NetSuite Onboarding Part 4: Configure sync settings

Overview

This step involves configuring settings that control how data is synced between ServiceTitan and NetSuite. These configurations determine sync behavior, naming conventions, tax settings, and default transaction handling.

In this step, you need to configure the following:

• Global settings

• ServiceTitan account-level settings

Configure global settings

Global configurations apply across all tenants connected through the SuiteApp. These settings are managed in NetSuite and affect sync behavior at an organizational level.

Access global settings

To access global settings, go to ServiceTitan Menu > Integration > ServiceTitan Dashboard > Select tenant to configure.

Enterprise Hub

When enabled, all outbound View in ServiceTitan links are updated to use an Enterprise Hub-friendly URL instead of tenant-specific links. This supports navigation across multiple tenants within ServiceTitan's centralized Enterprise Hub.

Use case

Enabling this feature is recommended for organizations that manage multiple tenants through ServiceTitan's Enterprise Hub. It allows for seamless cross-tenant record access and supports centralized operations.

Disable prefix/suffix naming

When this setting is disabled, the SuiteApp automatically adds the Tenant Short Name to synced records:

• Transactions are prefixed with the Tenant Short Name.

• Relationship records, such as customers and vendors, are suffixed with the Tenant Short Name.

This convention helps identify which tenant a record came from, especially if multiple ServiceTitan tenants sync to the same NetSuite subsidiary.

When this setting is enabled, the naming convention is turned off. Records sync with their original ServiceTitan names, without any prefix or suffix.

Use case

Enable this setting only if you do not want tenant identifiers added to record names. For environments where multiple ServiceTitan tenants sync to the same NetSuite account, it is recommended to leave this setting disabled to maintain clear tenant identification.

Tax Schedule

The SuiteApp uses account items to facilitate transaction sync between ServiceTitan and NetSuite. NetSuite requires that each account item be assigned a Tax Schedule at the time of creation.

Use this setting to select the default Tax Schedule that will be applied when the SuiteApp creates account items in NetSuite. This ensures tax handling is properly configured and avoids errors during item creation or transaction sync.

Note: Only required for environments using legacy tax setups or custom tax rules.

Configure tenant-level settings

Tenant-level settings control sync behavior for a specific ServiceTitan tenant. These configurations allow fine-tuning for Accounts Receivable, Accounts Payable, project sync, and transaction defaults.

Access tenant-level settings

To access tenant-level settings, go to ServiceTitan Menu > Integration > ServiceTitan Dashboard > Select tenant to configure.

Integration Data Cutoff Date and Time

The Integration Cutoff Date/Time defines the earliest point in time for eligible sync data. Transactions or records created before this timestamp will be excluded from sync. The cutoff date control or limit applies to all records included in the sync, and is based on the 'Transaction Date' in ServiceTitan, for example, the date the record was created.

For new tenant configurations, the cutoff date will be defaulted to today's date plus 30 days.

To change the date, select a new cutoff date from the dropdown.

Tenant ID and name

These fields represent the unique ID and name assigned to the tenant by ServiceTitan. They are used to identify and manage tenant configurations within the integration.

Project /Job sync disabled

The Project/Job sync feature is available only when the NetSuite Projects feature is enabled in your account. If Projects is turned off, the Project/Job sync option will not appear and is treated as disabled.

Short Name

Short Identifier is a customizable label used to distinguish records created by a specific tenant in NetSuite. It helps identify which tenant a transaction or record originated from by appending the short name to synced data.

To enter a short name:

1. Enter a short identifier for the tenant you are configuring.

2. There are no character limits, but it is recommended to use a clear, concise label. For example, you can enter ST1, LAOFFICE, NORTH.

3. This identifier will be used as a prefix or suffix on synced records in NetSuite.

Where it appears

The short name is applied to various record types to provide tenant-level traceability:

Recommendation

Use a unique short name per tenant to avoid confusion when working across multiple environments. This is especially helpful in NetSuite environments that consolidate data from several ServiceTitan tenants.

Enable in Sandbox

Note: This feature must be enabled when connecting a NetSuite sandbox to ServiceTitan.

