Understand data mapping in Intacct

Overview

The tables below show how ServiceTitan fields export to Intacct for major transaction types and record information.

Who uses this feature

Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades

Feature configuration

Account configuration is required to use this feature. Please contact Technical Support for details.

Invoices

Invoices from ServiceTitan are exported to Intacct as the Sales Invoice or Sales Credit Memo Transaction Definition.

ServiceTitan	Intacct	Additional Information (where applicable)
ID	ServiceTitan ID (custom)	If numbering sequence is off on Intacct, ServiceTitan will also send the ID to the Document number field.
Invoice Number	Reference
Job No	Project Dimension	Displays only if Enable Intacct Projects is turned on in Settings > Intacct > Configuration.
Business Unit	Department	The department dimension exists on each line item under the Entries section in Intacct.
Invoice Date	Date
Bill To	Bill to
Service Location	Ship To
Invoice Summary	Message
Payment Term	Term
Payment Due	Due Date
Subtotal	Subtotal	Subtotal exists under the Subtotals section in Intacct
Tax	Sales tax	Sales tax exists under the Subtotals section in Intacct.
Total	Total	Total exists under the Subtotals section in Intacct.
Tasks	Entries	Each task is a line item entry under the Entries section with Intacct’s dimensional tagging.
Materials	Entries	Each material is a line item entry under the Entries section with Intacct’s dimensional tagging.
Equipment	Entries	Each equipment item is a line item entry under the Entries section with Intacct’s dimensional tagging.
Transaction URL	ServiceTitan URL

Payments/Advances

Payments from ServiceTitan are exported to Intacct as Posted Payments, Advances.

ServiceTitan	Intacct	Additional Information (where applicable)
Customer ID	Customer ID
Customer name	Customer name	Intacct appends the Customer ID to the Customer name.
Type	Payment method
Paid on	Receipt date / Payment date	Advances have the Payment date only.
Payment ID	Document / Check no	Payment ID is not visible in ServiceTitan. However, it ensures uniqueness for tracking purposes.
Check No.	Document / Check no	If the Check No. is filled in ServiceTitan, the number appends the Payment ID on Intacct.
Amount	Payment amount

Note: If you export payment and invoice transactions in the batch and the invoice tied a payment doesn’t export because of an error, the payment will export as an advance.

AR Adjustment Credit / Debit Memo

Payments designated as AR Account Adjustments from ServiceTitan are exported to Intacct as Account Adjustments.

ServiceTitan	Intacct	Additional Information (where applicable)
ID	Adjustment Number	If Document Sequencing is setup to be automatic in Intacct for your AR debit adjustment or AR credit adjustment, the document sequence set in Intacct overrides the Adjustment Number sent by ServiceTitan.
ID	Adjustment Number
Customer	Customer
Job No	Project dimension	Shows only if Enable Intacct Projects is turned on in Settings > Integrations > Intacct > Configuration.
Date	Date
GL Account	Account
Amount	Amount
Business Unit	Department
Business Unit	Location

Inventory Receipts

Receipts from ServiceTitan are exported to Intacct as the PO Receiver or Vendor Invoice Transaction Definition, depending on your configuration.

ServiceTitan	Intacct	Additional Information (where applicable)
ID	Document Number	If the numbering sequence is off in Intacct, ServiceTitan will send the ID to the Document number field.
ID	ServiceTitan ID
Receipt #	Reference
Job #	Job	In Intacct, click the item to view the Job.
Business Unit	Department	In Intacct, click the item to view the Department.
Vendor	Vendor
Inventory Location	Warehouse
Ship To	Pay to / Return to
Date Received	Date
Vendor Payment Terms	Term
Payment Due Date	Due Date
Vendor Memo	Message
Item	Entries	Each item is a line item entry under the Entries section with Intacct’s dimensional tagging.
Total Cost	Total	Total is under the Subtotals section in Intacct.
Shipping	Freight	Freight is under the Subtotals section in Intacct.
Tax	Sales tax	The Sales tax is under the Subtotals section in Intacct.
Total	Total	Total tax is under the Subtotals section in Intacct.
Transaction URL	ServiceTitan URL
Vendor Invoice Number	Vendor Document Number

Inventory Transfers

Inventory Transfers from ServiceTitan are exported to Intacct as the SYS Warehouse Transfer In / Out Transaction Definitions.

