Service Titan API V2 Integration Set-Up

** API V2 must be set up by November 7, 2022.

Overview:

1. IMS: Request Tenant ID from the contractor

2. Contractor: Send Tenant ID to IMS

3. IMS: Enter Tenant ID in PartsGator integration settings

4. IMS: Add Tenant ID in ServiceTitan Developer Portal

5. Contractor: Add Sales Builder Pro app to ServiceTitan

6. Contractor: Send Client ID and Client Secret to IMS

7. IMS: Enter Client ID and Client Secret in PartsGator integration settings

8. IMS: Send webhook URL to ServiceTitan

Step 1: IMS will request the Tenant ID from the contractor.

Step 2: The contractor needs to request the Service Titan Tenant ID from Service Titan.

Your Tenant ID must be retrieved directly from Service Titan's Integrations Team. Please email [e-mail]. The integration team will require that you provide your Service Titan PIN. 

Step 3: IMS enters the Tenant ID on Contractor Integration

Step 4: IMS adds the Tenant ID in the Service Titan Developer Portal

Step 5: Contractor adds Sales Builder Pro app to Service Titan

Contractor on ServiceTitan:

• Go to Settings > Integrations > API Application Access
• Click Connect New App

Step 6: Contractor sends Client ID and Client Secret to IMS

Contractor:

• Start an email to IMS
• On ServiceTitan, Click Copy next to Client ID
• Paste into an email to IMS, but do not send yet

• On ServiceTitan, Click Generate next to Client Secret

• Click Yes, Continue

Contractor: 

• Click Copy
• Paste into the email to IMS
• Send the email.

Step 7: IMS will enter Client ID and Client Secret in Parts Gator Integration Settings

Step 8: IMS will enable the V2 check box in Parts Gator Integration Settings

Step 9: IMS will click run V2 API Calls and click Go for Get Business Units. If you get an authorization failed message, there is an error in the set-up.

Step 10: IMS will send the webhook URL to Service Titan

 

Additional Resources:

Troubleshooter for API V2 Integration Set-Up