Connecting My Time Tracking to Protiv
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      Service Titan: Connecting to Protiv

      This article provides a step-by-step guide on how to integrate your Service Titan tracking system with Protiv to automate time tracking and eliminate manual data entry, ensuring accuracy and efficiency in your bonus program.

      Why Integrate Service Titan with Protiv?

      Connecting Service Titan to Protiv helps you:

      • Automate Time Tracking: Say goodbye to the need for manual time entry, saving you significant time and effort.
      • Improve Accuracy: By automating data transfer, the integration minimizes the risk of human errors that can occur with manual uploads.
      • Ensure Accuracy: The direct connection between Service Titan and Protiv ensures that your bonus program operates with accurate and up-to-date time data.

      Prerequisites

      • Admin Access: You will need administrative privileges in both Protiv and Service Titan to establish the connection. This ensures you have the necessary permissions to set up the integration securely.
      • Google Chrome: We recommend using Google Chrome as your web browser. It offers optimal security and compatibility, ensuring a smooth integration process.

      Phase 1: Before Your Account Setup Meeting

      This phase outlines the essential step you need to complete before your scheduled integration setup meeting with Protiv.

      Provide Your Tenant ID to Protiv

      To ensure a smooth setup during your meeting, you must provide Protiv with your Tenant ID. This allows Protiv to pre-register your Service Titan account in our system. This pre-registration is crucial for the "Protiv 2.0" application to appear in your Service Titan app list later during the integration process.

      • How to Find Your Tenant ID: Log in to your Service Titan account.
        • Go to the navigation bar and click Settings
        • Select Integrations > API Application Access.
        • Your Tenant ID will be displayed in the top right corner of the page.
      • Email Protiv Your Tenant ID:
        • You must email this ID to help@protiv.com with the subject line: "Tenant ID".
        • This allows our team to perform the initial API setup prior to your account setup meeting.
      • Important Note: It is critical that you provide your Tenant ID in advance. If you do not provide this information, we will not be able to continue your setup during the account setup meeting, leading to delays.

      Phase 2: During Your Account Setup Meeting

      This phase details the steps you will complete during your scheduled integration setup meeting with a Protiv representative.

      1. Open Protiv
        • Launch Google Chrome and navigate to the Protiv: https://app.protiv.com.
        • Log in to your Protiv account using your credentials.
        • On the left-hand navigation pane, click on Integrations.
        • Locate the Service Titan integration tile and click the Connect button.
        • A pop-up window will appear with fields for Tenant ID, App ID, Client ID, Client Secret, and Attendance Import Date.
        • The Tenant ID field will already be populated.
        • Enter the following App ID into the corresponding field: 
          ak1.8s8h8qdcbighr0vrlw5qomkkw
        • Keep this Protiv pop-up window open, as you will return to it shortly.
      2. Open Service Titan and Connect the Protiv Application
        • Open a new tab in Chrome and log in to your Service Titan account at https://go.servicetitan.com/#Settings/Api-Apps/.
        • Enter your Service Titan login credentials and click Log In.
        • This will take you directly to the API Application Access panel. (Alternatively, you can log into your Service Titan account and navigate to your Settings, then look for API Application Access).
        • Click the Connect New App button.
        • From the list of available applications, locate and select Protiv 2.0. It is crucial to select "Protiv 2.0" and not just "Protiv," as "Protiv 2.0" is the correct and updated version.
          Click Select.
      3. Grant Permissions to Protiv
        • After selecting Protiv 2.0, you will be prompted to grant permissions. Click Permissions.
        • You must select all permissions listed. This gives Protiv access to your Service Titan information.
        • Important Note: Protiv will only pull information from your account; it will not change any of your account information.
        • Click Allow Access.
        • Click Accept.
      4. Copy Client ID and Client Secret from Service Titan
        • Once accepted, Service Titan will display two key values: your Client ID and Client Secret. (You will also see an "Allowed tenant value", but this is not needed).
        • Copy Client ID: On the Service Titan tab, copy the Client ID displayed.
        • Paste Client ID in Protiv: Switch back to the Protiv tab and paste this value into the Client ID field in the open pop-up window.
        • Generate and Copy Client Secret: Return to the Service Titan tab.
          • Under Client Secret, click the “Generate” button.
          • A confirmation pop-up will appear; click “Yes, Continue”.
          • This will generate your Client Secret.
          • Click “Copy” to copy it.
        • Paste Client Secret in Protiv: Switch back to the Protiv tab and paste this value into the Client Secret field.
      5. Enter Attendance Import From Date in Protiv
        • In the Protiv tab, locate the Attendance Import From Date field.
        • Enter the date from which you would like Protiv to begin pulling historical time data into this field. (A common practice is to select a date two weeks to one month prior to today).
      6. Authenticate the Connection
        • Click the Authenticate button in the Protiv pop-up window.
        • The system will now connect.
        • This process may take between 10 to 60 seconds to complete, depending on the volume of your Service Titan data.
        • A confirmation message will appear, signifying a successful connection! 

      What Data is Synced?

      This integration will bring over the following data from Service Titan to Protiv:

      • Jobs
      • Budgets
      • Technicians
      • Employees
      • Time entries
      • Dispatch Schedule

      Important Notes

      • Initial Data Sync: The first data synchronization (initial sync) may take up to 24 hours to complete, especially if you have a large amount of historical data being transferred.
      • Ongoing Sync Frequency: After the initial sync, data will automatically synchronize approximately every two hours.
      • Manual Sync Option: You can manually initiate a sync at any time within Protiv if you need to update data immediately.

      Troubleshooting Tips

      • Missing Tenant ID: If you cannot find your Tenant ID or did not provide it in advance as instructed, please immediately contract Service Titan Support. Our team needs this information to perform essential pre-setup steps for your account.
      • Permission Issues: Ensure you have administrative access in both Service Titan and Protiv. Without these permissions, the integration cannot be set up.
      • Authentication Errors: If you receive any error messages during the authentication process, please double-check that you have entered the Client ID and Client Secret exactly as they appeared in Service Titan with no spaces before or after.
      • Still Experiencing Issues? If you have followed all steps and continue to encounter problems, please contact your Customer Support at help@protiv.com for personalized assistance.