Calldacity Integrations | How to Setup the Service Titan Integrator in the UCaaS Portal
Calldacity Integrations | How to Setup Service Titan Integrator in the UCaaS Portal
Administrator Access Required:
You must be an Office Manager in the UCaaS Portal and an Administrator within the Service Titan CRM to configure this Integrator.
You must be an Office Manager in the UCaaS Portal and an Administrator within the Service Titan CRM to configure this Integrator.
User Identity Matching:
Email Address Identification: The UCaaS Portal uses email addresses to identify users in Service Titan.
No Email Present? If a UCaaS 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.
Setup Steps:
Step 1: Login to UCaaS Portal
Step 2: Go to the "Integration" Tab and Select "Enable" Button within the Service Titan Box
Step 3: Follow Setup Instructions
Instructions:
1. 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.
2. Follow those instructions to complete setup within ServiceTitan, being sure to copy down the resulting Client ID and Client Secret values for the app.
3. Click Connect below to complete setup within the UCaaS Portal, providing Tenant ID, Client ID, and Client Secret when prompted.
Step 4: Fill in Requested Information for Connection
Step 5: CRM Integrator Connected Confirmation
Integration Successfully Enabled Message:
Integrator Enabled:
Integration Successfully Enabled Message:
Integrator Enabled:
User/Agent Identity:
The UCaaS Portal matches emails from the portal to Service Titan.
If there is no email on the UCaaS Agent/User, the Service Titan admin can add the user's extension number in Service Titan to be matched.
Step 6: Selecting Users for specific data to be sent to the CRM (Call Data, SMS Data, and/or Meeting Data)
a.
a.
b. In the "Advanced" is where the Tokens can be located
(Please note: Any edits to this can affect the outcome of the task within Service Titan)
- Contact: [[phone_number]]
- Employee: [[employee]]
- Call Direction: [[call_direction]]
- Call Time: [[call_start]]
- Call Event: [[call_event]]
- Recording: [[recording_url]] [[transcription]]
If you have any questions or issues with setup, please reach out to Calldacity Support