Understand data mapping in IntacctLast updated on 02/28/2023
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.
Payments/Advances
Payments from ServiceTitan are exported to Intacct as Posted Payments, Advances.
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.
Inventory Receipts
Receipts from ServiceTitan are exported to Intacct as the PO Receiver or Vendor Invoice Transaction Definition, depending on your configuration.
Inventory Transfers
Inventory Transfers from ServiceTitan are exported to Intacct as the SYS Warehouse Transfer In / Out Transaction Definitions.
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.
Inventory Returns
Inventory Returns from ServiceTitan are exported to Intacct as the Purchasing Debit Memo Transaction Definition.
Customers
Each customer record in ServiceTitan is created as a contact and customer in Intacct.
Vendors
Each vendor record in ServiceTitan is created as a contact and vendor in Intacct.
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.