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 article.

Creating a Customer

Within your Solo account:

  1. Click on the New Customer button at the top of your page
  2. Enter the customer's details in the "Customer Information" fields
  3. Include a valid address in the "Location" fields
  4. Click Next to move forward

  5. Confirm the location and then click Next

  6. Enter the Utility Information details in the appropriate fields and scroll down on the page

  7. Click Submit to save the customer

Log into your JobNimbus account and search for the customer's name to locate the new Contact that was created as a result.

Sending a Proposal

Within your Solo account:

  1. Navigate to a Customer's profile
  2. Hover over the menu on the left-hand side and choose Solar

  3. Click the "Generate and Send Proposal" button

Within your JobNimbus account:

  1. 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

The line items that sync to an Estimate are solar panelspower 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/proposals can sync to JobNimbus.