https://wiki.vestednetworks.com/index.php?action=history&feed=atom&title=How_to_Setup_the_ServiceTitan_CRM_Integrator 2026-06-13T15:43:43Z Revision history for this page on the wiki MediaWiki 1.41.0 https://wiki.vestednetworks.com/index.php?title=How_to_Setup_the_ServiceTitan_CRM_Integrator&diff=1454&oldid=prev 2026-06-12T17:21:40Z

<p>Created page with &quot;&#039;&#039;&#039;Administrator Access Required:&#039;&#039;&#039; You must be an Office Manager in the Nova Portal and an Administrator within the Service Titan CRM to configure this Integrator. &#039;&#039;&#039;User Identity Matching:&#039;&#039;&#039; &lt;u&gt;Email Address Identification&lt;/u&gt;: The Nova Portal uses email addresses to identify users in Service Titan. &lt;u&gt;No Email Present&lt;/u&gt;? If a Nova Agent/User doesn&#039;t have an email address, the Service Titan administrator can add the user&#039;s extension number in Service Titan to...&quot;</p> <p><b>New page</b></p><div>'''Administrator Access Required:'''<br /> <br /> You must be an Office Manager in the Nova Portal and an Administrator within the Service Titan CRM to configure this Integrator.<br /> <br /> '''User Identity Matching:'''<br /> <br /> &lt;u&gt;Email Address Identification&lt;/u&gt;: The Nova Portal uses email addresses to identify users in Service Titan.<br /> <br /> &lt;u&gt;No Email Present&lt;/u&gt;? If a Nova Agent/User doesn't have an email address, the Service Titan administrator can add the user's extension number in Service Titan to enable identification.<br /> <br /> <br /> Setup Steps:<br /> <br /> # Login to Nova Portal<br /> # Go to the &quot;Integration&quot; Tab and Select &quot;Enable&quot; Button within the Service Titan Box<br /> # Follow Setup Instructions '''Instructions:'''<br /> ## Submit a support request providing your ServiceTitan account's Tenant ID. We will process the request and respond when access to the integration has been approved, along with detailed instructions for ServiceTitan configuration.<br /> ## Follow those instructions to complete setup within ServiceTitan, being sure to copy down the resulting Client ID and Client Secret values for the app.<br /> ## Click Connect below to complete setup within the Nova Portal, providing Tenant ID, Client ID, and Client Secret when prompted.<br /> # Fill in Requested Information for Connection<br /> # CRM Integrator Connected Confirmation Integration Successfully Enabled Message: Integrator Enabled: '''User/Agent Identity:''' The Nova Portal matches emails from the portal to Service Titan. If there is no email on the Nova Agent/User, the Service Titan admin can add the user's extension number in Service Titan to be matched.<br /> # Selecting Users for specific data to be sent to the CRM (Call Data, SMS Data, and/or Meeting Data)<br /> ## In the &quot;Advanced&quot; is where the Tokens can be located (Please note: Any edits to this can affect the outcome of the task within Service Titan)<br /> ##* Contact: &lt;code&gt;&lt;nowiki&gt;[[phone_number]]&lt;/nowiki&gt;&lt;/code&gt;<br /> ##* Employee: &lt;code&gt;&lt;nowiki&gt;[[employee]]&lt;/nowiki&gt;&lt;/code&gt;<br /> ##* Call Direction: &lt;code&gt;&lt;nowiki&gt;[[call_direction]]&lt;/nowiki&gt;&lt;/code&gt;<br /> ##* Call Time: &lt;code&gt;&lt;nowiki&gt;[[call_start]]&lt;/nowiki&gt;&lt;/code&gt;<br /> ##* Call Event: &lt;code&gt;&lt;nowiki&gt;[[call_event]]&lt;/nowiki&gt;&lt;/code&gt;<br /> ##* Recording: &lt;code&gt;&lt;nowiki&gt;[[recording_url]]&lt;/nowiki&gt; &lt;nowiki&gt;[[transcription]]&lt;/nowiki&gt;&lt;/code&gt;</div>

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