Set up your account for the QXO integration

Overview

Access your roofing supplier's product catalogs through your ServiceTitan account. With our new QXO, formerly known as Beacon, integration, you have real-time access to an updated product catalog and customer-specific pricing, allowing you to create accurate bids quickly and confidently.

Things to know

• When setting up your account for QXO integration, the email and password are tied to an individual user, not the company. If the main user who set up the integration has their account removed for any reason by QXO, the integration will be disconnected, and you'll need to reconnect it.        

  Note: We recommend setting up the integration with the business owner's account credentials to avoid such scenarios.

• Currently, you can only add roofing catalog items to your pricebook. You don't have the option to map the catalogs.

• The pricebook for roofing integrations is specifically for materials only. After adding, you can find the items in the Materials section of your pricebook, where you can access their Material Variations. For more information, see Manage supplier catalog material variations in ServiceTitan.

• When adding QXO items to your purchase orders, you'll see dynamic supplier-specific Custom Fields that allow item-level variant selection.
  Example: The 203 Product Family comes in shades like Snowmist White and Liberty White, etc. 

• The day after you add items to your pricebook, you can view costs for base SKU items (which include variant SKU items) or for variant SKU items only.

• We are setting a default Unit of Measurement (UoM) with QXO that cannot be modified in ServiceTitan. For more information on converting the Unit of Measure, see Set up a new unit of measure for items.

Connect your account in Vendor Integrations

ServiceTitan allows you to link your QXO account with Single Sign-On (SSO) in just a few steps.

To connect your account:

1. Go to the navigation bar and click Settings  .

2. In the side panel, click Integrations > Vendor Integrations.

3. In the Vendor Integrations screen that opens, click Full Procurement. 

4. Click QXO.

5. In the Accounts screen that opens, click Connect via SSO Login. 

6. On the new SSO screen, enter your QXO account details and click Login. This redirects you back to your ServiceTitan account for integration setup.

7. Follow the steps on the Integration Setup screen that opens.

Integration Setup

Step 1 – Link Vendors

1. In the Link Vendors section, select QXO as a vendor.         

   Note: Vendors available to be linked must be replenishment vendors and must not be used on other activated integrations. Filter results using the Show only replenishment vendors toggle or set vendors as replenishment in settings. For more information, see Set up vendors.

2. Review the information and click Next.

Step 2 – Verify QXO Account Number

1. Select a QXO account number from the options provided and click Next. 

Step 3 – Map Account

1. Click Manage Accounts to select branch and job accounts to map to the correct business units. 

2. On the Manage accounts pop-up that opens, select the accounts you want to use for populating costs in Pricebook, then click Save.        

   Note: You can identify your main branch and job account as #999.

        

3. For each account, assign the appropriate Business Units.        

   Tip: Use the search box to find specific branch and job accounts.

4. Select a Primary account as the default for purchases.        

   Note: ServiceTitan uses the primary account for retrieving customer-specific costs, catalog filtering and populating default PO fields; other accounts can be mapped to display additional costs from non-primary branches in the pricebook.

5. When finished, click Activate. 

Activating the vendor integration stores the mapping between ServiceTitan and your supplier so that all supplier subaccounts are referenced throughout the Supply Chain process.

Note: If your integration disconnects, go to Settings > Integrations > Vendor Integrations > Full Procurement to reconnect. Log in with an admin account that has the correct access.

Tip: Set up SMS and/or email alerts to receive notifications if your integration gets disconnected. To learn how to set up alerts in ServiceTitan, see Use Alerts.

Generic and variant item costs in your pricebook

There are two reasons you may see $0 costs for certain items in your pricebook:

• Generic materials (parent items) with color options (variants):        

  • In QXO catalog, generic materials have a $0 cost because the actual costs are assigned to their specific color options.
    Example: GAF Timberline, a generic material, appears with a $0 cost, while its specific color variant, such as GAF Timberline Weathered Wood, has an assigned cost.
    Best practice: If you include a generic material in an estimate (for example, when a homeowner has not yet selected a color), manually set the cost for that item in your Pricebook.

• Items unavailable at selected branches:        

  • Any item (including color variants) that isn't stocked at your chosen branches also appears with a $0 cost.
    Best practice: Deactivate these items when found.

Mapping QXO branches for accurate pricing

To retrieve item pricing from different QXO branches, you must correctly map your account to the appropriate branch during setup. This is especially useful if you purchase from multiple branches with different prices or if certain items aren't available at your Primary branch.

Note: Incorrect mapping may result in missing prices if you select a branch that doesn't carry your items or result in receiving retail pricing instead of your negotiated rates.

Choosing the right Branch

Each QXO branch may have multiple accounts assigned to your business, including a main account and possibly others for specific projects (for example, special pricing for a large development).

• If you operate in a single region and buy from one branch:        

  • Map your Roofing Sales business unit to the main QXO branch. Set this account as Primary.

• If you operate in a single region and buy from multiple branches:        

  • Map your main Roofing Sales business unit to the primary QXO branch. Set this account as Primary.

  • Map at least one business unit to the secondary QXO branch from which you want to get pricing.                

    Note: This feature currently allows for mapping multiple business units to one branch, but not one business unit to multiple branches.

• If your business operates out of multiple locations, each buying from different branches:        

  • Create separate business units for each location.

  • Map each Roofing Sales – Location business unit to the main QXO branch for that location.

  • Set your primary branch as the QXO branch of your headquarters or your main purchasing location.

Want to learn more?

• See Set up multiple account integrations in a single vendor's system

• See Upload purchasing history from vendor