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
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
Equipment template
Jobs template
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.