ServiceTitan	Intacct	Additional Information (where applicable)
Date Created	Transaction Date
Transfer From	From warehouse
Transfer To	To warehouse
ID	Reference No	If the reference number in ServiceTitan is blank, the Intacct reference number field displays the ServiceTitan ID.
Reference No	Reference No	If the reference number in ServiceTitan is filled in, the Intacct reference number field displays the reference number and the ServiceTitan ID.
Memo	Description
Item	Entries	Each item is a line item entry under the Entries section with Intacct’s dimensional tagging.

Inventory Adjustments / Beginning Balance

Inventory Adjustments / Beginning Balances from ServiceTitan are exported to Intacct as the Adjustment Increase / Decrease and Beginning Balance Transaction Definitions, respectively.

ServiceTitan	Intacct	Additional Information (where applicable)
ID	Document number / Reference number	If the reference number in ServiceTitan is blank, the Intacct reference number field will only display the ServiceTitan ID.
Adjustment Date	Date
Reference No	Reference number	If the reference number in ServiceTitan is filled in, the Intacct reference number field will display the reference number and the ServiceTitan ID.
Memo	Message
Location	Warehouse
Item	Entries	Each item is a line item entry under the Entries section with Intacct’s dimensional tagging.
Change in Quantity	Quantity
Business unit	Class

Inventory Returns

Inventory Returns from ServiceTitan are exported to Intacct as the Purchasing Debit Memo Transaction Definition.

Note: Restocking fees are included when exporting vendor returns.

ServiceTitan	Intacct	Additional Information (where applicable)
ID	Document Number	If numbering sequence is off in Intacct, ServiceTitan will send the ID to the Document number field.
ID	ServiceTitan ID
Number	Reference
Vendor	Vendor
Business Unit	Department	In Intacct, click the item to view the Department.
Inventory Location	Warehouse
Job No	Job	In Intacct, click the item to view the Job.
Project number	Project
Return Date	Date
Memo	Message
Item	Entries	Each item is a line item entry under the Entries section with Intacct’s dimensional tagging.
Quantity Returned	Quantity
Cost	Price
Tax	Sales tax	Sales tax is under the Subtotals section in Intacct.
Freight	Freight	Freight is under the Subtotals section in Intacct.
Total	Total	Total tax is under the Subtotals section in Intacct.
Transaction URL	ServiceTitan URL

Customers

Each customer record in ServiceTitan is created as a contact and customer in Intacct.

ServiceTitan	Intacct	Additional Information (where applicable)
ID	ID	A prefix appends to the ID
Name	Name	The name also includes the ServiceTitan ID.
ID	ServiceTitan ID (custom field)
Customer URL	ServiceTitan URL

Vendors

Each vendor record in ServiceTitan is created as a contact and vendor in Intacct.

ServiceTitan	Intacct	Additional Information (where applicable)
ID	ID	A prefix appends to the ID.
Name	Name	The name also includes the ServiceTitan ID.
ID	ServiceTitan ID (custom field)
Vendor URL	ServiceTitan URL

Contact

Contacts are created for each customer, vendor, and service location in Intacct. Each contact is automatically associated to its respective record. Each customer on Intacct can have multiple service location contacts assigned to itself.

ServiceTitan	Intacct	Additional Information (where applicable)
Name/Vendor Name	Company name
Name + ID	Suggested contact name
Name/Vendor Name	Print as
Email	Primary email address
Phone/Mobile Phone	Primary phone
Street	Address line 1
City	City
State	State/Province
Zip	Zip Code
Country	Country	Country names are exported to Intacct in ISO country code format. Note: This applies to naming conventions of countries that are supported by ServiceTitan, which are US, USA, CA, United States, Canada, Mexico, United Kingdom, Australia, South Africa, Brazil, India, China, Japan, and Germany. These country formats are not case sensitive. If you enter any other format for a country in ServiceTitan, it won’t export to Intacct in ISO country code format.
Phone/Mobile Phone	Secondary phone
Fax	Fax
Email	Secondary email address

Items

ServiceTitan	Intacct	Additional Information (where applicable)
ID	Item Id
ID	ServiceTitan Id
Name	Name
Description	Extended description
Price	Base price
Intacct Item GL Group	GL Group
Enable Inventory Tracking	Item type	If Enable Inventory Tracking is toggled ON, the item type is Inventory. If toggled OFF, the item type is Non-Inventory.
Transaction URL	ServiceTitan URL

Projects

ServiceTitan	Intacct	Additional Information (where applicable)
ID	ID
Job No/Project No	Name	Displayed as ST Job #### if object is a Job, displayed as ST Project #### if object is a Project
Project No	Parent Project	Only populated if the object is a Job
ID	ServiceTitan ID
Job/Project URL	ServiceTitan URL

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