Claim STC's through Bridge Select Integration

Bridge Select integration allows OpenSolar users to be able to claim STC by quickly creating a job from their OpenSolar project for the respective trader account.

Interactive walkthrough
Prefer to see the process in action? Follow the interactive demo below for a guided walkthrough of the steps in this article, or continue with the written instructions below.

Step 1: Enable OpenSolar x Bridge Select integration on Bridge Select platform 

Configure the OpenSolar API to enable a seamless connection with BridgeSelect. This integration allows jobs to be created directly from OpenSolar into BridgeSelect, streamlining your workflow and reducing manual effort. 

1. Log in to your Bridge Select account. Navigate to Settings and choose API & Integrations from the sidebar. 
   
   
    
2. In the OpenSolar section, click on Configure. You will be redirected to the OpenSolar settings page. 
   
   
    

3. On the OpenSolar settings page, click the Create Config button. This action will enable the OpenSolar API and generate its configuration. 
   

   Note: If the Bridge Select Connector API is not already enabled, enabling the OpenSolar API will automatically enable it. 

4. Once the configuration is created, the OpenSolar API will be marked as enabled and the configuration details will be displayed. 
   
   
5. To complete the connection between OpenSolar and Bridge Select. Copy the username and key from the configuration (as in the example screenshot above) and paste them into your OpenSolar account.
6. For platform support, please contact your Bridge Select representative. 

Step 2: Enable OpenSolar x Bridge Select integration on Bridge Select platform 

1. Go to OpenSolar > Control > Integrations & API keys 

2. Enable Bridge Select

   

3. Add the API username and API key to the Bridge Select fields 
4. Enable Integration

Step 3: Create STC claim jobs on Bridge Select 

Note: The project must be marked as sold in order to submit an STC claim.

1. Go to Project > Manage > Integration

   

2. Click “Create Job on Bridge Select”. This will open a dialog with project and customer details. 

   

3. Select the “Owner Type” value from the dropdown,
4. Select the address from the address search dropdown
5. Verify the details

6. Once done, click “Submit”

   

7. Once submitted, the Bridge Select integration card will be updated to show the date when the job was created along with the status and other relevant details. 

   

What data is sent to Bridge Select?

As a part of this integration, when a pro creates a job through OpenSolar, OpenSolar includes these data points: 

• Customer email
• Customer phone
• Customer First Name
• Customer Last Name
• Project Address
• Project Type
• System Details
  • System Size
  • System Output
  • Component Codes
  • Component Quantity
  • STC count