Looking to create a live spreadsheet through google sheets

[jp1995]

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!

[CPAplumber]

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.     

[JeffHerron]

API is the best, and possibly the only, way to do this. https://developer.servicetitan.io/

[19861986 · Accepted solution]

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!

[alaunastephens]

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!

[CPAplumber]

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.  

[kyle_msa]

I would love to see the steps for how you are doing this. Thanks!

[CPAplumber]

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!