Upload Purchasing History from Roofing Vendors

Overview

Save time and improve accuracy by uploading vendor items from your past purchases directly to your ServiceTitan pricebook. Improve your inventory management by automating the import of supplier catalog items.

Things to know

• Upload a file with your supplier's part numbers, or—if exterior supplier—automatically pull 90–180 days of purchase history, favorited items, or item templates directly from the supplier's e-commerce system.

• Quickly add frequently purchased items from your suppliers into your pricebook through a guided workflow, saving time and ensuring pricing accuracy.

• To add a new provider catalog, contact Technical Support for details, Account configuration is required to use this feature. For more, see Available supply chain integrations.

• When importing your purchase history, the allowed file types are .xls, .xlsx.

• In Pricebook Connect, roofing contractors can link one item to multiple catalogs. Use a non-integrated catalog for details such as images and descriptions and Full Procurement Integration catalogs for vendor-specific costs and part numbers. Catalog types for mapping are:        

  • Content Source: Updates product details (name, code, images, description, vendor part #).

  • Content & Cost Source: Updates product details and cost.

  • Cost Source: Updates only vendor part # and cost. 

Upload purchase history

Upload an Excel file to match previous vendor items used to your pricebook catalog.

1. Go to the navigation bar and click Pricebook.

2. In the side panel, go to Pricebook Connect > Catalogs.

3. Select your preferred provider.

4. Click Upload purchase history to import your past purchase history file. 

5. Follow the steps on the Import Purchase History page that opens. For more, see Import Purchase History.        

   1. Step 1 – Import File

   2. Step 2 – Supplier Match

   3. Step 3 – Equipment Mapping

   4. Step 4 – Material Mapping

Import Purchase History

Step 1 – Import File

1. In the Import File step, click Choose the Source to Proceed, then select how to import your items. Items are pulled via API if you select anything except the manual option.
   
   Depending on the vendor you're using, the options may differ:        

   1. For SRS and QXO:                 

      1. Last 90 days

      2. Last 180 days

      3. Template

      4. Manual

   2. For ABC:                 

      1. Favorite Items

      2. Recent Items (last 90 days)

      3. Frequent Items (last 180 days)

      4. Order Template

      5. Manual

2. When the import has been successfully completed, click Next.

Step 2 – Supplier Match

In the Supplier Match step, review the Match and No Match results in the table and then click Next.

Match and No Match results are based on matches between the vendor part numbers retrieved through the API or manual upload—which include items typically purchased from the supplier—and the items currently available in the supplier's catalog in ServiceTitan. If many items show under No Match, click Export to share the list with your supplier for future catalog inclusion.

Note: You can filter for No Match results, export the list, and send it to your supplier's representative for review.

Step 3 – Equipment Mapping

In the Equipment Mapping step, select the checkbox for the applicable rows to map/match equipment items that exist in your pricebook with the supplier's catalog and/or add new items to your pricebook from the supplier's catalog.

1. To modify the existing items listed in the Your Pricebook column:        

   1. Click Edit  , then search by item name, code, description, or part number.

   2. Select an item from the dropdown and then click Check   to confirm your changes.                

      Note: The Match column updates automatically when a user changes an item.

2. To change an item from mapping to adding as new items:        

   1. Click Edit   next to the item and then click Close  .

   2. Click Check   to confirm your changes.

   3. Once complete, you will see + Add new item in the Your Pricebook column and No Match in the Match column.

3. Select the items you want to match and click Next.        

   Note: The items with High results have suggestions automatically generated, but User Change will be displayed if you modify any of the items.

   Note: You can search supplier catalog items by code, name, model number, or part number. You can also filter the results and bulk-select the items. Click the checkbox to select all items to map/match and add new items that have + Add new item listed as the item name.

Step 4 – Material Mapping

In the Material Mapping step, select the checkbox for the applicable rows to map/match material items that exist in your pricebook with the supplier's catalog and/or add new items to your pricebook from the supplier's catalog.

The material mapping process mirrors equipment mapping, with added options for source type selection.

1. To modify the existing items listed in the Your Pricebook column:        

   1. Click Edit   and search by item name, code, description, or part number.

   2. Select an item from the dropdown and then click Check   to confirm your changes.                

      Note: The Match column will be updated to reflect User Change.

2. To change an item from mapping to adding as new items:        

   1. Click Edit   next to the item and then click Close  .

   2. Click Check   to confirm your changes.

   3. Once complete, you will see + Add new item in the Your Pricebook column and No Match in the Match column. 

3. Review the Source column.        

   1. New items: These are added with a Content Source type. They automatically take on the catalog's details, which keeps the item's look and description the same while still letting you track different vendor costs.

   2. Existing items mapped to Full Procurement Integrations: These let you switch the source type to:                

      1. Content & Cost Source: Updates product details and cost.

      2. Cost Source: Updates only vendor part # and cost. 

4. Select the items you want to match and click Map. 

5. In the Confirm Mapping screen that opens, click Map. A banner indicates that you have successfully mapped your items. 

Note: If your uploaded file contains only materials, you'll be taken to the Material Mapping screen only, skipping the Equipment Mapping step. If it contains only equipment, you'll be directed to the Equipment Mapping screen only, skipping the Material Mapping step.

Want to learn more?

• See Set up your account for Procure-to-Pay (P2P)

• See Map provider catalogs to your pricebook with Pricebook Connect

• See Search and add catalog items to your purchase orders