Set up multiple account integrations in a single vendor's system

Overview

Create multiple integrations with the same vendor in a single ServiceTitan account, allowing you to efficiently manage your businesses from different locations and states. Add multiple vendor accounts in settings and receive accurate, real-time data for each.

Things to know

• Currently, this functionality is only available for the supplier Winsupply.

• You cannot deactivate the account set as primary in ServiceTitan. To deactivate a primary account, first set another account as primary.

• This feature is limited to suppliers that allow multiple accounts.

Add an account in Vendor Integrations

Configure Vendor Integrations to create multiple integrations with a specific vendor.

To add an account:

1. Go to the top toolbar and click Settings .

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

3. On the Vendor Integrations screen that opens, click Full Procurement. 

4. Select a vendor of your choice. 

5. In the Accounts screen that opens, click Add Account.

6. Follow the steps on the Integration Setup screen that opens. For more, see Integration Setup.

Integration Setup

Step 1 – Link Vendors

1. In the Link Vendors section, select vendors to link to your account. 

   Note: Vendors available to be linked must be replenishment vendors and must not be used on other activated integrations. Filter results using the Show only replenishment vendors toggle or set vendors as replenishment in settings.

2. Review the information and click Next.

Step 2 – Verify ServiceTitan Supplier Account Number

1. Enter your account details and click Next. 

Step 3 – Map Account

1. Select a data type—typically Business Unit (BU) or Truck & Warehouse—to map your supplier subaccounts with their equivalent object in ServiceTitan.        

   Note: The data types may differ based on the supplier.

2. Click the dropdown and select the warehouses, trucks, or business units in ServiceTitan that correspond to your supplier subaccount.

3. Select a Primary subaccount as the default for purchases. 

4. When you're finished, click Activate.

Activating the vendor integration stores the mapping between ServiceTitan and your supplier so that all supplier subaccounts are referenced throughout the Full Procurement process.

Note: You can edit the account details anytime by clicking the account number on the Accounts screen of the specific vendor integration.

Primary and Non-primary accounts

Your vendor accounts can be designated as primary or non-primary. Here are the differences between a primary and a non-primary account:

Primary Account

• If Bulk Costs are available from the vendor, costs for the primary account will be displayed in Pricebook Connect

• Features include Bulk Costs, Electronic POs, Branch-based purchasing, Real-time availability & pricing

• Provides both pricebook and purchasing functionality

Non-Primary Account

• Cost information is not displayed in the pricebook. It is only shown when selecting the specific vendor account for a purchase order during the real-time availability and pricing check.

• Features include Electronic POs, Branch-based purchasing, Real-time availability & pricing

• Offers only purchasing functionality

Below is a table with detailed information on the different types of accounts.

Set an account as Primary

You can set an account as primary in the Accounts section. To set an account as primary:

1. Go to the top toolbar and click Settings .

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

3. On the Vendor Integrations screen that opens, click Full Procurement.

4. Select a vendor of your choice.

5. In the Accounts section, find the account you want to make primary and click More > Set as Primary Account.

A banner will appear indicating that you've successfully updated the account type.

Deactivate an account

If you deactivate an account, it stays in the system with the Inactive label but you won't be able to send purchase orders to it through electronic delivery.

To deactivate an account:

1. Go to the top toolbar and click Settings .

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

3. On the Vendor Integrations screen that opens, click Full Procurement.

4. Select a vendor of your choice.

5. In the Accounts section, find the account you want to deactivate and click More > Deactivate.

Note: If there are multiple active accounts, you can only deactivate the non-primary ones first. After deactivating all the non-primary accounts you can deactivate the primary account as well.

Note: You can activate an account by clicking More > Activate.

Want to learn more?

• See Send a purchase order electronically

• See Check real-time availability and pricing of PO items

• See Branch-based purchasing