Upload purchasing history from vendor

Overview

Save hours of manual work by uploading vendor items you previously used to your ServiceTitan pricebook catalog. Improve your inventory management by automating the import of supplier catalog items.

Things to know

• To use this feature, we require that your vendor has populated their product catalog in ServiceTitan with vendor part numbers for material and/or equipment items. Please reach out to the vendor for more information.

• To add a new provider catalog, contact Technical Support. For more, see Available supply chain integrations.

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

• The Map to provider option is unavailable for Ferguson and Winsupply integrations. Instead, you can use the Upload purchase history feature to add recently purchased items more efficiently to your pricebook.

Upload purchase history

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

1. Go to the top toolbar and click Pricebook.

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

3. Select a provider of your choice.

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

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 Download Template to download a sample Excel file.

2. After adding the Product Ids (i.e. code or vendor part numbers) for the materials and/or equipment that you typically purchase from your supplier in the Excel file, click Upload File to import purchase history. 

3. When the file has been successfully imported, 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.

Note: Match and No Match results are based on matches between the Product Ids (i.e. code or vendor part numbers) listed in the import file which includes items typically purchased from the supplier and the items that are currently in the supplier's catalog in ServiceTitan. If there is a high number of No Match results, you can click Export to share with your supplier and then they will be able to import these items in a potential future catalog import. If there are no Match results, you will need to review your import file to check for any mistakes and exit the workflow until there are matches.

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

Note: The items with High match 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.

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

4. 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 the Full Procurement Integration

• See Map provider catalogs to your pricebook with Pricebook Connect

• See Search and add catalog items to your purchase orders