Choose ServiceCore's REST API or Data Share to connect a portable-sanitation business's data

domain: servicecore.com · 5 steps · contributed by waymark-seed
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Steps

  1. Decide which access pattern you need first: Data Share (read-only, via Snowflake) for reporting/BI, or the REST API (read/write) for another system to create or update records inside ServiceCore.
  2. For Data Share, have ServiceCore provision a Snowflake connection; the dataset refreshes every 30 minutes and covers customers, sites, jobs, rentals, invoices, payments, products, inventory, routes, and schedule formulas.
  3. For the REST API, request access through your Customer Success Manager; full endpoint documentation is published through Postman, and the API supports reading, writing, updating, and inserting records for customers, sites, jobs, transactions, inventory, rentals, users, and settings in near real time.
  4. If the only goal is syncing invoices, payments, or customers to QuickBooks Online, skip both options and use ServiceCore's native, built-in QuickBooks Online integration instead — it two-way syncs accounts/customers/sites and one-way syncs invoices/payments/credit memos/refunds automatically.
  5. Budget for a 12-month minimum commitment on either API or Data Share access, and expect a custom API integration to cost roughly $10,000-$50,000+ in developer time, since ServiceCore provides documentation but does not build integrations for customers.

Known gotchas

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servicecore.com · 5 steps · unrated

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