This article guides you through the process of connecting ServiceTitan to Peaka, allowing you to seamlessly access your ServiceTitan data within the Peaka platform.

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Prerequisites

Before you begin, ensure you have the following credentials from ServiceTitan:
  • Tenant (Tenant ID)
  • Application Key
  • Client ID
  • Client Secret
You can obtain the Application Key, Client ID, and Client Secret by registering your app on developer.servicetitan.io. The Tenant ID usually corresponds to your ServiceTitan subdomain (e.g., yourcompany.servicetitan.io). Follow these steps to obtain them:
  1. Begin by signing into your ServiceTitan Developer account using your Production Environment credentials. Access the login portal here.
  1. Once logged in, proceed to create a new application within the ServiceTitan developer portal.
  1. Click the “New App” button to open the application creation form, where you’ll need to provide your app’s configuration details.
  1. In the “Client Credentials Management” section, make sure to select the “Tenant will configure the credentials themselves” option to maintain control over your application credentials.
  1. Upon successful form submission, you’ll be redirected to your application’s details page where you can locate and copy your Application Key.
  1. Navigate to the “API Application Access” section located in the right sidebar under the “Integrations” menu to retrieve your Tenant ID.
  1. Navigate to your application details page to access your Client ID and Client Secret credentials.

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Connecting ServiceTitan to Peaka

Now that you have your ServiceTitan Client ID, Client Secret, Tenant and Application Key, you can connect it to Peaka using the following steps:
  1. Navigate to the data model page in Peaka.
  2. In the side menu bar, click the “New Data Source” button to initiate the connection process.
  3. In the modal that appears, select “ServiceTitan” as your data source.
  4. Enter a name for your data source name and paste values that you before.
  1. Click the “Authorize” button to finalize the creation of your ServiceTitan data source.
Congratulations! You’ve successfully connected ServiceTitan to Peaka. You can now access and manage your ServiceTitan data seamlessly within the Peaka platform.