--- title: "Upload Purchasing History from Roofing Vendors" slug: "upload-purchasing-history-from-roofing-vendors" updated: 2026-10-16T03:53:08Z published: 2026-10-16T03:53:08Z canonical: "help.servicetitan.com/upload-purchasing-history-from-roofing-vendors" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # 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. --- ### #### Who uses this feature - Administrators and managers - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - The *View pricebook*, *Edit material* and *Edit equipment* permissions are required to use this feature. Please contact the account administrator on your team. ## 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](http://go.servicetitan.com/ask) for details, Account configuration is required to use this feature. For more, see [Available supply chain integrations](/roofing/docs/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. ![User selects 'Cost Source' option in the provider catalog interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upload-purchasing-history-from-roofing-vendors-image-0v0xldnw.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) ## 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. ![ServiceTitan Supplier interface showing categories and options for materials and purchase history.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upload-purchasing-history-from-roofing-vendors-image-zq3buj6p.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) 5. Follow the steps on the *Import Purchase History* page that opens. For more, see [Import Purchase History](/roofing/docs/upload-purchasing-history-from-roofing-vendors#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: ![Dropdown menu for selecting import source in purchase history interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upload-purchasing-history-from-roofing-vendors-image-9ev04ehq.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) 1. **Last 90 days** 2. **Last 180 days** 3. **Template** 4. **Manual** 2. For ABC: ![Select a source to import items from the dropdown menu in the interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upload-purchasing-history-from-roofing-vendors-image-8btf8c1r.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) 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] > **Note:** You can filter for No Match results, export the list, and send it to your supplier's representative for review. ![Supplier match overview showing product IDs and their match status in a table format.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upload-purchasing-history-from-roofing-vendors-image-zenmfh02.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) ### 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** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D), then search by item name, code, description, or part number. 2. Select an item from the dropdown and then click **Check** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) to confirm your changes. > [!NOTE] > **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** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) next to the item and then click **Close** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-close.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D). 2. Click **Check** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) 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] > **Note:** The items with High results have suggestions automatically generated, but User Change will be displayed if you modify any of the items. > [!NOTE] > **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. ![Equipment mapping interface showing matched items for purchase history import.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upload-purchasing-history-from-roofing-vendors-image-ovlnxcy1.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) ### 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** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) and search by item name, code, description, or part number. 2. Select an item from the dropdown and then click **Check** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) to confirm your changes. > [!NOTE] > **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** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) next to the item and then click **Close** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-close.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D). 2. Click **Check** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) 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. ![User interface for importing purchase history with item selection options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upload-purchasing-history-from-roofing-vendors-image-nx69nlj7.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) 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. ![User selects 'Cost Source' option in the provider catalog interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upload-purchasing-history-from-roofing-vendors-image-c2n7vkqw.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) 4. Select the items you want to match and click **Map**. ![User selects CertainTeed FlintBoard ISO NB for material mapping in the interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upload-purchasing-history-from-roofing-vendors-image-4xm0ojqy.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) 5. In the *Confirm Mapping* screen that opens, click **Map**. A banner indicates that you have successfully mapped your items. ![Notification confirming successful mapping of supplier items and addition of new items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/upload-purchasing-history-from-roofing-vendors-image-vmdn4k42.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A03Z&se=2026-11-01T20%3A51%3A03Z&sr=c&sp=r&sig=OuTi9viHOFqme%2FZrFXIb38Cjls7FzFoJ0LTFyvw22Wc%3D) > [!NOTE] > **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)](/roofing/docs/set-up-your-account-for-the-full-procurement-integration) - See [Map provider catalogs to your pricebook with Pricebook Connect](/roofing/docs/map-provider-catalogs-to-your-pricebook-with-pricebook-connect) - See [Search and add catalog items to your purchase orders](/roofing/docs/search-and-add-catalog-items-to-your-purchase-orders) Tracking of parts, materials, and equipment across warehouse locations and technician trucks. **What it does:** Reduces material costs and job delays by giving managers real-time visibility into stock levels and enabling reorder automation. **Also called:** Parts management, Stock tracking **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)