Intacct Onboarding Step 1: Set up the Intacct Integration with ServiceTitan

Overview

The first step in integrating your Intacct account with your ServiceTitan account is to authenticate your Intacct account in ServiceTitan and then verify the configuration in your ServiceTitan account.

Things to know

• Keep in mind that transactions exported from the NEXT sandbox environment to Intacct will appear in your real Intacct production environment.

• To authenticate your Intacct account, you need Intacct Web Services access. This prevents Intacct from charging you for an additional user. To retrieve your Intacct Web Services sign-in credentials, contact your Intacct consultant. You should also confirm that your Intacct account is subscribed to Web Services.

• ServiceTitan creates custom XML packages to synchronize with Intacct. If you make changes to your Intacct setup, make sure to download a new XML package and upload it to Intacct.

• You must have an the Inventory Transaction Definition permission enabled for the Admin role in Intacct to access the Intacct settings screen in ServiceTitan.

Authenticate the Intacct integration in ServiceTitan

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

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

3. Click Add connection. New Intacct Connection opens.

   

4. Enter your Intacct web services login credentials.

   

5. When you’re finished, click Save.

6. If the authentication is successful, Intacct Integration opens.

7. In the Settings section, from the Export Transaction Level dropdown, select the Intacct model you want to use for your business.

   

   Model	Use Case
   Both master data and transactions at top level	Use this model if you: Have a single ServiceTitan company account that includes multiple legal entities, which you represent as different entities in Intacct Frequently have one entity performing work, receiving payment, or remitting payment on behalf of another entity
   Master data at top level, but transaction at entity level	Use this model if you: Have a single ServiceTitan environment that includes multiple legal entities, which you represent as different entities in Intacct Do not have one entity performing work, receiving payment, or remitting payment on behalf of another entity Want to restrict user access to the information within each entity and keep operations separate between each other, and you have a single customer, vendor, and item list between all of the entities Note: Both master data and transactions should be at the entity level.
   Both master data and transactions at entity level	Use this model if you have multiple ServiceTitan company accounts that are connected to a single Intacct account, and each ServiceTitan company account is represented as a single entity in Intacct

8. Configure the integration.

   

   • Turn on the Enable Intacct Project toggle if you run a project or job costing in Intacct.

   • Turn on the Enable Customer-Project Linkage toggle if you use the Projectmodule in Intacct to create voices in Intacct.

   • Turn on the Enable Parent Project Mapping toggle if you want to see the project costing in Intacct.

     Note: If you use your own API, make sure to disable exporting projects as parent projects to prevent conflicts with ServiceTitan’s integration.

   • Turn on the Export Inventory Usage Into Intacct toggle if you use Intacct’s Inventory Module.

   • Turn on the Enable Class Creation toggle if you want to use service locations as classes.

   • Turn on the Export Customer & Vendor Payment Terms to Intacct toggle if you want ServiceTitan to set payment terms for customers, vendors, invoices, and bills.

9. From the Document Export Option dropdown, select the option you want.

   1. If you select Receipts Only or Both Receipts and Bills:

      1. From the Mapping-Receipt dropdown, select how you want to map receipts in Intacct to receipts in ServiceTitan.

      2. From the Mapping-Bill dropdown, select how you want to map bills in Intacct to bills in ServiceTitan.

         

   2. If you select Bills Only:

      1. From the Mapping-Bill dropdown, select the bill type in Intacct you want to map to.

         

10. From the Mapping - Inventory Adjustments Location dropdown, select Warehouse or Business Unit.

11. When you’re finished, click Save.

Map transaction definitions

You can configure which ServiceTitan transactions are mapped to transaction definitions in Intacct. This provides a flexible option if a transaction definition is already being used in Intacct by another integration or assigned to a different Intacct entity.

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Integrations > Intacct.

3. In the Transaction Type Mapping section, select the Intacct transaction definition for each ServiceTitan transaction type.

   Note: The available transaction types you can map depend on the settings you configured in the Integration Settings section. For example, if you have Export Inventory Usage into Intacct enabled, you may get more transactions you can map.

Custom Fields

Use the Custom Fields section to sync the Job Type and Batch Number fields and their associated transaction types in ServiceTitan to Intacct as custom fields.

1. Go to the top toolbar and click Settings .

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

3. Go to the Custom Fields section.

4. Select a field in the ServiceTitan Field dropdown.

5. Select the transaction types you want to include in the Transaction Type field.

   Note: You can select more than one transaction type.

6. When finished, click Save.

7. To add additional fields, click Add ServiceTitan Field.

When adding custom fields, the XML package updates. Click Download Package to download the package then import it into Intacct. For more, see Verify integration with Intacct.

Import master data

To import master data such as Bank Accounts, General Ledger Accounts, Item GL Groups, Entity/Location, Department, Classes, and Intacct Product Lines to ServiceTitan:

1. Go to the top toolbar and click Settings .

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

3. In the Tools section, click Run.

   

Note: If the custom fields aren't installed on Intacct, a package is available for download to install on Intacct. Click Download Package to download the XML package. For more information, see Verify integration with Intacct.

If any changes are made to the settings in the previous steps, a red exclamation mark shows next to Download Package to indicate that changes were made and a new package is available to upload to Intacct.

Verify integration with Intacct

If you download an XML package during the integration setup, you can email it to your intacct consultant. They can install the package to your account.

Alternatively, you can upload this package to intacct yourself:

1. In Intacct, click Platform Services > Custom Packages.

2. Click New Package and click Choose File.

3. Select the XML package that is downloaded to your computer.

4. Click Import.

5. Refresh the cache in Intacct after the sync to view the custom fields.

Edit connection

1. Go to the navigation bar and click Settings .

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

3. In the Intacct Integration section, click Change Connection. Edit Intacct Connection opens.

   

4. Enter your Intacct password. Intacct Integration opens.

   

5. Make the changes you want and click Save.

Next step: Sync Intacct objects with ServiceTitan

Once you've enabled Intacct integration within ServiceTitan, you're now ready to sync your Intacct objects. For more, see Onboarding Intacct Step 2: Sync Intacct objects with ServiceTitan.

Want to learn more?

• See Intacct