ServiceTitan and Microsoft Excel Integrations | Workload™ Automation

ServiceTitan and Microsoft Excel Integrations

Connect ServiceTitan to Microsoft Excel

Workload lets you integrate ServiceTitan with Microsoft Excel in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.

Integrate ServiceTitan + Microsoft Excel


If this happens in ServiceTitan...

Then do this action in Microsoft Excel!




GO!





How to Integrate ServiceTitan and Microsoft Excel



  • 1. Authenticate your ServiceTitan and Microsoft Excel accounts.

  • 2. Use one of the apps as a trigger to start the workflow.

  • 3. Choose one of the actions from the other app.

  • 4. Map the data fields you want to pass from one app to the other.

  • 5. If you get stuck, we’re here to help! Request help directly from the web application.


Integrate ServiceTitan and Microsoft Excel




Video Tutorial: Integrate ServiceTitan and Microsoft Excel Using Workload



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Supported ServiceTitan + Microsoft Excel Integrations

About ServiceTitan

ServiceTitan is a popular field service management (FSM) solution used by over 4,400 service businesses and over 100,000 contractors. This solution is used in several different industries including HVAC, electrical, plumbing, chimney sweep, and garage door. ServiceTitan helps businesses generate revenue and optimize operations with features including online & call booking, a dispatch board, a mobile application, online payment processing, and reporting. ServiceTitan is the worlds leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other field service businesses.


Related Categories

CRM (Customer Relationship Management)

Similar ServiceTitan Apps

Yes! ServiceTitan and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to ServiceTitan through it’s OAuth2.0 connection.

Prices for ServiceTitan vary according to usage. For the most accurate pricing, visit https://servicetitan.com/pricing for more details.

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier. Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.


Related Categories

Microsoft

Similar Microsoft Excel Apps

Yes! Microsoft Excel and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Microsoft Excel through it’s OAuth2.0 connection.

Prices for Microsoft Excel vary according to usage. For the most accurate pricing, visit https://excel.com/pricing for more details.