Service Titan Knowledge Base

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

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


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