ServiceTitan + Ply + Sage Data Flow
ServiceTitan
+
Ply
+
Sage
Legend
→To Ply
←From Ply
↔Both Ways
✗No Sync
How It Works
ServiceTitan ↔ Ply
Jobs Scheduled
Jobs sync on your configured schedule. Full status, assignments, materials, and notes included.
Materials + Images Scheduled
Products AND images sync bidirectionally. ST is the only FSM with full image support.
Invoices Scheduled
Invoice line items, quantities, prices, and status sync both ways.
Purchase Orders Scheduled
Full PO lifecycle from draft to closed. Vendor data syncs alongside orders.
Ply ↔ Sage Intacct
Materials On-Demand
Products sync bidirectionally via webhook. Create in either system and changes reflect instantly.
Purchase Orders On-Demand
Full PO lifecycle syncs both ways. Draft, open, receive, and close—all reflected in Sage.
Vendors On-Demand
Ply vendors auto-create in Sage when referenced on POs.
Inventory Levels Setup
Chart of accounts pulls from Sage. Required during initial setup.
ServiceTitan
Ply
Jobs
↔
Jobs
Materials + Images
↔
Materials + Images
Invoices
↔
Invoices
Purchase Orders
↔
Purchase Orders
Vendors/Suppliers
↔
Vendors
Technicians
→
Users
Equipment
→
Equipment
Inventory Levels
→
GL Mapping
Business Units
→
Locations
Ply
Sage
Materials
↔
Items
Purchase Orders
↔
Purchase Orders
Vendors
→
Vendors
Supplier Contacts
→
Supplier Contacts
Inventory Adjustments
→
Inventory Adj.
GL Mapping
←
Inventory Levels
Inventory Adjustments
←
Adjustment Transactions
✗ Does Not Sync to Sage
Jobs
Employees
End-to-End Flow: Enterprise Field to Finance
Job in ST
↔
Bidir to Ply
↔
Invoice Materials
→
PO Created
↔
PO to Sage
→
Bill Matched
Sync Settings
ST Sync
Scheduled
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Sage Sync
On-Demand
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GL Mapping
Required
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Sage Rate Limit
40/60s
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Bidir Jobs
On
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Multi-Tenant
Supported
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PO Lifecycle
Full Sync
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Vendor Auto-Create
Enabled
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Click any row for details