Overview
A general CSV integration with ServiceTitan offers a flexible way to export data, including customer details, job records, and financial transactions, regardless of the accounting platform you use. This guide covers the essentials for getting started, outlines the workflow, and explains how data flows between ServiceTitan and the exported CSV files.
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.
Things to know
This integration is strictly one-way and allows you to export transactions from ServiceTitan into your own Service File Transfer Protocol (SFTP) folder. You can utilize these files to import the transactions into your accounting system.
The CSV integration cannot be used with any other accounting integration.
The files are exported in a default format and you are responsible for re-formatting the files to fit their accounting system.
When files are delivered, transactions in the files are marked as Exported in ServiceTitan.
Do not delete the export files. When you receive the export files, process these files by importing them into your accounting platform. When files are deleted, they cannot be recovered.
Expected data flow
The table below provides an overview of what each data type in ServiceTitan maps into the individual CSV file. A CSV file is produced for each data type.
Note: Data types marked with * are exported based on the last modified date. Transactions are exported based on the posted date.
ServiceTitan | Flow | General CSV | Sample file |
|---|---|---|---|
Invoices | >> | Invoices | |
Invoices with credit balance (Negative balance invoices) | >> | Credit Memos | |
Payments | >> | AR Payment | |
Bills | >> | Vendor Invoices | |
Inventory Transfers | >> | Inventory Transfer | |
Inventory Adjustments | >> | Inventory Adjustments | |
Customers* | >> | Customers | |
Locations* | >> | Locations | |
Equipment* | >> | Equipment | |
Materials* | >> | Materials | |
Services* | >> | Services | |
Discounts and fees* | >> | Discounts and fees | |
Projects* | >> | Projects | |
Jobs* | >> | Jobs | |
Warehouses* | >> | Warehouses | |
Trucks* | >> | Trucks | |
Vendors* | >> | Vendors |
How to get started
The CSV export files generated from ServiceTitan need to be securely delivered to you through Service File Transfer Protocol (SFTP). To do this, you must have access to an SFTP server. If you do not have access to an existing SFTP server, you can explore the following services to obtain an SFTP server as a service:
(Optional) Set up IP whitelisting for CSV export workflow
If you're using CSV export and need to allow ServiceTitan access to your SFTP server, you may need to whitelist specific IP addresses. This ensures secure, uninterrupted file transfers between ServiceTitan and your server.
Why whitelisting is needed
Many SFTP servers restrict access to known IP addresses for security purposes. Since ServiceTitan uses a distributed infrastructure, the connections can originate from multiple IPs. To maintain a reliable export integration, your server must allow inbound traffic from these addresses.
ServiceTitan IP address list
Add the following IP addresses to your SFTP server's whitelist or firewall.
Production infrastructure, including disaster recovery:
54.148.173.197
34.212.161.36
54.69.99.76
3.208.98.199
35.153.48.108
52.4.85.121
3.208.66.254
54.148.251.14
52.88.42.206
44.231.226.114
3.209.49.93
3.208.77.190
52.72.148.59
52.201.190.184
44.246.101.161
44.246.109.25
100.20.194.146
98.82.251.1
34.197.29.127
34.201.234.16
44.197.221.167
Test infrastructure:
54.218.214.7
52.39.57.58
52.35.56.88
52.12.105.27
35.80.193.176
52.35.136.106
Add IP addresses to your whitelist
The process varies based on your server setup. You may need to:
Consult your IT administrator or server documentation.
Modify firewall rules to allow inbound traffic from the IPs listed above on TCP port 22 (default for SFTP).
Use built-in whitelist settings in your SFTP server software, if available.
Caution: Incorrect configuration can interrupt SFTP exports. If you're unsure how to apply these changes, contact your IT team or reach out to ServiceTitan Support for help.
Next steps
After you set up your SFTP server and credentials, contact your Customer Success Manager (CSM) or Account Executive to set up your CSV export.
CSV export workflow
After your ServiceTitan CSV integration is set up, you can expect the following:
Batch and post your transactions as you normally would. Do not export your transactions.
Based on the cadence you set up, the integration runs and only pulls transactions in the Posted status. For example, if you set your integration to run daily overnight, the integration pulls posted transactions and any modified data types, such as locations, customers, and more, daily at the specified time.
The resulting export files are placed in the directory specified in your setup.
Download the export files and import them to your accounting platform.
Note: The files export in a default format and you are responsible for re-formatting the files to fit their accounting system.
FAQ
How can I tell if my export ran successfully?
Whenever the integration runs, a task is automatically created by the CSV export user which tells you if CSV export was successful. You can view this task in the Task Management screen by clicking Profile > Task Management.
Can I use a non-SFTP service such as Google Drive?
No, we require a secure way of delivering the files to you. Using a non-SFTP service does not provide the security we require.
Can I customize the files?
You cannot customize the files. However, custom fields can be added to some of the files.