DatriseAI-first ETL

ServiceTitan to MongoDB Integration

AI-first ETL from ServiceTitan into MongoDB. Governed entities, incremental sync, typed landing tables.

How Datrise loads ServiceTitan into MongoDB

Datrise syncs ServiceTitan's jobs, customers, estimates, invoices, technicians, and service agreements into MongoDB as a collection per source entity. Flexible or custom fields land in native nested documents, and timestamps such as created, updated, and status changes are typed as BSON Date.

Sync is incremental: Datrise uses upserts by stable id with updateOne(upsert) on the source primary key, so re-runs update only what changed. Optional sharding on the entity id for large collections. Mongo has no fixed schema, so Datrise keeps field types consistent across documents to avoid mixed-type query surprises.

Ideal for document-oriented apps that want CRM data in their existing Mongo store.

Endpoints

ServiceTitan: Trades platform for dispatch, jobs, and revenue reporting.

MongoDB: Document database for flexible schemas.

How ServiceTitan entities map to MongoDB

ServiceTitan entityMongoDB objectNotes
jobsservicetitan_jobsid PK · custom fields → native nested documents
customersservicetitan_customersid PK · linked to servicetitan_jobs
estimatesservicetitan_estimatesid PK · linked to servicetitan_jobs
invoicesservicetitan_invoicesid PK · linked to servicetitan_jobs

FAQ

How does Datrise handle ServiceTitan's custom fields in MongoDB?

Flexible values are stored as native nested documents, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MongoDB types.

How does the ServiceTitan to MongoDB sync stay up to date?

It runs incrementally — Datrise uses upserts by stable id with updateOne(upsert) on the source primary key.

Related pipelines

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