Integrating SetSale with ServiceTitan
This article will guide you through the process of integrating your ServiceTitan account with SetSale. This process requires you to move between both platforms to complete the setup.
Step 1: Connect Your ServiceTitan Account in SetSale
In your SetSale account, navigate to Settings, then Integrations.
On the ServiceTitan card, click Connect ServiceTitan.
Enter your ServiceTitan Tenant ID and click Submit. To find your ServiceTitan Tennant ID in ServiceTitan, navigate to Settings -> Integrations -> API Application Access
The SetSale team will review and approve your request. You will receive an email notification once your account has been approved and is ready for the next steps.
Step 2: Enable the SetSale App in ServiceTitan
Once you've received an email permitting you to move forward with the integration, Log in to your ServiceTitan dashboard.
Go to Settings, then Integrations, and finally API Application Access.
Click on the Connect New App button and find and click on the SetSale app.
Enable the application.
Step 3: Generate Your Client ID and Secret
While still in ServiceTitan, go to Settings, then Integrations, and API Application Access.
Click on the SetSale app name.
Copy the Client ID and generate a new Client Secret.
You will need both of these to complete the integration in SetSale.
Step 4: Complete the Integration in SetSale
Return to your SetSale Integrations page.
Enter the Client ID and Client Secret you just generated in ServiceTitan.
Click Connect Integration.
Once you've completed these steps, your ServiceTitan and SetSale accounts are linked, and you can test the integration to ensure everything is working correctly. Information will now flow between both platforms.
How to Match SetSale Equipment to ServiceTitan
ServiceTitan Equipment Matching lets you connect equipment in your SetSale pricebook to existing equipment items in your ServiceTitan pricebook.
This helps SetSale reference the right ServiceTitan SKUs when estimates are sent back to ServiceTitan, without changing your ServiceTitan pricing, vendor, or accounting setup.
Before You Begin
Make sure:
Your ServiceTitan integration is connected in SetSale.
Your ServiceTitan pricebook is linked.
The initial ServiceTitan pricebook scan has finished.
If your ServiceTitan pricebook is still loading, SetSale will show a message letting you know that matching will be available once the scan is complete.
Why Match Equipment?
When equipment is not matched, SetSale can create a SetSale-managed equipment item in ServiceTitan as a fallback.
Matching equipment gives you more control by allowing SetSale to use your existing ServiceTitan equipment items instead.
This is helpful if your team already maintains equipment SKUs, model numbers, vendors, categories, or accounting details in ServiceTitan.
Find Suggested ServiceTitan Matches
SetSale can automatically look for ServiceTitan equipment that appears to match your SetSale equipment.
Go to Settings.
Open Pricebook.
Go to your Equipment list.
Select Find ServiceTitan matches.
Review the suggested matches.
Each row shows the SetSale equipment on the left and the suggested ServiceTitan equipment on the right.
SetSale suggests matches based on equipment identifiers like:
ServiceTitan code
Model number
Display name
Connect Suggested Matches
After reviewing the suggestions:
Leave checked any matches you want to connect.
Uncheck any matches you do not want to use.
Select Connect.
SetSale will link the selected SetSale equipment items to the matching ServiceTitan equipment items. SetSale does not change the saved ServiceTitan equipment details during this process.
Match Equipment Manually
If SetSale does not suggest a match, or if you want to choose a different ServiceTitan item, you can map equipment manually.
Go to Settings.
Open Pricebook.
Find the equipment item you want to update.
Open the equipment edit dialog.
In the ServiceTitan equipment field, search your ServiceTitan pricebook.
Select the correct ServiceTitan equipment item.
Save the equipment.
You can search by ServiceTitan equipment name, code, model, or related identifying details.
Clear a Match
To remove a manual match:
Open the SetSale equipment item.
Find the ServiceTitan equipment field.
Select Clear.
Save the equipment.
After clearing the match, SetSale may use its fallback behavior when syncing equipment to ServiceTitan.
Important Notes
SetSale always uses your SetSale equipment cost when building estimates.
By default, matching equipment does not update the cost saved on the ServiceTitan equipment item. If your account has cost syncing enabled in the ServiceTitan integration settings, then cost behavior may differ based on that configuration.
SetSale will not allow a manually selected match if that ServiceTitan item is already mapped to another SetSale equipment item.