Related:
1. Login to ServiceTitan Developer Portal
Please go to developer.servicetitan.io in your browser, and click on the yellow “Log In & Create Apps” button:
Then, click on “Login as Production Environment User"
Login with your ServiceTitan credentials – if you see a “User doesn’t have access to developer portal.” error message, try using an administrator account
If the “API Terms of Use” pops up, please click “Accept”
You should now be logged into a screen that says “My Apps” at the top
2. Setting up API scope
Click on “+ New App” at the top of the screen
You should now see a screen with “New App” at the top
Under “Developer Details”
Organization - your company name
Homepage - your website
Email Address - will be your ServiceTitan administrator account email
Are you a third-party developer? - select: “No, I’m a ServiceTitan customer”
Under “App Details”
Application name – enter: “ File rebates and registrations for (your company name)”
Description – add in a short description of the app (e.g. “Filing rebates and other paperwork for our equipment sales)
App Category – select “Rebates Platform” under “Sales Tool”
Tenant(s) – should be pre-filled, please don’t change
App Scopes
Please check the following permissions for each scope
For permissions marked as “All”, please click on “All” at the top of that category
For permissions marked as “Read + Write”, please check the boxes for both the Read and Write column just for the permissions listed in bullet points
For permissions marked as “Read for all”, please check all of the boxes under the Read column for all permissions within that Scope
Scope | Permissions Requested |
Accounting
| Read + Write for these two permissions |
CRM | Read for all |
Dispatch | Read for all |
Equipment Systems | Read for all |
Job Booking | Read for all |
Job Planning and Management | Read for all |
Pricebook | Read for all |
Forms | Read for all |
Service Agreements | Read for all |
Sales & Estimates | Read for all |
Settings | Read for all |
Task Management | Read for all |
[IMPORTANT] Scroll down to the bottom of the page and click the blue “Create App” button – this should bring you back to the page with “My Apps” at the top of the screen
3. Connect the application
Please open a new tab and log into your regular ServiceTitan portal with your administrator account
Click the gear icon for settings in the top right of the ServiceTitan page after logging in
On the Settings page, click “Integrations” and then “API Application Access” on the left
Click the blue “Connect New App” button
In the menu that pops up, scroll down until you see Service Pitch and click “Connect”
If there is a popup that has a few dropdown menus, select “No restriction” for “booking_provider” and “report_category”, and select “Native” for “gps_pings” – this may not apply
Click the blue “Allow Access” button at the bottom right of the screen
4. Sharing API credentials
Please switch back to the original ServiceTitan Developer Portal tab (developer.servicetitan.io)
Scroll down the “My Apps” page until you find the app under Pika that you just created
Click “Edit”
Scroll down to Application Key, and click the “Copy” button to the right of the field (the value pre-filled should start with “ak1…”)
Save that value (i.e. copy and paste it somewhere)
“App Key”
Navigate back to the “My Apps” screen and scroll down to find Pika again
Click “View Connections”
Click the blue “Generate” button under “Client Secret”
Save the following four values (i.e. copy-and-paste them somewhere):
Tenant ID – should be a number
Client ID – should be a long string of letters and numbers starting with
cid…Client Secret – should be a long string of letters and numbers starting with
cs…App key - from section 2C above!
Log into the Pika rebate portal and visit rebates.app.withpika.com/settings/integrations.
Add in the Tenant ID, Client ID, Client Secret, and App Key from above and press "Check Integration Status". You should see the validation results display with all green check marks.