Video Tutorial:
Overview
Ply's Purchase Order integration with ServiceTitan lets you create POs in Ply and sync them directly into ServiceTitan's Purchase Order module. This saves time, reduces manual data entry, and keeps tracking accurate across both platforms.
You have two ways to sync a PO from Ply to ServiceTitan:
Manually, one PO at a time
Automatically, via the PO auto sending setting
⚠️ Important: POs created in Ply will sync to ServiceTitan, but POs created in ServiceTitan will not sync back to Ply, due to a current API limitation on ServiceTitan's side. Deletions also don't sync to remove a PO from both systems, delete it separately in each one.
Option 1: Manual Sync
Go to the Purchase Orders tab in Ply.
Find and open the PO you just created.
Click Create Purchase Order in ServiceTitan (this may appear in the top-right corner or in a dropdown menu).
In the modal that appears, fill in:
Supplier run
Business unit
Inventory location
Order date
Technician impact (optional)
Commission, tax, or shipping info (if applicable)
5. Click Create.
Once created, the PO is synced to ServiceTitan. A ServiceTitan logo will appear next to the PO in Ply clicking it opens the PO directly in ServiceTitan.
Option 2: Automatic Sync
Want Ply to automatically send new POs to ServiceTitan without the manual step above? Set up auto sending once, and it'll apply going forward.
Go to Settings > Workspace > Integrations.
Scroll down to the PO auto sending toggle.
Turn it ON.
Fill in the details:
Save the changes.
Once saved, all new POs created in Ply will automatically be sent to ServiceTitan, no manual click needed.
⚠️ Note: Make sure you've saved your entered data. Without saving, the auto-send setting won't be updated.
Keep in Mind
POs created in Ply sync to ServiceTitan, but the reverse isn't currently supported (ServiceTitan API limitation).
Updates made on either side reflect on the other in real time.
Deletions are not synced delete the PO in each system separately if you need it removed from both.
Still need help? Contact Support!