Overview
With Import and Export in Scheduling Pro, you can quickly copy a scheduler from one account to another using a secure key that includes your custom questions and settings. This helps save time and ensure consistency when managing multiple schedulers.
Who uses this feature
Administrators, office employees, managers, dispatchers, and customer service representatives (CSRs)
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
When importing from Schedule Engine, supported settings such as questions, campaigns, and tags are transfered, but unsupported formats and flows over four questions are skipped.
The feature doesn’t auto-configure your setup. You need to configure job type mappings, campaigns, zones, tags, capacity and business unit settings to match your tenant.
Use cases
Use the Import and Export feature to apply the same scheduler setup across multiple ServiceTitan accounts, saving time and ensuring consistency.
Step 1: Export Scheduler
Export the scheduler key from your existing scheduler to import it into another account.
Go to the top toolbar and click Settings
.In the side panel, go to Integrations > Marketing Integrations.
On the Marketing Integrations screen that opens, click Edit next to the Scheduling Pro integration.
Within WorkConnect, click
Export from the More 
option on the scheduler you want to export.
From the Export Scheduler pop-up, click Copy.
Step 2: Import Scheduler
Import your scheduler using the Scheduler Key from an existing Scheduling Pro scheduler from another account. To import your scheduler:
Within WorkConnect, click Create Scheduler >
Create from Import.
On the Import Scheduler screen, you need to go through 4 steps to import the scheduler.
Step 1: Select the Source
On the Source Selection screen, select Import with Scheduler Key.
Enter the scheduler key you copied from another scheduler in Scheduling Pro and click Next.
Note: You find this key by exporting a scheduler.
Step 2: Map Custom Questions to the Job Types
Click the Job Type dropdown and select the job type you want to map to the Issue Path.
(Optional) Click Copy to copy job type to other issue paths.
On the Copy job type to these paths pop-up window, select the paths and click Apply.
(Optional) To delete a trade, click
.
When finished, click Next.
Step 3: Map the Scheduler Rules
Click
to edit and map the rule.
On the Edit Rule pop-up window, update to map your rule and click Save.
When finished, click Next.
Step 4: Map Buffers and Blocked Dates for the Scheduler
Click
to edit buffer or blocked date rules.
On the pop-up window, update to map your buffer or blocked date rule and click Save.
When finished, click Save to import your scheduler. After the import is completed, you can see a confirmation pop-up. To get started, make sure to review the following settings:
Default Campaign
Default Business Unit
Default Tag(s)
Capacity
Want to learn more?
See Scheduling Pro