This setting requires customers to explicitly opt in to enable API communication from a NetSuite sandbox environment. It is designed to prevent data from being unintentionally pushed from a sandbox NetSuite account into a live ServiceTitan production environment.

For example, after a NetSuite sandbox refresh, if the sync scheduler is still active, this setting ensures that only authorized sandbox-to-production communication can occur. Without this safeguard, it's possible for test data from the sandbox to pollute the live ServiceTitan environment—especially if automation is triggered unexpectedly.

Transactions sync settings

This section describes the sync behavior settings found in the Transaction Sync Settings section.

Enable Accounts Receivable Sync

This setting defines how Accounts Receivable (AR) data is synced from ServiceTitan to NetSuite. It determines the method and level of detail used when transferring AR information between the two systems.

Choose the option that matches how you want AR data represented in NetSuite:

• None: No AR transactions are synced.

• Journal Summaries: High-level journal entries (no customer detail).

• Journal Details: Line-level journal entries with full customer and transaction detail.

• Document Transactions: Creates actual NetSuite invoices, payments, and credit memos.

Enable Accounts Payable Sync

Controls the level of Accounts Payable (AP) data synced from ServiceTitan to NetSuite.

Options include:

• None: No AP data is synced.

• Bills and Returns Only: Only syncs vendor bills and vendor returns.

• PO, Receipts, Bills and Returns: Full sync of POs, receipts, vendor bills, and returns.

Note: AP transactions in ServiceTitan that begin with a Purchase Order (PO) only sync to NetSuite after the PO has been received. This ensures that NetSuite reflects confirmed receipts rather than unfulfilled commitments.

Enable Inventory Adjustments Sync

Controls whether inventory adjustments from ServiceTitan are synced to NetSuite.

Options include:

• None: No inventory adjustments are synced.

• Journal Summaries: Summarized journal entries for inventory valuation changes (V1 only).

Note: Version 1 (V1) of inventory sync supports summary-level journal entries only for valuation purposes. It does not update item-level stock or quantities in NetSuite.

Transaction defaults

This section defines which default items and accounts NetSuite should use when processing synced transactions from ServiceTitan. These mappings ensure financial accuracy and minimize sync errors by establishing expected values for tax, fees, and accounts.

Tax Item

Select the NetSuite item that will represent tax amounts on synced transactions. This item must be linked to an expense account, because taxes are posted as line-level charges in the general ledger.

In Version 1 of the SuiteApp, tax amounts appear as individual lines on the synced transaction. The GL impact of these tax lines is determined by the expense account associated with the selected item. Make sure the item is properly configured in NetSuite with the correct expense account mapping.

Note: The tax item must be a Non-Inventory for Resale item type and the item preference Can Be Fulfilled/Received option should be unchecked.

Restocking Fee Item

Select the NetSuite item that will represent restocking fees or charges. This item must be linked to an expense account, because restocking charges are recorded as expenses in the general ledger.

This item is used when restocking adjustments are synced from ServiceTitan. Ensure the selected item is properly configured in NetSuite with the correct expense account mapping.

Note: The restocking item must be a Non-Inventory for Resale item type and the item preference Can Be Fulfilled/Received option should be unchecked.

Shipping Fee Item

Select the NetSuite item that will represent shipping charges on synced transactions. This item must be linked to an expense account, since shipping costs are recorded as expenses in the general ledger.

This item is automatically applied when shipping charges are included on transactions from ServiceTitan. Ensure the item is properly configured in NetSuite with the correct expense account mapping.

Note: The shipping item must be a Non-Inventory for Resale item type and the item preference Can Be Fulfilled/Received option should be unchecked.

Default AR Account

This account serves as the Accounts Receivable (AR) and income account for invoices, credit memos, and payments. If a transaction is created by transforming an existing invoice, the AR account is inherited from that original invoice automatically.

Want to learn more?

• See Accounting integrations

• See NetSuite integration

• See NetSuite Onboarding Part 1: Set up ServiceTitan for integration

• See NetSuite Onboarding Part 2: Authenticate NetSuite with ServiceTitan

• See NetSuite Onboarding Part 3: Install and configure the ServiceTitan SuiteApp