Inventory and Excel

SueMoxley
New Contributor II

I'm in charge of starting a new inventory program for our company. How do I load the inventory to ServiceTitan using Microsoft Excel?

2 REPLIES 2

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @SueMoxley -- you can create or import your template by going to settings>inventory>add>and from here you can either download a stock list template or import an existing. Here's a guideline on creating and editing inventory templates

 

Sheena @ NiFT

Thank you so much!