We would need the following information:
* API Key: This allows us to access your ServiceTitan account securely.
* Tenant ID: This helps us identify and link your account correctly.
* Client ID: Essential for authentication purposes.
* Client Secret: Ensures secure communication between platforms.
Here's a quick, 3-step guide on how to gather this info:
1. Create a ServiceTitan Custom Sameday App:
Access your developer account through this link: ServiceTitan Developer Portal. Here, you will create a new custom app. Name it Sameday and save the API Key.
1.1 In the API Scope Make sure that the following READ and WRITE permissions are enabled:
Read Appointments, Job Canceled Logs, Job Cancel Reasons, Job Hold Reasons, Jobs, Job Types, Projects, Project Statuses, Project Sub-Statuses, Appointment Assignments, Capacity, Non-Job Appointments, Teams, Technician Shifts, Zones, Customers, Leads, Locations, Tags data
Write Appointments, Job Canceled Logs, Job Cancel Reasons, Job Hold Reasons, Jobs, Job Types, Projects, Project Statuses, Project Sub-Statuses, Appointment Assignments, Capacity, Non-Job Appointments, Teams, Technician Shifts, Zones, Customers, Leads, Locations, Tags data
1.2 In the Client Credentials Management choose "I, the app developer, will configure the credentials on behalf of each tenant" (
2. Connect the App to Your ServiceTitan Account:
Visit ServiceTitan Settings, then navigate to Integrations → API Application Access. Create a new app and select the Sameday app you previously created.
3. Generate Client Connection:
Head back to your Developer Portal, where the connection should now be visible. Retrieve the Client ID and generate a secret (side note: this will be visible only once!).
Once you have these details, save them in and send to our team. You can use OneTimeSecret to send them encrypted to us. You can send a link in this thread. .