL


Payments/Advances

Payments from ServiceTitan are exported to Intacct as Posted Payments, Advances.

ServiceTitan
Intacct
Additional Information (where applicable)

Customer ID

Customer ID

Customer name

Customer name

Intacct appends the Customer ID to the Customer name.

Type

Payment method

Paid on

Receipt date / Payment date

Advances have the Payment date only.

Payment ID

Document / Check no

Payment ID is not visible in ServiceTitan. However, it ensures uniqueness for tracking purposes.

Check No.

Document / Check no

If the Check No. is filled in ServiceTitan, the number appends the Payment ID on Intacct.

Amount

Payment amount

Note: If you export payment and invoice transactions in the batch and the invoice tied a payment doesn’t export because of an error, the payment will export as an advance.


AR Adjustment Credit / Debit Memo

Payments designated as AR Account Adjustments from ServiceTitan are exported to Intacct as Account Adjustments.

ServiceTitan
Intacct
Additional Information (where applicable)

ID

Adjustment Number

If Document Sequencing is setup to be automatic in Intacct for your AR debit adjustment or AR credit adjustment, the document sequence set in Intacct overrides the Adjustment Number sent by ServiceTitan.

ID

Adjustment Number

Customer

Customer

Job No

Project dimension

Shows only if Enable Intacct Projects is turned on in Settings > Integrations > Intacct > Configuration.

Date

Date

GL Account

Account

Amount

Amount

Business Unit

Department

Business Unit

Location


Inventory Receipts

Receipts from ServiceTitan are exported to Intacct as the PO Receiver or Vendor Invoice Transaction Definition, depending on your configuration.

ServiceTitan
Intacct
Additional Information (where applicable)

ID

Document Number

If the numbering sequence is off in Intacct, ServiceTitan will send the ID to the Document number field.

ID

ServiceTitan ID

Receipt #

Reference

Job #

Job

In Intacct, click the item to view the Job.

Business Unit

Department

In Intacct, click the item to view the Department.

Vendor

Vendor

Inventory Location

Warehouse

Ship To

Pay to / Return to

Date Received

Date

Vendor Payment Terms

Term

Payment Due Date

Due Date

Vendor Memo

Message

Item

Entries

Each item is a line item entry under the Entries section with Intacct’s dimensional tagging.

Total Cost

Total

Total is under the Subtotals section in Intacct.

Shipping

Freight

Freight is under the Subtotals section in Intacct.

Tax

Sales tax

The Sales tax is under the Subtotals section in Intacct.

Total

Total

Total tax is under the Subtotals section in Intacct.

Transaction URL

ServiceTitan URL

Vendor Invoice Number

Vendor Document Number


Inventory Transfers

Inventory Transfers from ServiceTitan are exported to Intacct as the SYS Warehouse Transfer In / Out Transaction Definitions.

ServiceTitan
Intacct
Additional Information (where applicable)

Date Created

Transaction Date

Transfer From

From warehouse

Transfer To

To warehouse

ID

Reference No

If the reference number in ServiceTitan is blank, the Intacct reference number field displays the ServiceTitan ID.

Reference No

Reference No

If the reference number in ServiceTitan is filled in, the Intacct reference number field displays the reference number and the ServiceTitan ID.

Memo

Description

Item

Entries

Each item is a line item entry under the Entries section with Intacct’s dimensional tagging.


Inventory Adjustments / Beginning Balance

Inventory Adjustments / Beginning Balances from ServiceTitan are exported to Intacct as the Adjustment Increase / Decrease and Beginning Balance Transaction Definitions, respectively.

ServiceTitan
Intacct
Additional Information (where applicable)

ID

Document number / Reference number

If the reference number in ServiceTitan is blank, the Intacct reference number field will only display the ServiceTitan ID.

Adjustment Date

Date

Reference No

Reference number

If the reference number in ServiceTitan is filled in, the Intacct reference number field will display the reference number and the ServiceTitan ID.

Memo

Message

Location

Warehouse

Item

Entries

Each item is a line item entry under the Entries section with Intacct’s dimensional tagging.

Change in Quantity

Quantity

Business unit

Class


Inventory Returns

Inventory Returns from ServiceTitan are exported to Intacct as the Purchasing Debit Memo Transaction Definition.

ServiceTitan
Intacct
Additional Information (where applicable)

ID

Document Number

If numbering sequence is off in Intacct, ServiceTitan will send the ID to the Document number field.

ID

ServiceTitan ID

Number

Reference

Vendor

Vendor

Business Unit

Department

In Intacct, click the item to view the Department.

Inventory Location

Warehouse

Job No

Job

In Intacct, click the item to view the Job.

Return Date

Date

Memo

Message

Item

Entries

Each item is a line item entry under the Entries section with Intacct’s dimensional tagging.

Quantity Returned

Quantity

Cost

Price

Tax

Sales tax

Sales tax is under the Subtotals section in Intacct.

Freight

Freight

Freight is under the Subtotals section in Intacct.

Total

Total

Total tax is under the Subtotals section in Intacct.

Transaction URL

ServiceTitan URL


Customers

Each customer record in ServiceTitan is created as a contact and customer in Intacct.

ServiceTitan
Intacct
Additional Information (where applicable)

ID

ID

A prefix appends to the ID

Name

Name

The name also includes the ServiceTitan ID.

ID

ServiceTitan ID (custom field)

Customer URL

ServiceTitan URL


Vendors

Each vendor record in ServiceTitan is created as a contact and vendor in Intacct.

ServiceTitan
Intacct
Additional Information (where applicable)

ID

ID

A prefix appends to the ID.

Name

Name

The name also includes the ServiceTitan ID.

ID

ServiceTitan ID (custom field)

Vendor URL

ServiceTitan URL


Contact

Contacts are created for each customer, vendor, and service location in Intacct. Each contact is automatically associated to its respective record. Each customer on Intacct can have multiple service location contacts assigned to itself.

ServiceTitan
Intacct
Additional Information (where applicable)

Name/Vendor Name

Company name

Name + ID

Suggested contact name

Name/Vendor Name

Print as

Email

Primary email address

Phone/Mobile Phone

Primary phone

Street

Address line 1

City

City

State

State/Province

Zip

Zip Code

Country

Country

Country names are exported to Intacct in ISO country code format. Note: This applies to naming conventions of countries that are supported by ServiceTitan, which are US, USA, CA, United States, Canada, Mexico, United Kingdom, Australia, South Africa, Brazil, India, China, Japan, and Germany. These country formats are not case sensitive. If you enter any other format for a country in ServiceTitan, it won’t export to Intacct in ISO country code format.

Phone/Mobile Phone

Secondary phone

Fax

Fax

Email

Secondary email address


Items

ServiceTitan
Intacct
Additional Information (where applicable)

ID

Item Id

ID

ServiceTitan Id

Name

Name

Description

Extended description

Price

Base price

Intacct Item GL Group

GL Group

Enable Inventory Tracking

Item type

If Enable Inventory Tracking is toggled ON, the item type is Inventory. If toggled OFF, the item type is Non-Inventory.

Transaction URL

ServiceTitan URL


Projects

ServiceTitan
Intacct
Additional Information (where applicable)

ID

ID

Job No/Project No

Name

Displayed as ST Job #### if object is a Job, displayed as ST Project #### if object is a Project

Project No

Parent Project

Only populated if the object is a Job

ID

ServiceTitan ID

Job/Project URL

ServiceTitan URL


Want to learn more?

For more information about our Intacct integration, see Intacct Users.



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.