Overview
The next step in integrating your NetSuite account with your ServiceTitan tenant is configure the ServiceTitan SuiteApp.
This step requires you to perform the following tasks:
Add and authenticate a ServiceTitan account in NetSuite.
Map business units to NetSuite subsidiaries.
Make GL accounts available and enable automatic item creation.
Map GL accounts between ServiceTitan and NetSuite.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Feature configuration
This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
Step 1: Add and authenticate a ServiceTitan account in NetSuite
After installing the SuiteApp, the next step is to connect your ServiceTitan environment to NetSuite by adding and authenticating your tenant. This step establishes secure communication between both systems and is required before you can begin syncing data.
What you'll need
To add and authenticate a ServiceTitan account, you'll need the following:
ServiceTitan Client ID and Client Secret
The correct ServiceTitan environment:
Production
Integration
Next
Stage
Administrator access in both ServiceTitan and NetSuite
Where to find your Client ID and Secret
To find your Client ID and Secret in ServiceTitan:
Go to Settings > Integrations > API Application Access.
Locate your integration application.
Copy the Client ID and Client Secret.
Add and authenticate a ServiceTitan tenant
In NetSuite, go to the ServiceTitan menu and open the ServiceTitan Dashboard.
Click Add Tenant to begin setup.
Enter the Client ID. This is copied from ServiceTitan.
Enter the Client Secret. This is copied from ServiceTitan.
In the ServiceTitan Environment dropdown, select:
Production
Integration
Next
Stage
Click Connect to authenticate the tenant.
Once successfully connected, the tenant will appear on the dashboard with a green authenticated status.
Next, continue to the next step to complete tenant-specific setup.
Step 2: Map business units to NetSuite subsidiaries
After you authenticate your ServiceTitan tenant in NetSuite, the next step is to map each ServiceTitan Business Unit (BU) to the appropriate NetSuite Subsidiary. This mapping ensures financial transactions sync to the correct entity in NetSuite and align with your operational structure in ServiceTitan.
The SuiteApp also supports optional mapping of department, class, and location segments from NetSuite for more detailed financial tracking.
Why this matters
Business Units in ServiceTitan define operational divisions such as Plumbing, HVAC, or Construction.
Subsidiaries in NetSuite define distinct financial entities in a multi-entity setup.
Mapping BUs to subsidiaries enables accurate transaction routing, reporting, and compliance in NetSuite.
Optional segment mapping (department, class, location) ensures transactions are categorized according to your accounting structure.
Active Business Units
From the Business Unit Mapping screen, toggle this switch on to display only active ServiceTitan Business Units. Business Units marked inactive in ServiceTitan will not be shown and cannot be mapped.
Parent/child segments for business unit mapping
The Business Unit Mapping screen now shows both parent and child/sub-segments in the segment selector. Entries are displayed in the format Parent Segment : Child Segment and both parent segments and individual child segments are selectable for mapping.
Map custom segments to business units
SuiteApp now supports mapping up to 3 custom NetSuite segments in the Business Unit Mapping flow. Custom Segments must first be created and enabled in NetSuite (Customization > Lists, Records, & Fields > Custom Segments > New) and added to the relevant forms so they are available to the tenant.
From the Tenant Configuration screen in SuiteApp, choose up to three custom segments and save. These selected segments will then appear as additional segment options on the Business Unit Mapping screen and can be mapped to ServiceTitan Business Units.
Map business units
In NetSuite, open the ServiceTitan Dashboard.
Locate your authenticated tenant and click Business Unit Mapping.
For each business unit listed:
Select the corresponding NetSuite Subsidiary.
(Optional) Map department, class, and location if your NetSuite setup uses segmentation.
Click Save once all mappings are complete.
Note: Each BU must be mapped before related transactions can sync. Multiple BUs can be mapped to the same subsidiary if needed. Business Units are account-specific and do not carry over between tenants.
(Optional) Look up trucks or warehouses
If your ServiceTitan tenant tracks inventory in trucks or warehouses, you can enable Truck/Warehouse Lookup for each Business Unit. When this setting is enabled:
The SuiteApp uses the truck or warehouse location specified on the purchase order or invoice in ServiceTitan.
This location overrides the default NetSuite location mapped to the business unit.
This ensures that item-level inventory transactions reflect actual storage locations rather than default BU locations in NetSuite.
When business unit mapping is complete, continue to the next step.
Step 3: Make GL accounts available and enable automatic item creation
To ensure document-based transactions (such as invoices, vendor bills, and credit memos) from ServiceTitan post correctly to your NetSuite general ledger, each referenced account must be represented by a corresponding item in NetSuite.
When you mark a GL account as Available to ServiceTitan, the SuiteApp automatically creates a linked non-inventory item in NetSuite. This item acts as a vehicle for syncing line-level transaction data and is essential for accurate GL posting.
Note: The GL account–to–item mapping follows this structure: ServiceTitan item > NetSuite item > NetSuite account.
Make a GL account available to ServiceTitan
In NetSuite, navigate to the account record you want to sync.
Open the record in Edit mode.
Select the Available to ServiceTitan box.
Save the record.
Once saved, a non-inventory item will be created automatically and linked back to the GL account.
When a GL account is marked available
A non-inventory item is created in NetSuite using the same name as the GL account
The item is automatically linked to the associated GL account
The item is used to carry line-level transaction data during document syncs
Why this matters
ServiceTitan syncs transactions at the line-item level, which requires item records in NetSuite
The non-inventory item enables this sync behavior without requiring a full product catalog in NetSuite
This supports accurate financial posting while maintaining a streamlined operational workflow in ServiceTitan
When your GL accounts are marked available and the corresponding items are created, continue to the next step.
Step 4: Map GL accounts between ServiceTitan and NetSuite
This step links the NetSuite accounts you made available in Step 3 to the corresponding accounts in ServiceTitan. This mapping establishes a validated connection between the two systems, ensuring that transactions are accurately posted in NetSuite.
The SuiteApp automatically attempts to match accounts based on account name and number. Suggested mappings are preselected, but you can review and override them as needed.
With NetSuite accounts marked as available and the corresponding non-inventory items created, you can now map accounts between the systems. General Ledger (GL) account mapping ensures that ServiceTitan transactions, such as invoices, bills, and payments, post to the correct GL accounts in NetSuite.
Caution: Completing this step is required before any financial data can successfully sync.
What this step does
Links NetSuite GL accounts to the ServiceTitan accounts used in transactions
Tells the SuiteApp where to post each synced transaction
Prevents sync errors by validating that every transaction references a mapped account
Configure GL account mappings
In NetSuite, go to the ServiceTitan Dashboard
Select GL Account Mapping for the appropriate tenant
Review the list of NetSuite accounts available for mapping
Only accounts marked Available to ServiceTitan will appear
For each NetSuite account:
Select an existing ServiceTitan account from the dropdown, or
Choose Create New to generate a new ServiceTitan account with the same number and name
If the account number in NetSuite matches one in ServiceTitan, the SuiteApp will preselect that match
Review and confirm each suggested mapping
Click Save when all mappings are complete.
Caution: If a ServiceTitan transaction references a NetSuite account that is not mapped, the sync will fail. These sync errors will be visible in the Sync Errors dashboard. To resolve, complete the missing mapping and reset the sync.
Once GL account mappings are complete, continue to NetSuite Onboarding Part 4: Configure sync settings.
