Integration Manager

Overview

Using the leads Integration Manager allows ServiceTitan admins to create and manage strategic partners accounts connected to tenants, such as suppliers and lead marketplaces.

Add a new Strategic Partner

1. Sign in to ServiceTitan and go to Service Titan Admin Portal.

2. Go to the Leads Integration manager screen and click Create Integration. The New Integration screen opens.

In the new integration form there are 5 steps you need to complete:

1. General Information: Basic information about the lead company

2. Map Job Types: Map your partner's job types to the standard job types

3. Extra Details: Provide the parameter used by the strategic partners to identify the leads they send

4. Webhooks: Sends back your lead status events data to the leads' source

5. URLs: Indicate the URLs to connect the tenant to the strategic partner

6. Tenant Access: Set up who can access the integration

General Information

1. Enter a unique Partner Name and Description.

2. Select a Tenant Authorization Type to identify how a ServiceTitan tenant will sign into their account for the first time. The tenant can sign in by:

   • Selecting ST Pairing from the Tenant Authorization Type. This lets ServiceTitan match the account information of the tenant data in ServiceTitan with the strategic partner's account.

   • Selecting Open ID Connect. This is when a tenant signs into the strategic partner's website using their personal account credentials via their ServiceTitan account. This makes tracking the sessions and the tenants' authenticated data more accurate.

     Note: We recommend using the Open ID Connect type for accurate data on the leads integration and for the most convenient tenant experience.

     After you select the Open ID Connect type, you can view and copy the Callback URL to share with your strategic partner.

3. Select a Partner Authorization Type to identify how the partner is authorized to view the tenant's account.

4. Select Multi account support if a tenant has more than one account with the strategic partner and needs to connect all accounts.

5. Upload the specific partner's Logo.

   Note: Only the following file types are accepted: .jpeg, .png, .jpg, .svg.

6. When finished, click Save.

   

Map Job Types

1. Click Set up in the Map Job Types section.

2. In Map Job Types, click Download Template to get the file to add partner information.

   

3. Click Choose File to upload the .csv file which includes information about the services provided by the partner. After you upload the file, all job types mapped for the specific strategic partner appear in the list.

4. To map Partner Job Types to Standard Job Types, expand the trade and select Partner Job Types. 

5. When finished, click Save.

Extra Details

1. Click Set up in the Extra Details section.

2. Enter the integration partner's Parameter and Display Name. You can add up to 50 parameters. This parameter is the key used by partners to identify the leads they send. 

3. When finished, click Save.

Webhooks

1. Click Set up in the Webhooks section. 

2. Enable the Accounts, Profiles, Services, real-time Availability, and Leads webhooks to send their data updates to the strategic partner.

3. For Leads webhook, select at least one event to send back to partners. The following events are available:

   • Accept: Send updates when a tenant receives and accepts a lead.

   • Decline: Send updates when a tenant receives and declines a lead.

   • Appointments: Send updates when a lead is converted to a job with an appointment including the appointment time.

   • Invoice: Send updates when an estimate is converted into an invoice from a lead (including SKUs, Unit Price, and Total Price)

   

4. If you selected the Open ID Connect for the Tenant Authorization Type in the General Information section (step 2), enter information about the WebHook URL, and (optionally) generate a Webhook Message Signing key. 

5. When finished, click Save.

URLs

1. Click Set up in the URLs section to connect the tenant to the strategic partner.

   Note: Fields in the URLs section differ depending on the information you select in the General Information section.

   • If you selected the ST Pairing for the Tenant Authorization Type in the General Information section (step 2), enter information about the Partner Pairing URL. 

     

   • If you selected the Open ID Connect for the Tenant Authorization Type in the General Information section (step 2), enter information about the Configuration Endpoint, Client ID, Client Secret, and Scopes.

2. When finished, click Save.

Tenant Access

1. Click Set up in the Tenant Access section.

2. Choose whether All tenants or Only specific tenants should have access to the integration.

3. If you only want to allow specific tenants to access this integration, search for the tenant by name, then toggle the Enabled button. 

4. When finished, click Save.

Edit a Strategic Partner

1. Sign in to ServiceTitan and go to Service Titan Admin Portal.

2. Go to the Integration manager screen and click Edit next to the strategic partner you want to edit. 

3. To make the changes you want, click Edit in the section that needs an update. 

4. When finished, click Save.

Delete a Strategic Partner

1. Sign in to ServiceTitan and go to Service Titan Admin Portal.

2. Go to the Integration Manager screen.

3. Click More next to the strategic partner you want to delete.

4. Click Delete and confirm the removal. 

Tip: You can click Edit and delete the strategic partner from More .

Activate a Strategic Partner

1. Sign in to ServiceTitan and go to Service Titan Admin Portal.

2. Go to the Integration Manager screen. Find the partner you want to activate and turn on the Status toggle. 

Tip: To enable the strategic partner, click Edit and select it from the Edit screen.

Integration of a tenant with strategic partners

To receive leads from strategic partners, integration of tenants with their lead sources is required. For more information on this, see Partner Leads integrations.