A GUIDED MOVE, WITH A CLEAR RECORD

Keep your history.
Know what will move.

Start with your current provider. Review access, column mapping and duplicate records before any import is approved.

1 · CHECK THE AVAILABLE PATH

ServiceTitan

Approved-app or export review

Reusable hosted connections need ServiceTitan’s approved third-party path. We do not ask customers to share a customer-built app key.

Customer-owned exports are the starting point until a certified connection and its record coverage are approved.

Provider access information ↗
2 · PREVIEW A FILE BEFORE ANY TRANSFER

See how a migration review works.

This CSV preview runs in your browser. It does not upload your file, connect to a provider or import records. Try the fictional example first.

Up to 5,000 records / 2 MB per preview. Dates use YYYY-MM-DD. Amounts use decimal numbers without currency symbols. File previews are discarded when this page closes.

3 · ARRANGE A REVIEWED IMPORT

Confirm the scope before moving records.

We confirm your source access, record types, history dates, missing files and duplicate rules, then agree on a pilot import. Your current system stays the source of truth until the migration has been reconciled.

Request ServiceTitan migration help

This requests a setup review. It does not activate a connector, create a paid account or authorize a data transfer.