Service Titan Knowledge Base

I created a new Web Connector. How do I re-batch under the new Connector? - recommended workflowLast updated on 05/12/2023

When creating a new web connection, there may be transactions batched under the old web connector that should be moved to the new web connector. This article explains the steps to move transactions that were batched under a previous web connector under a new web connector.

Things to know

  • If you have already exported the batch you will be unable to re-batch the items in that batch.


Move a batch to your new web connector

To move a batch to your new Web Connector:

  1. Navigate to the Accounting Page and pull up the desired Batch.

  2. From the drop-down menu select Unpost the selected batch.

  3. A confirmation pop-up will appear. Click Yes.

  4. Click Unbatch next to the items from the batch.

  5. From the drop-down menu select Create a new batch.

  6. Name the new Batch > Select the new Web Connector > Click Save.

  7. Click on Unbatched > locate the items to be re-batched > Click the boxes to the left of the items > Click Batch to the right of the items.

  8. The new Batch is now under the new Web Connector and you can export that batch.

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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.

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.