How can I export tag types and campaign types from ServiceTitan?

Introduction

Learn how to get a list of tags and campaigns from ServiceTitan.

Problem

You need to export tag types, campaign types, and similar settings from ServiceTitan, but a report with this information isn’t available.

Solution

Workflow Summary

ServiceTitan doesn’t offer a report to export tag types, campaign types, and similar settings. Instead, you can reach out to ServiceTitan to export this information for you.

1. Contact Technical Support for assistance.
2. Request a Settings Generator template. This tool allows ServiceTitan to extract the settings data.
3. Provide them with your company name and email address so they can generate and send you the template.
4. After you receive the template, you can copy the names of the campaigns and tags into a new document. This allows you to add or update information as needed.