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Export guide

How to export your ServiceTitan data

Last verified: 2026-10-09 · Menu names change between plans and versions; check the vendor documentation below, and we confirm exact steps with you once you qualify.

Short answer

ServiceTitan (field service management) holds jobs, invoices, technician notes and call bookings. You run the export yourself, from the app or through its API, after removing personal and confidential details. Nothing leaves your company until you approve it.

Export from the app

  1. Step 1

    Access reports

    Click Reports in the main navigation menu and navigate to the Legacy Reports section.

  2. Step 2

    Locate export tool

    Search for the 'Pending Export' report or use the 'Data Export' tool under Settings → Data Management if enabled.

  3. Step 3

    Run and download

    Filter for the desired date range, run the report, and export the results to a CSV file.

  4. Step 4

    Check the file before sharing

    Open a sample of the export, confirm the date range and record count, and flag anything personal or confidential. Don't send anything yet — we review the package together first.

Export through the API

  1. Step 1

    Create a read-only key

    In Settings → Integrations → API Application Access, create an API token or app with read-only scopes. Keep it inside your company; never send it to SourceX.

  2. Step 2

    Use Data Export APIs

    Call V2 endpoints containing '/export' in the path (e.g., /memberships/v2/tenant/{tenant}/export/recurring-services) for optimized historical snapshots.

  3. Step 3

    Pull history in batches

    Page through records by date range, respecting rate limits. Save raw JSON to your own storage. Large histories can take several days.

Plan limits and formats#

  • Limits and formats depend on your plan and are confirmed with you after qualification.

What to leave out#

  • Names, emails, phone numbers and addresses of customers and staff
  • Passwords, API keys, tokens and other credentials
  • Payment card and bank details
  • Attachments you haven't reviewed (they often hold IDs or contracts)
  • Records covered by client NDAs, privilege or contracts that limit reuse
  • Anything you mark confidential, such as pricing or strategy

Terms to check first#

  • Your content is usually yours, but plan terms can limit bulk export, API use or automated access.
  • Check whether your plan includes the export or API features you need before starting.
  • Respect API rate limits; large exports may need to run in batches over several days.
  • Don't share admin logins. You run the export yourself, with our guidance.

Vendor documentation

What happens after the export

See what your ServiceTitan records are worth to AI buyers and how licensing works, step by step.

Read the ServiceTitan licensing guide

Related

Read why buyers want this data

See if your company qualifies

A short company assessment. No data uploads are needed.

See if your company qualifies Talk to SourceX
See if your company qualifies