Nextiva NEXT - ServiceTitan Setup Guide

Overview

Use this guide to install and connect the ServiceTitan integration from the NEXT Marketplace.

The ServiceTitan integration brings your field service operations directly into the NEXT platform. Xbert AI Employees can create and manage service appointments, look up and create customer contacts, and handle the full job lifecycle — from creation through cancellation and notes — without manual data entry.

Note: A ServiceTitan account is required to use this integration. The ServiceTitan integration is compatible with Xbert AI only.

Before You Begin

Ensure the following:

• You have an active ServiceTitan account.

• You have created an API application in ServiceTitan and have your Client ID and Client secret.

• You have permission to install apps in the NEXT Marketplace.

Important: ServiceTitan uses OAuth 2.0 client credentials for authentication. You must generate a Client ID and Client secret from your ServiceTitan Developer account before completing the Connect step.

Install ServiceTitan in NEXT

Step 1: Open the App in Marketplace

1. Select App marketplace in the left navigation.

2. Select ServiceTitan.

3. Select Install.

 

You will see a confirmation screen titled:

You are about to add ServiceTitan for NEXT

1. Select the checkbox to accept the Terms and Privacy Policy.

2. Select Next.

 

Step 2: Connect

On the Connect screen, complete the following fields:

 

Connection type

Defaults to Cloud. Leave this as Cloud unless your organization uses an on-premises group.

Authentication type

Displays OAuth 2 (client credentials grant). This is pre-selected and cannot be changed.

Endpoint has case-sensitive headers?

Leave as No.

OAuth2 token URL

Pre-filled with https://auth-integration.servicetitan.io/connect/token. Do not modify this value.

OAuth2 client ID

Enter your ServiceTitan Client ID.

To find your Client ID:

1. Log in to your ServiceTitan Developer account.

2. Navigate to your API application.

3. Copy the Client ID value.

4. Return to NEXT and paste it into the OAuth2 client ID field.

OAuth2 client secret

Enter your ServiceTitan Client secret.

To find your Client secret:

1. In your ServiceTitan Developer account, open your API application.

2. Copy the Client secret value.

3. Return to NEXT and paste it into the OAuth2 client secret field.

Important: Save your Client secret in a secure location. It may not be displayed again after initial generation.

How does the API require credentials to be sent to request a token?

Displays Header. This is pre-selected — credentials are sent as a base64 encoded string in the request header. Do not modify this value.

Base URL

Pre-filled with https://api-integration.servicetitan.io. Do not modify this value.

Use custom TLS/SSL certificate settings

Leave as No.

Advanced settings

Leave collapsed unless your organization requires additional configuration.

After completing all fields, select Connect, then select Next.

Installation Complete

If the Client ID and Client secret are valid, you will see the Review screen confirming the installation is complete.

Select:

• Done to exit, or

• Manage apps to review the integration.

Verify the Connection

After installation:

1. Select App marketplace in the left navigation, then select Manage apps.

2. Select ServiceTitan.

3. Confirm the status shows Active.

4. Initiate a test interaction in NEXT that involves a ServiceTitan appointment or contact lookup.

5. Confirm the data appears correctly in ServiceTitan.

Troubleshooting

Invalid Client ID or Client secret

• Confirm you copied both values from the correct ServiceTitan API application without extra spaces.

• If the Client secret has expired or been regenerated, retrieve the new value from your ServiceTitan Developer account and reconnect.

Authentication fails at token request

• Verify the OAuth2 token URL is set to https://auth-integration.servicetitan.io/connect/token.

• Confirm the How does the API require credentials field is set to Header.

• Ensure the API application in ServiceTitan is active and has the required permissions.

Integration status not showing Active

• Return to App marketplace → Manage apps and check if the connection shows an error state.

• Select ServiceTitan and re-enter the Client ID and Client secret.

• Reconnect the integration.

Appointments, contacts, or jobs not syncing

• Verify the Client ID belongs to a ServiceTitan API application with access to the relevant tenant and job types.

• Confirm the Base URL is set to https://api-integration.servicetitan.io.

• Reconnect the integration if necessary.