Automate Square & ServiceTitan

Stop paying for mismatched spreadsheets. Sync data between Square and ServiceTitan 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 ["Square"]
        T1(["Completed Payment"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["ServiceTitan"]
        A1(["Apply Tag to Customer"])
    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 Square and ServiceTitan operate independently, payment data often fails to sync accurately, resulting in discrepancies between transaction records and job statuses. For instance, if a customer pays via Square, the payment confirmation may not reflect in ServiceTitan, leading to service technicians showing up for jobs that have already been paid for. This forces the accounting team to manually cross-reference payment records in Square with job statuses in ServiceTitan, wasting valuable time and increasing the risk of human error.

Top Ways to Automate Square & ServiceTitan

Streamlined Invoicing: Automatically sync customer payments from Square to ServiceTitan, ensuring accurate invoicing and reducing manual entry errors.
Real-Time Data Synchronization: Keep customer and transaction data updated across both platforms, allowing for informed decision-making and improved service delivery.
Enhanced Reporting: Generate comprehensive reports that combine sales data from Square with service metrics from ServiceTitan, providing a holistic view of business performance.

How to Build the Square → ServiceTitan Sync

Set up a webhook in Square to listen for the 'payment.created' event. This will trigger whenever a new payment is successfully processed.
Configure the webhook to send a payload containing the payment ID, amount, customer details, and job ID to your integration endpoint.
Develop an API endpoint in your integration service to receive the webhook data from Square. Extract the relevant fields: payment ID, amount, customer email, and job ID from the incoming payload.
Use the ServiceTitan REST API to insert the payment record. Construct a POST request to the '/api/v1/payments' endpoint with the extracted data, ensuring to include the payment ID, amount, and job ID in the request body.
Test the integration by processing a payment in Square and verifying that the corresponding payment record appears in ServiceTitan.

Developer Warnings & API Gotchas

Ensure that the job ID in the Square payload matches the corresponding job in ServiceTitan; mismatches can lead to incorrect payment associations.
Be cautious with the data types for the amount field; Square may send it as a float while ServiceTitan expects an integer (cents), requiring conversion.
Check for duplicate payment entries in ServiceTitan; if the webhook is triggered multiple times for the same payment, implement idempotency checks based on the payment ID.

Supported API Operations

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

When this happens in Square... Completed Payment

Do this in ServiceTitan Apply Tag to Customer
When this happens in Square... Fetch Custom Actions

Do this in ServiceTitan Assign Technicians
When this happens in Square... Item Variation

Do this in ServiceTitan Attach Job
When this happens in Square... List Appointment Service

Do this in ServiceTitan Cancel Appointment
When this happens in Square... Locations

Do this in ServiceTitan Create Appointment

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