To set up the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. 

Client authorisation for ServiceTitan

The new process for getting client authorisation for ServiceTitan is as follows:

1. First, login to a client's Servicetitan account. Clients with Administrator roles must share their Tenant ID via Settings > Integration > API Application Access. They need to share this tenant ID with Birdeye integration support (customers can email it).
   

2. Birdeye integration support needs to add the received Client Tenant ID to the ServiceTitan developer portal in the Birdeye production application created in the https://developer.servicetitan.io/signin/. Support staff can log in via the creds provided on the credentials sheet.
   
   

3. After the integration support has successfully added the received client Tenant ID and saved the modified Birdeye app, the client can now find the Birdeye application in the Settings > Integration > API Application Access section after clicking on ‘Connect New App.’ The client needs to connect to the Birdeye app and click the Allow access button in the following dialog.
   
4. After successfully connecting to the Birdeye application, the client will see its Client ID in the application details section for the integration. The client must generate a Client secret and share the Client ID and Client secret with integration support.
   
5. The Birdeye integration support, when setting up the integration, needs to input the received Tenant ID, Client ID and Client Secret from the client as dashboard property values. You must select Client on Service Titan V2 API as true to set the integration on the new V2 API.
   

Multi-location support

In the case of a multi-location account, you will need to create location 'Tags' within your ServiceTitan account to ensure service jobs are mapped to the right business location. To create a location tag, click on the 'Gear' icon on the top right corner of your ServiceTitan dashboard. 

Now, click on the 'Tag Types' icon which appears under the 'Operations' header on the left navigation rail.

On the 'Tag Types' page, click on the 'Add' button to add a new location tag.

Enter the name of the business location in the 'Name' field and click on the 'Save' button at the bottom.

The newly created location tag will now appear under the 'Tag Types' page with the status as 'Active'. 

Once you are in the process of creating a job, select the name of the location corresponding to the job from under the 'Tags' header.

After you have selected a location, click on the 'Book Job' button.

Alternate method

For a multi-location account, you can also create 'Business Units' within your ServiceTitan account to map jobs to the right location. To create a 'Business Unit', click on the 'Gear' icon on the top right corner of your ServiceTitan dashboard. 

Now, click on the 'Business Units' icon which appears under the 'Operations' header on the left navigation rail. On the new page, click on the 'Add' button on the top.

Now, enter the 'Name', 'Official Name', 'Email' and 'Phone Number' in the given fields. Once you have entered all the details, click on the 'Save' button on the bottom.

Once you are in the process of creating a job, select the name of the 'Business Unit' corresponding to the job from under the 'Business Unit header. After you have selected a business unit, click on the 'Book Job' button.