05-16-2024 11:29 AM
Hello, I am looking to create a live google sheets doc with information from service titan. Has anyone successfully done this? if so can you inform me how you did it? I have tried copy and pasting the URL from Service Titan But the data does not. Is it even possible to create a live spread sheet through this portal as its not a public site? thanks!
Solved! Go to Solution.
05-16-2024 01:11 PM
I have attempted this via Zapier without success. I have been able to do it with Airtable though.
Service Titan > Airtable > Google Sheets.
For Zapier (Service Titan > Google Sheets) it can be accomplished with API integration BUT I haven't mastered that either.
Please let me know if you ever figure this out!
07-15-2024 11:10 AM
Hi jp,
I have set this connection up for a few items like invoices and timesheets. It does require a few steps to set up, but it had definitely been valuable to have. You will need both an API integration and a connection to your Google sheet through the google sheets API.
05-20-2024 04:08 AM
API is the best, and possibly the only, way to do this. https://developer.servicetitan.io/
05-16-2024 01:11 PM
I have attempted this via Zapier without success. I have been able to do it with Airtable though.
Service Titan > Airtable > Google Sheets.
For Zapier (Service Titan > Google Sheets) it can be accomplished with API integration BUT I haven't mastered that either.
Please let me know if you ever figure this out!
08-15-2024 11:22 AM
Hello! What exactly were you able to use Airtable for, we have tried Zapier without success as well.
We are looking to have a live spreadsheet that updates throughout the day as jobs are booked so we can display the spreadsheet to our call center and dispatch team.
Any insight is appreciated!
08-26-2024 08:17 AM
I would use the ServiceTitan API. That would allow you to have a live spreadsheet whose data comes directly from your ServiceTitan account. I would be happy to discuss the steps if you need some assistance.
09-11-2024 05:36 PM
I would love to see the steps for how you are doing this. Thanks!
09-16-2024 09:52 AM
I would love to, send me over an email at zach@robisonplumbing.com and we could set up a call to go over what I have setup!