Prerequisites
- An active ServiceTitan account with admin access
- Access to ServiceTitan Developer Portal
Setup Steps
Step 1: Register the App in the Developer Portal
1. Go to https://developer.servicetitan.io/ and click Sign In & Register Apps.
2. Click Sign In as Production Environment User.
3. Enter your ServiceTitan user credentials.
4. If a Terms of Use page appears, read and click Accept.
5. Click Register and Manage Applications.
6. Click Register New App.
7. When prompted "Who will be accessing the API endpoints/webhooks?", select Our organization.
8. Fill in the registration form with the following details:
- Organization: Makini
- Organization/App Website: https://www.makini.io
- Email Address: support@makini.io
- App Name: Makini
- Description: Integration Provider
- App Category: Analytics, Reporting, BI Tool
9. Click Add Scopes and select Select All for each of the following categories:
- Accounting (required if you plan to sync invoices)
- CRM
- Dispatch
- Forms
- Job Booking
- Job Planning and Management
- Marketing
- Pricebook (required if you plan to sync invoices)
- Settings
- Timesheets
10. The Tenant ID field should be pre-populated with your organization ID.
11. Click Register App.
12. Once the app is saved, copy the Application Key
❗️Important: Save the Application Key in a secure location. You will need this value to complete the integration.
Step 2: Connect the App to Your ServiceTitan Installation
1. Go to https://go.servicetitan.com/ and log in with your credentials.
2. Open Settings and navigate to Integrations → API Application Access.
3. Click Connect New App.
4. Find and select Makini, then click Connect.
5. Click Allow Access.
6. Read and accept the terms of use.
Step 3: Retrieve Your Client Credentials
1. Go back to https://developer.servicetitan.io/ and log in again if your session has expired.
2. In the application list, locate Makini and click the App Connections button (the second icon on the right, with a chain link icon).
3. A list of connections will open — there should be exactly one entry.
4. Copy the Tenant ID and Client ID.
5. Under Client Secret, click Generate, then confirm by clicking Yes, continue.
6. Copy the Client Secret and close the window.
❗️Important: Copy and save the Client Secret immediately. It cannot be viewed again after closing this window.
Step 4: Complete Connection in Makini Link
Submit these credentials in Makini Link to finalize your ServiceTitan integration.
In the Makini Link connection interface, provide the following credentials:
- Client ID: From the App Connections page (Step 3)
- Client Secret: Generated on the App Connections page (Step 3)
- Application Key: From the Developer Portal, after registering the app (Step 1)
- Tenant ID: From the App Connections page (Step 3)
If you encounter any issues during this process, contact support@makini.io.
Connection Verification
After completing the setup, Makini Link will attempt to establish a connection with your ServiceTitan account. A successful connection will be indicated in the Makini Link dashboard and you will be issued a respective API token.
Troubleshooting
Common Issues
Connection Failure
- Verify that all four credentials (Client ID, Client Secret, Application Key, Tenant ID) are entered correctly
- Ensure the app is in an Enabled state in the Developer Portal
- Check that the app has been connected and access allowed in ServiceTitan Settings (Step 2)
Permission Errors
- Confirm that all required API scopes were selected during app registration
- Ensure the ServiceTitan user has admin access
Client Secret Issues
- Client secrets can only be viewed once when generated — if lost, generate a new one from the App Connections page
- Make sure you're using the secret for the correct tenant connection
Need Additional Help?
If you continue to experience issues with your ServiceTitan connection, please contact Makini support at support@makini.io
Additional Resources
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