Getting Started with ServiceTrade Accounting Connector External System Identifier

Adam Gurley
Adam Gurley
  • Updated

An external system allows you to identify a ServiceTrade entity via your external system identifier. The external ID can then be used to look up an entity in ServiceTrade using Universal Search (search the top bar of ServiceTrade). 

External IDs will also be included in data exports and API results.

Supported ServiceTrade entities:

  • Locations
  • Companies
  • Users
  • Jobs
  • Lib Items
  • Assets

The steps below will walk you through creating an external system and adding an external ID. 

1. While logged in as an Account Admin, open your Account Settings.


2. On the right-hand side of the settings screen, click "Add an External System."


 3. External IDs require a system name and a system label. 


4. Once this is done, you can begin adding external ids on various entities within ServiceTrade. Click the blue chain link button on the desired page, and then provide the external id in the field provided. 



Note:  External IDs must be unique.  For example, if you had an external system called "UPS Tracking Number", a given tracking number 1Z893674502 may only be used once in ServiceTrade.  This eliminates the chance of error.

If you need a method to put the same sort of extra identifier on many different objects in ServiceTrade, consider using a tag instead. 



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