Service Titan Knowledge Base

Sync Intacct objects with ServiceTitanLast updated on 02/28/2023

If your business uses Intacct, you may want to sync its functionality with ServiceTitan to ensure your accounting information remains consistent across Intacct and ServiceTitan. To successfully use Intacct with ServiceTitan, you will need to sync objects.

Things to know

  • Intacct is a third-party accounting application that can be integrated with ServiceTitan. Please contact your success or implementation managerif you are interested in switching accounting softwares.

Sync Intacct objects

  1. Go to the navigation bar and click the Settings icon.

  2. In the side panel, click Integrations > Intacct.

  3. In the Connection tab, click Edit to connect your Intacct account with ServiceTitan and configure what objects to sync.

  4. In the Sync tab, click the button next to “Import Master Data” to sync ServiceTitan with Intacct.

Want to learn more?

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