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Integrations

When materials are added to a job, Ply needs to decide where to deduct them from. It could be a technician's truck or the warehouse. Here's exactly how that decision…

Understanding Location Response for Integrations

Fixing Material Sync Errors

Articles that apply to all FSM integrations.

General Info

In this guide, you'll learn how to easily connect your HouseCall Pro account with Ply. With this integration, you can sync your catalog, suppliers, jobs, and more directly within the…

Integrating HouseCall Pro to Ply for the First Time!

Curious what data flows between HouseCall Pro (HCP) and Ply, and in which direction? Here's a full breakdown.

HouseCall Pro + Ply: What Syncs?

In this article, we will show you all the settings for this integration and how they work!

HouseCall Pro Integration Settings

If your business uses HouseCall Pro's parent/child account structure, here's what's supported today and how to make sure Ply connects to the right account.

Connecting Ply with HouseCall Pro Parent & Child Accounts

Keep your Ply catalog organized by understanding how categories sync from HouseCall Pro

Managing Categories & Subcategories | HouseCall Pro Integration

Track individual units by serial number and sync them straight through to HouseCall Pro. Here's what needs to be in place, the step-by-step process, and answers to common questions.

Serial Numbers on Jobs | HouseCall Pro Integration

Turn approved estimates into POs or Picklists directly in Ply.

Estimates | Housecall Pro Integration

How Jobs Work, Material Deductions & Troubleshooting | HouseCall Pro Integration

This error appears during PO reconciliation when a material is assigned to a parent category instead of a leaf (deepest) category.

Common Error: When Receiving a Purchase Order (HouseCall Pro Users)

Materials cannot be created in a category that has subcategories

Common Error: "Materials cannot be created in a category that has subcategories"

If you're seeing a permission-related error when trying to create materials in the Ply catalog or reconcile purchase orders, and this is connected to your Housecall Pro (HCP) integration, this…

Common Error: "You don't have permissions to create materials in HCP"

Learn how to integrate your HouseCall Pro Account and other data to get the most out of Ply.

Housecall Pro

Welcome to Ply's ServiceTitan integration! This article walks through every setting available once your ServiceTitan (ST) account is connected to Ply, so you can configure the integration to match your…

Integrating ServiceTitan with Ply for the First Time!

Curious what data flows between ServiceTitan (ST) and Ply, and in which direction? Here's a full breakdown.

ServiceTitan + Ply: What Syncs?

Connect your Ply locations to their matching ServiceTitan locations so materials, technicians, and invoices stay lined up across both systems.

Linking Ply Locations to ServiceTitan

Scope job access and sync behavior by Business Unit, so each team only sees the ServiceTitan jobs that belong to them.

Multi-Tenant for ServiceTitan: How It Works with Ply

Create a PO in Ply, push it to ServiceTitan with one click, reconcile received materials, and optionally batch-transfer to your accounting software, all connected.

How to Sync Purchase Orders from Ply to ServiceTitan

This setting controls which jobs your technicians see in their Ply app, so their view stays focused on what's actually relevant to their day.

Tech Job Visibility | ServiceTitan Integration

Estimates | ServiceTitan Integration

Get this error when pushing a PO from Ply to ServiceTitan? Here's the most common cause and how to fix it.

Common Error: "Could Not Create the PO in ServiceTitan"

If material costs are syncing as $0 in ServiceTitan when integrating with Ply, this is usually caused by a ServiceTitan setting, not a Ply sync error. Enabling the Materials Charge…

Common Error: Fix $0 Cost Syncing Issue in ServiceTitan

Running into a sync alert that says materials are missing GL accounts? Here's what's causing it and how to fix it.

Common Error: "Required Property is Missing: GL Accounts"

Learn how to integrate your ServiceTitan Account and other data to get the most out of Ply.

ServiceTitan

Welcome to the video tutorials where you'll learn how to connect your Jobber account with Ply! With this integration, you can seamlessly bring in your catalog, suppliers, jobs, and much…

Integrating Jobber with Ply for the First Time!

Curious what data flows between Jobber and Ply, and in which direction? Here's a full breakdown.

Jobber + Ply: What Syncs?

Control exactly when items from Jobber jobs get synced into Ply, based on the job's status in Jobber.

Transfer from Job Status | Jobber Integration

Customize how job names from Jobber are displayed in Ply.

Change Job’s Template | Jobber Integration

Sometimes a job created in Jobber doesn't automatically appear in Ply, even after a full sync. Here's how to sync it manually.

Jobs Not Syncing | Jobber Integration

Estimates | Jobber Integration

Learn why your Jobber integration expires, how to reconnect it, and what we're doing to prevent it from happening again.

Your Connection to Jobber Has Expired: How to Reconnect

Learn how to integrate your Jobber Account and other data to get the most out of Ply.

Jobber

Requirements, install steps, and the rules that keep Ply and FieldEdge in sync.

Integrating FieldEdge with Ply for the First Time!

What the FieldEdge integration syncs, how FieldEdge terms map to Ply terms, and what's not included yet.

FieldEdge + Ply: How the Integration Works?

Day-to-day: work orders, adding inventory line items, choosing a warehouse, and what happens to part requests.

Using Ply Inventory in Your FieldEdge Workflow

Common questions about the FieldEdge integration, and who to contact for what.

FieldEdge + Ply: FAQ and Getting Help

Field Edge

Sync items, suppliers, and purchase orders between QuickBooks Online and Ply. No more manual entry, no more duplicate data.

Integrating QuickBooks Online with Ply for the First Time!

A quick guide to what information syncs between Ply and QuickBooks Online

QuickBooks + Ply: What Syncs?

Sync Your Inventory and Financial Data the Right Way

QuickBooks Integration | Account Settings in Ply

QBO | How to Use the Customer Column in Purchase Orders

This error appears during Purchase Order sync when QuickBooks Online can no longer find a vendor that Ply is referencing, usually because the vendor was deleted in Ply.

Common Error: "Invalid Reference Id - Vendor referenced to in this transaction has been deleted"

Learn how to integrate your QBO Online Account and other data to get the most out of Ply.

QuickBooks Online

In this article, we'll show you how to export your inventory from Sortly and upload it seamlessly to Ply.

Sortly | How to Export Your Catalog to Ply

Learn how to integrate your Sortly Account and other data to get the most out of Ply.

Sortly

Integrating Sage Intacct to Ply for the First Time!

Learn how to integrate your Sage Account and other data to get the most out of Ply.

Sage

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