---
title: How Do I Use the Solo Integration?
description: After creating an API Key in JobNimbus to produce a Webhook in Solo, you can send proposals from Solo and create a customer as a JobNimbus Contact.
---

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# How Do I Use the Solo Integration?

## After creating an API Key in JobNimbus to produce a Webhook in Solo, you can send proposals from Solo and create a customer as a JobNimbus Contact.

Prior to using, you will need to enable the integration by following the steps outlined in **[this](https://support.jobnimbus.com/how-do-i-enable-the-integration-with-solo?hsLang=en)**[**article**](https://support.jobnimbus.com/how-do-i-enable-the-integration-with-solo?hsLang=en)<https://support.jobnimbus.com/how-do-i-enable-the-integration-with-solo?hsLang=en>.

### Creating a Customer

1. Within your Solo account, click on the **New Customer** button at the top of your page.
2. **Enter the customer's details** in the Customer Information and Location fields.
3. Include a **valid address** in the Location fields.
4. Click **Next** to move forward.
   
   ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-20-2024-04-08-35-5950-PM.png?width=688&height=393&name=image-png-Dec-20-2024-04-08-35-5950-PM.png)
5. Confirm the location and then click **Next.**
   
   ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-20-2024-04-13-00-3082-PM.png?width=688&height=583&name=image-png-Dec-20-2024-04-13-00-3082-PM.png)
6. Enter the **Utility Information** details in the appropriate fields and scroll down on the page.
   
   ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-20-2024-04-25-57-0797-PM.png?width=688&height=561&name=image-png-Dec-20-2024-04-25-57-0797-PM.png)
7. Click **Submit** to save the customer.
   
   ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-20-2024-04-26-09-9194-PM.png?width=688&height=438&name=image-png-Dec-20-2024-04-26-09-9194-PM.png)
8. **Log into your JobNimbus account and search for the customer's name** to locate the new Contactthat was created as a result.

### **Sending a Proposal**

#### **In Solo**

1. Within your Solo account, navigate to a **Customer's profile.**
2. Hover over the menu on the left-hand side and choose **Solar.
   
   ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-20-2024-04-29-24-1839-PM.png?width=273&height=382&name=image-png-Dec-20-2024-04-29-24-1839-PM.png)**
3. Click the **Generate and Send** **Proposal** button.
   
   ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-20-2024-04-35-02-6286-PM.png?width=688&height=206&name=image-png-Dec-20-2024-04-35-02-6286-PM.png)

#### In JobNimbus

1. Within your JobNimbus account, navigate to the **Contact's record.**
2. Select the **Financials tab.**
3. Review the new **Estimate** that was created from the Solo proposal. 
     1. In the Estimate's activity, you will see that it was created by Solo.
        
        ![](https://support.jobnimbus.com/hs-fs/hubfs/Screen%20Shot%202022-10-17%20at%202-10-24%20PM-png-1.png?width=442&name=Screen%20Shot%202022-10-17%20at%202-10-24%20PM-png-1.png)![](https://support.jobnimbus.com/hs-fs/hubfs/Screen%20Shot%202022-10-17%20at%202-10-38%20PM-png-1.png?width=542&name=Screen%20Shot%202022-10-17%20at%202-10-38%20PM-png-1.png)

The line items that sync to an Estimate are **solar panels**, **power inverters**, and **batteries.**

**Additional Information:**

- This is a one-way integration*from* Solo *to* JobNimbus; no activity created in JobNimbus will sync to Solo.
- The webhook(s) must be successfully setup in Solo *before* customers and proposals can sync to JobNimbus.
- Please be aware that this integration will only work with JobNimbus Legacy financials, not with the New Sales Experience.

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