Map provider catalogs to your pricebook with Pricebook ConnectLast updated on 04/25/2023

• To add a new provider catalog, contact Technical Support. For more, see Available supplier catalog content integrations.

• You can browse a new provider catalog before mapping your pricebook to it. For more, see Add provider catalog items to your pricebook with Pricebook Connect.

• You can view the copy of your pricebook in the Pricebook > History tab to know which items have been mapped.

• You can’t use MS Excel files to import.

Pricebook Connect compares the equipment and materials in your pricebook to an integrated provider’s catalog. It looks for matching item names, model numbers, and part numbers. When the matching is finished, you see a list of potential item matches sorted in order of match confidence. You can use the list to map your pricebook items with the provider catalog items choosing which item details you want in your pricebook.

After you complete this initial mapping, you’re notified on the Pricebook Connect Updates screen when the provider updates their catalog. You can select which updates to add to your pricebook. For more, see Update your pricebook with Pricebook Connect.

Mapping your provider’s catalog content to your pricebook involves three steps:

1. Match pricebook to provider catalog

2. Select items in your pricebook to map

3. Finalize mapping

Step 1: Match pricebook to provider catalog

Before you begin the mapping process, ensure that the integration and initial sync between your ServiceTitan account and the supplier account are complete. The mapping process starts with matching the items in your pricebook to the items in your provider’s catalog.

To start the mapping process:

1. Go to the navigation bar and click Pricebook.

2. From the side menu, click Catalogs.

3. On the Catalogs screen, hover over the vendor you want to map your pricebook to.

4. Click More and select Map to provider.

   The Map to Provider opens.

5. Click Begin Matching.

   ServiceTitan creates a backup of your current pricebook and looks for matches between items in your pricebook and the provider catalog.  Note: This can take a few minutes.

   When matching completes, the Select Items to Map screen opens with matches found for equipment and materials. Tip: By default high-match items are filtered.

   Tip: Click Close to exit mapping.

6. Click the Equipment or Materials tab to see the matches.

   • Your Pricebook: This column shows all items in your pricebook by Name and Model Number for equipment or Name and Part Number for materials.

   • Match in Provider Catalog: This column shows the provider catalog items that ServiceTtian attempted to match to.

7. If you want to export the matching results to an XLSX file so that you can work offline to search for items, click Export Matches. Note: This exported file cannot be imported.

8. Use the search field to search your pricebook by code, name, or part number. For equipment, you can also search by model number. Tip: To filter the list of items, click Filters. You can filter by cost, category, match confidence, and other details, including or excluding items already mapped. After setting your filters, click Apply.

9. View the Match column to see the level of confidence that the item in your pricebook matches the item in the provider’s catalog.

   Tip: To sort items by match strength, click More and select Sort ascending or Sort descending.

10. To see a more granular comparison of actual field matches, click Show Details. At this level, you can select individual fields to map. For more, see Select specific fields of a pricebook item to map.

11. Go to Step 2: Select items in your pricebook to map.

Step 2: Select items in your pricebook to map

After ServiceTitan matches the items in your pricebook with a provider catalog, select the equipment and materials that you want to sync or map to your provider’s catalog.

Note: You don’t need to complete mapping all at once. You can map your high-match items to get started and then come back later and select specific fields to map for low-match items.

Choose one or more of the following ways to select pricebook items to map:

• Select a pricebook item to map

• Select specific fields of a pricebook item to map

• Map a pricebook item to a different provider catalog item

• Bulk Select to select multiple fields for multiple items

Select pricebook items to map

1. Select one or more items in your pricebook to map to the provider catalog. Note: When you select a pricebook item, it maps all the fields of an item.

   Tip: The number of items selected to be mapped displays at the bottom of the screen.

2. If you’re finished selecting items, go to finalize mapping.

Select specific fields of a pricebook item to map

If you don’t want to map all pricebook item fields, you can select specific fields to map.

1. Find a pricebook item that you want to map and click Show Details.

2. Select the fields that you want to map.

3. When you’re finished, click Hide Details.

4. If you’re finished selecting items to map, go to finalize mapping.

Map a pricebook item to a different provider catalog item

If a suggested match is incorrect, you can map a pricebook item to another provider catalog item if there’s a better match.

1. Hover over a provider catalog item that you want to map to a different entry in the catalog, and click the Map to a different item icon.

2. On the Map to different item screen, use the Search field to search the provider catalog for the item that you want to match to. You can enter the name, dimensions, part number, or description of the catalog item. Search results populate as you type.

3. Click a search result to see more details and verify that it’s the item you want to map to.

   Note:

   • All field rows are selected by default.

   • If it’s not the correct item, click Back to All Results to continue searching.

4. Select the fields you want to sync to your pricebook or, if you want to map all fields, go to the next step.

5. Click Map To Item to sync this item to the provider catalog. Note: If you decide not to map the item, click the Revert to original icon.

6. If you’re finished selecting items to map, go to finalize mapping.

Bulk select multiple fields for multiple items

Bulk Select lets you make multiple field selections at once for high, medium, and low matches instead of clicking through dozens or even hundreds of different items to make mapping selections.

If you review high-match items by clicking Show Details and determining that they are the correct items to map, you can bulk-select one or more fields for mapping. For example, if you have 125 high-match items, you can bulk-select certain fields for mappings, such as name, part number, and images; for all 125 items. Note: If you want to bulk-select all high-match items, all product fields will be selected, except for the Code and Name fields.

To bulk-select items:

1. On the Select Items to Map screen, click Bulk Select.

2. Click the Equipment or Materials tab.

3. Select the fields that you want to map for high, medium, and low match items.

4. Click Apply. The number of items to be mapped displays at the bottom of the screen.

5. When you’re finished selecting items to map, go to finalize mapping.

Step 3: Finalize mapping

Before finalizing mapping, make sure that your selections are accurate because you cannot undo this action. Mapping replaces the information in your pricebook with the provider’s content.

Note: If you run out of time, you can map what you’ve already selected. You can always come back and re-run this entire process continuing where you left off.

1. When you’re finished selecting your pricebook items to map, click Map.

2. On the Confirm Mapping pop-up, click Map.

   ServiceTitan syncs your selections with your provider’s catalog. When the mapping is finished, a notification shows how many items were mapped and how many were not mapped.

• Visit ServiceTitan Academy and enroll in Using ServiceTitan Pricebook Connect

• See Update your pricebook with Pricebook Connect

• See Add provider catalog items to your pricebook with Pricebook Connect