Overview
The ServiceTitan integration keeps your jobs, materials, invoices, purchase orders, and more in sync between ServiceTitan and Ply. Most data syncs on a scheduled basis, and several categories sync bidirectionally, meaning updates made in either platform will reflect in the other.
What Syncs
ServiceTitan | Sync Direction | Ply |
Jobs | ↔ Both Ways | Jobs |
Materials + Images | ↔ Both Ways | Materials + Images |
Purchase Orders | ↔ Both Ways* | Purchase Orders |
Equipment | ↔ Both Ways | Equipment |
Invoices | → To Ply | Jobs |
Technicians | → To Ply | Users |
GL Accounts | → To Ply | GL Mapping |
Business Units | → To Ply* | Locations |
Estimates | → To Ply | Estimates |
Vendors/Suppliers | ← From Ply* | Vendors |
Kits | ← From Ply | Materials |
💡ServiceTitan is the only FSM integration with full image support product images sync bidirectionally alongside materials.
⚠️See notes below, PO, Vendor, and Business Units sync have important caveats.
What Doesn't Sync
The following are not currently synced between ServiceTitan and Ply:
Full Customer Profile
Memberships
Payments
Services (pricebook services, services as invoice items, services as estimate items)
How It Works
Item | Details |
Jobs Sync | Jobs sync on your configured schedule. Full status, assignments, materials, and notes are included. |
Materials + Images | Products and images sync bidirectionally. ServiceTitan is the only FSM with full image support. |
Kits | Kits sync from Ply to ST, where they map to materials. When one of these materials is added to an ST invoice, the linked kit is added to the Ply job and deducted from the appropriate stock. |
Invoices | Ply does not sync invoices to ST. Invoices only flow in one direction. When an ST invoice includes materials or equipment, those items sync to the corresponding Ply job and are deducted from Ply stock. |
⚠️ Purchase Orders | Ply syncs POs to ST. Once a PO has synced, that specific PO becomes bidirectional going forward. However, POs created directly in ST do not sync to Ply, a PO must originate in Ply to appear there (this reverse flow is planned for a future release). There's also an FSM setting to auto-create a PO in ST once a specified PO status is reached; this is disabled by default. |
⚠️ Vendors | Ply does not push vendors to ST via manual or scheduled sync Ply only fetches vendors from ST. That said, if a vendor is added to a PO and that PO syncs from Ply to ST, the vendor will be created in ST automatically if it doesn't already exist there. |
Estimates | Estimates include materials and equipment sync. Materials that are linked to equipment will not appear in the Ply estimate. The estimate pipeline is disabled by default and must be enabled via an FSM setting. Once synced, an estimate can be converted to a PO or a Pick List in Ply. See related article: Estimates | ServiceTitan Integration |
Equipment | Equipment syncs bidirectionally between ST and Ply. |
Technicians | ST technicians convert to Ply users. Names, roles, and assignments flow automatically. |
GL Accounts | Chart of accounts required for proper categorization. Maps ST accounts to Ply. |
⚠️ Business Units | By default, Business Units do not impact the ST-Ply integration. This only matters if multiple businesses (e.g., separate franchises or brands) share the same ST tenant but need to keep their data separate, in that case, "multi-tenant" integration must be enabled, and a specific Business Unit must be selected for Ply to sync data from. See related article: Multi-Tenant for ServiceTitan: How It Works with Ply |
Why This Matters
Knowing exactly what syncs and in which direction helps you understand where to make updates (ST vs. Ply) and troubleshoot discrepancies if something doesn't appear where you expect it.
Where to Set Up the Integration
Go to Settings → Workspace → Integrations to connect your ServiceTitan account to Ply.
Here is an article that walk you through it: Integrating ServiceTitan with Ply for the First Time!
Still need help? Contact Support!