To bring your jobs into Aiventic, connect your field service system in Settings > Integrations. Aiventic then pulls past and future jobs from your account. The fields you fill in depend on the system.
Who can do this: Owners only, with an active subscription.
Connect with login details or keys
Go to Settings > Integrations.
Under Available integrations, find your system and select View integration.
In the Connect {name} with aiventic window, fill in the fields.
Optional: select Run test to check the connection without saving it. You see "Testing connection..." and then "Connection test for {name} was successful" or "Connection test for {name} has failed".
Select Connect.
When you see Integration successful, check that the Connection status is Connected, then select View integrations.
What each system asks for
System | Fields |
Service Titan | TenantId, ClientId, ClientSecret, Synchronization Start Date |
Service Trade | Username, Password, Synchronization Start Date |
Service Fusion | Client ID and Client Secret, then you sign in on Service Fusion's own page |
HubSpot | No fields. You sign in on HubSpot's own page and approve access |
FieldPulse | An API token. FieldPulse issues API tokens on request |
Field Point | Base URL, Username, Password. Optional: Work-order transfer name, Work-order number filters |
QuickBooks | On-prem Agent Base URL (must start with https://). Optional: Sync Start (TimeModified floor). The card also has Download agent, Probe and Sync now buttons |
Service Desk (powered by ARIES) | Bot Token, Agent ID, Synchronization Start Date |
EPass (powered by ARIES) | Bot Token, Agent ID, Caché ODBC Connection String, Synchronization Start Date, EPass Server Timezone |
Connect with a sign-in page (HubSpot, Service Fusion)
Select View integration on the card. For Service Fusion, enter the client ID and secret first.
Select Connect. You are sent to the provider's page to approve access.
You return to Aiventic, which shows "Connecting..." and then Integration successful or Integration failed.
Good to know
The Synchronization Start Date is the date jobs are pulled from. Enter it as MM/dd/yyyy.
Fields marked with an asterisk are required. Password and secret fields are not shown again after you save them.
To connect more than one account of the same system, use Add connection, give it a name such as "East region", and select Add.
QuickBooks has a Sync now button. You see "Sync started" when it runs. Probe checks the agent and shows "Agent is healthy and connected" when it works.
Troubleshooting
Integration failed with "Try again or contact support": select Go back, check your details and try again. If it keeps failing, contact Aiventic support.
Could not start the connection. Please try again.: try again. If it keeps happening, contact Aiventic support.
Your system isn't listed: which integrations a team sees can vary. Contact Aiventic support.
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