Connect your Greenbank trader account to OpenSolar to claim STCs

OpenSolar has partnered with Greenbank to make it easier to create STC jobs from OpenSolar into Greenbank, streamlining your workflow and reducing manual effort. 

STEP 1: Generate OpenSolar x Greenbank credentials on Bridge Select

1. Do not have a Greenbank account yet? Register Here.
2. If you already have a Greenbank account, please follow the steps below to enable the OpenSolar x Bridge Select integration on the Bridge Select platform 

STEP 2: Add OpenSolar x Greenbank credentials on OpenSolar

Note: Please ensure you have the Bridge Select username and secret key with you.

1. Go to OpenSolar > Control > Integrations & API keys
2. Enable Bridge Select
   
3. Add the username and secret key to the Bridge Select field
4. Save

STEP 3: Create STC claim jobs on Greenbank

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 Greenbank”. This will open a dialog with project and customer details. 
   
3. Select the “Owner Type” and Verify the details.
4. Once done, click “Submit”
5. Once submitted, the Greenbank Environmental integration card will be updated to show the date when the job was created along with the status. 
   
6. Please verify the job is created successfully in your Greenbank portal.

What data is sent to Greenbank?

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