3rd Party App Migration

These are the steps that need to be followed by a 3rd party app developer for successfully migrating their application from a Customer’s ServiceTitan Environment to a Developer (Third-Party’s) ServiceTitan Environment

  1. Log in to the ServiceTitan Developer Portal

    • Use the credentials associated with your integration account provided to you by ServiceTitan.

    • Ensure you log in as an “Integration Environment User.”

  2. Create a New Application

    • Once logged in, create an application by providing all necessary details and specifying the required API scopes.

  3. Add Tenant IDs to the New Application

    • Add all previously connected Tenant IDs (and any new Tenant IDs, if applicable) to the new application.

    • Once this is complete, customers will be able to see your app in their ServiceTitan environment and can enable it.

  4. Ask the Customer to Enable Your App

    • To expedite the process, remind the customer to enable your app by following the steps outlined here.

  5. Generate New Client Credentials

    • Once the app has been enabled by the customer, generate your new Client ID and Client Secret from the Developer Portal, as described here.

  6. Use the New Credentials

    • Begin making API calls on behalf of the customer using your Application Key and the individual tenants’ Client ID and Client Secret that you have generated.

  7. Complete the Migration

    • After the migration is complete, instruct the customer to delete the old application you created along with your old user credentials.