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ServiceTitan (historical import)

Overview

Running on ServiceTitan? Connect it so Setell can read your finished jobs and learn your real pricing. This is a one-way import — Setell reads your past work to warm up its quotes, and never writes anything back to ServiceTitan. ServiceTitan needs two extra details before you connect (a Tenant ID and an App Key); we'll show you exactly where to find them.

Before you start

  • A ServiceTitan account, plus an app set up in the ServiceTitan Developer Portal.
  • Your Tenant ID and App Key from that portal (Developer Portal → your app).
  • ServiceTitan import is on every plan.

Steps

  1. Go to Settings → Connections and find the ServiceTitan card.
  2. Click Connect to ServiceTitan. A short form opens.
  3. Paste your Tenant ID and App Key. Both are stored encrypted.
  4. Click Continue to ServiceTitan and approve access. You land back in Setell and the card reads Connected — tenant <your tenant id>.

What happens next

  • Once connected, click Import historical jobs on the ServiceTitan card to pull your completed jobs — the import runs in the background.
  • Each imported job becomes pricing signal — Setell references it when you quote similar work.
  • Re-running the import is safe: jobs already imported aren't duplicated.
  • Imported history shows up to Boxx within a few minutes of the import finishing.

Troubleshooting

  • "Tenant ID and App Key are both required." One field was left blank. Fill in both — find them in the Developer Portal under your app.
  • Card still says "Not connected" after the form. The approval didn't complete. Open the form again, re-check the Tenant ID and App Key, and continue.
  • "ServiceTitan is not connected. Connect in Settings first." The import was triggered before the connection finished. Finish connecting on the card first.
  • An import is already running. Setell won't start a second import while one is in progress — wait for the first to finish.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Where do I get the Tenant ID and App Key? In the ServiceTitan Developer Portal, under your app — they're labeled "Tenant ID" and "App Key."
  • Are my keys safe? Yes — both are stored encrypted.
  • Does this move my live jobs into Setell? No. It reads finished jobs as pricing signal only; your active ServiceTitan work stays put.
  • Will re-importing make duplicates? No — it skips jobs already brought in.

Related

  • docs/import/jobber-servicetitan · docs/integrations/jobber · docs/import/spreadsheet · docs/integrations/quickbooks

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