Data source guides

How to export your ServiceTitan data

Last checked 28 September 2026

Answer

For the customer list, go to the top toolbar then Search then Customers, apply no filters, then click the Expand icon then Export to Excel (*.xlsx), and the file downloads. For history held in reports, go to Reports then select the report, then click Export and pick Export to XLSX or PDF. Access to reports is controlled by reporting permissions, so an admin grants them first.

What it holds

Customer records with their locations, jobs, history and financial data, plus report data.

Find the size

Neither the customer export page nor the report page shows a storage figure or a total count. Quote the row count of the exported XLSX instead.

What to enter on the form

ServiceTitan in records, and the year your company started using it. Seller form

Sources