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.