Prepare your data for import into ServiceTitanLast updated on 03/22/2022

If you’re using spreadsheets or another type of software to manage data for your business, you can get started with ServiceTitan faster by formatting your data into spreadsheets and importing them into ServiceTitan during onboarding. Instead of manually reentering information about your business, ServiceTitan can automate this process for you, saving you time and money.

You can import three types of data using three spreadsheet templates provided by ServiceTitan:

Customers, using the Customers.xlsx spreadsheet template.
Equipment, using the Equipment.xlsx spreadsheet template.
Jobs, using the Jobs.xlsx spreadsheet template.

Things to know
Spreadsheet columns
Customers template
Equipment template
Jobs template

Things to know

You can edit the spreadsheet templates in any spreadsheet program, just make sure to save each file as XLSX.
Some columns in each spreadsheet are required, and some are optional. Required columns are pink while optional columns are white.
If your business doesn’t use or have information for the optional columns, leave them blank.

Spreadsheet columns

You’ll need to enter information for each required column in the template. Use the tables to see what kind of information to add. If you already have data for your business in spreadsheets, copy and paste that information to the templates provided. When you’re done adding details to each template, save it and keep the filename the same. For example, save the customers template as customers.xlsx.

Customers template

Column	Description	Required or optional
CustomerName	First and last name of the customer	Optional
BillingStreet	Billing street address of the customer	Optional
BillingCity	Billing city of the customer	Optional
BillingState	Billing state of the customer	Optional
BillingZip	Billing ZIP code of the customer	Optional
LocationName	Primary location name of the customer	Optional
LocationStreet	Primary location street address of the customer	Optional
LocationCity	Primary location city of the customer	Optional
LocationState	Primary location state of the customer	Optional
LocationZip	Primary location ZIP code of the customer	Optional
Phone1	Phone number of the customer	Optional
Phone2	First alternate phone number of the customer	Optional
Phone3	Second alternate phone number of the customer	Optional
Mobile	Mobile phone number of the customer	Optional
Email	Email address of the customer	Optional
Fax	Fax number of the customer	Optional
Notes	Internal notes about the customer	Optional
SourceID	SourceID of the customer	Optional

Equipment template

Column	Description	Required or optional
Customer Name	First and last name of customer whom owns this piece of equipment	Optional
Location Name	Location name where equipment is located, typically the customer name	Optional
Location Street	Street address where equipment is located	Required
Location City	City where equipment is located	Required
Location State	State where equipment is located	Required
Location Zip	ZIP code where equipment is located	Required
Equipment Name	Name of equipment	Required
Manufacturer	Manufacturer of equipment	Required
Model Number	Model number of equipment	Optional
Serial Number	Serial number of equipment	Optional
Equipment Installed On Date	Date of equipment installation	Optional
Manufacturer Warranty End Date	End date of manufacturer warranty	Optional
Service Provider Warranty End Date	End date of service provider warranty	Optional
Internal Notes	Internal notes about equipment. For example, room within location or filter	Optional
LocationId	LocationID of equipment	Optional
SourceId	SourceID of equipment	Optional

Jobs template

Column	Description	Required or optional
Job Number	Job number of the job	Required
Invoice Number	Invoice number for the job	Optional
Location Name	Name of the location where the job will be completed	Required
JobStreet	Street address where the job will be completed	Required
JobCity	City where the job will be completed	Required
JobState	State where the job will be completed	Required
JobZip	ZIP code where the job will be completed	Required
JobStartDate	Start date of the job	Required
JobCompletedDate	Completion date of the job	Optional
JobSubTotal	Subtotal cost of the job	Required
JobSalesTax	Sales tax of the job	Required
JobDescription	Internal description of the work performed or service provided	Required
JobNotes1	Internal notes for the job	Optional
JobesNotes2	More internal notes for the job	Optional
JobNotes3	Even more internal notes for the job	Optional
InvoiceDescription	Description of the work performed or services provided that appeared on the job’s invoice	Optional
Technician(s)	Name of each technician that performed the job	Optional
LocationId	LocationID of the job	Optional
SourceId	SourceID of the job	Optional

Want to learn more?

For more on onboarding and importing data, see Onboarding Guide - FAQ.

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

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.

Prepare your data for import into ServiceTitanLast updated on 03/22/2022

Things to know

Spreadsheet columns

Customers template

Column

Description

Required or optional

Equipment template

Column

Description

Required or optional

Jobs template

Column

Description

Required or optional

Want to learn more?

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