Automate ServiceTitan & Square

Stop paying for mismatched spreadsheets. Sync data between ServiceTitan and Square in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["ServiceTitan"]
        T1(["Booking"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Square"]
        A1(["Add Customer to Group"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When ServiceTitan and Square operate independently, technicians often face the challenge of double data entry. For instance, when a job is completed in ServiceTitan, the payment details must be manually entered into Square, leading to potential errors in transaction amounts. This not only wastes valuable time for field technicians who could be servicing more clients but also creates discrepancies in revenue reporting, as the finance team must reconcile the two systems regularly.

Top Ways to Automate ServiceTitan & Square

Automated Invoicing: Instantly generate and send invoices from ServiceTitan based on completed jobs, ensuring that all transactions are accurately recorded in Square without manual entry.
Real-Time Payment Updates: Automatically sync payment statuses from Square to ServiceTitan, allowing field teams to access up-to-date financial information and improve cash flow management.
Comprehensive Reporting: Consolidate financial data from both platforms into a single dashboard, enabling better decision-making and streamlined financial reporting for enhanced business insights.

How to Build the ServiceTitan → Square Sync

In ServiceTitan, configure a webhook to trigger on the 'Job Completed' event. This webhook should send a payload containing the job ID, customer details, and payment amount.
Set up an endpoint listener on your server to receive the webhook from ServiceTitan. Ensure this endpoint is publicly accessible and can handle JSON payloads.
Extract the relevant data from the received payload, specifically the job ID, customer name, and payment amount.
Use the Square API to create a new payment. Make a POST request to the endpoint https://connect.squareup.com/v2/payments with the extracted data formatted as follows:

{"idempotency_key": "unique-key-for-this-transaction","amount_money": {"amount": payment_amount,"currency": "USD"},"source_id": "customer-source-id","customer_id": "customer-id"}

Handle the response from Square to confirm the payment was processed successfully and log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the 'amount' in your payload from ServiceTitan is in cents, as Square requires the amount to be specified in the smallest currency unit.
Be cautious with the 'idempotency_key'; if it is not unique for each transaction, Square will reject the request, leading to failed payments.
When extracting customer details, verify that the customer ID from ServiceTitan matches the format expected by Square, or the payment will not be associated with the correct customer.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in ServiceTitan... Booking

Do this in Square Add Customer to Group
When this happens in ServiceTitan... Booking Providers

Do this in Square Change Inventory
When this happens in ServiceTitan... Business Units Data

Do this in Square Create Appointment
When this happens in ServiceTitan... Campaigns

Do this in Square Create Customer
When this happens in ServiceTitan... Employees Data

Do this in Square Create Invoice

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I can see you're looking at mapping ServiceTitan to Square. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?