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

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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.

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:

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)

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