OpenSolar

Last updated: November 25, 2025

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Overview

The OpenSolar integration connects your OpenSolar account to your Coperniq account to automatically sync project data. It reduces manual entry and connects pre-sale to post-sale.

How It Works

The integration uses webhooks from OpenSolar. When specific events occur in OpenSolar (e.g., a contract is completed), OpenSolar sends a notification. The integration then:

  1. Retrieves the relevant project data from OpenSolar

  2. Maps it to your project fields

  3. Creates or updates projects in your system

  4. Attaches proposals and contract documents as files

Bidirectional Integration

The integration works in both directions:

Coperniq → OpenSolar (Pre-Sale Flow)

  • Create an OpenSolar project directly from a request in your system

  • The integration automatically links the two systems

  • Pre-sale triggers are set up to track contract engagement

OpenSolar → Coperniq (Post-Sale Flow)

  • When a contract is completed or a project stage is changed in OpenSolar, a project is automatically created/updated in your system

  • All design, pricing, and customer data is synced

  • Documents are automatically attached

Creating OpenSolar Projects from Requests

How It Works:

  1. From a request in your system, select "Sales" >> "Proposal" >> "Create Project in OpenSolar"

  2. The integration automatically:

    1. Creates a new project in OpenSolar with customer and address information

    2. Links the OpenSolar project to your request

    3. Sets up pre-sale tracking triggers

Note: The request value must be a value greater than 0.

What Gets Sent to OpenSolar:

  • Customer information (name, email, phone)

  • Property address (full address with coordinates)

  • Project type (residential or commercial)

  • Request title and basic details

  • If a contact with the same email exists in OpenSolar, it links to that contact; otherwise, it creates a new contact

After Creation:

  • The OpenSolar project is linked to your request

  • Pre-sale triggers are automatically configured to track:

    • When contracts are viewed

    • When contracts are completed

  • As you work in OpenSolar (create designs, send proposals, etc.), your request is automatically updated with status changes and documents

What Data Gets Synced

You can find the detailed field mappings here.

Project Information:

  • Customer details (name, email, phone, address)

  • Project location (full address, coordinates)

  • Project stage (Presale, Lock Pricing, Sold, Installed, Others)

  • Assigned roles (project manager, salesperson, designer, installer, site inspector)

Design & System Details:

  • System size (kilowatts STC)

  • Module information (manufacturer, code, quantity)

  • Inverter information (manufacturer, code, quantity)

  • Battery information (manufacturer, code, quantity)

  • Other components

  • System adders and pricing breakdown

  • Module groups (azimuth, slope, layout)

  • Annual energy output (kWh)

  • Consumption offset percentage

Pricing & Financial Information:

  • System pricing (price including/excluding tax)

  • Gross price per watt

  • Contract price

  • Payment options (Cash, Loan, Lease, PPA)

  • Monthly payment information (for loans)

  • Lender name (for financing)

  • Net profit calculations

  • Discounts and adders

  • Cost breakdown (supplier shipping, racking, BOS, labor, commission, etc.)

Documents:

  • Proposals (PDFs automatically downloaded and attached when tagged as "Sales Proposal")

  • Contract documents (from DocuSign transactions)

  • Private files from OpenSolar projects

Additional Data:

  • Utility tariff information (current and proposed)

  • Usage data (annual consumption)

Triggers & Automation

Pre-Sale Triggers (updates existing projects/requests):

  • Contract Viewed: when a customer views the contract

  • Contract Accepted: when a contract is completed

Note: Pre-sale triggers are automatically set up when you create an OpenSolar project from a request.

Post-Sale Triggers (creates new projects):

  • Contract Status Changed: when a contract is viewed or completed (default: completed)

  • Project Stage Changed: when a project stage changes in OpenSolar (Presale, Lock Pricing, Sold, Installed, Others)

What You Can Control

1. Trigger Configuration

  • Choose which events create projects (e.g., only when contracts are completed)

  • Set up pre-sale triggers to track contract engagement

  • Configure stage-based triggers for specific workflow stages

2. Workflow Automation

  • Assign a workflow template to automatically start workflows for new projects

  • Projects can enter your standard process immediately

3. Data Field Mapping

  • Map OpenSolar fields to your custom project fields

  • Control which data populates which fields

4. Duplicate Handling

  • Choose what happens if a matching project already exists:

    • Skip: don't create a duplicate

    • Update: update the existing project with new data

    • Create: always create a new project

5. Project Matching

  • Configure how the system identifies existing projects (e.g., by email, project ID, or address)

  • Set primary and fallback matching fields

6. Integration Logs

  • View all sync activity and troubleshoot issues

  • See what data was received and how it was processed

Typical Workflows

Scenario 1: Post-Sale Project Creation

  1. Customer completes a contract or project stage changes in OpenSolar

  2. Integration automatically creates a project in your system

  3. Project includes all design, pricing, and customer information

  4. Contract documents and proposals are attached

  5. Project enters your assigned workflow

Scenario 2: Pre-Sale Tracking (Request → OpenSolar)

  1. You create a request in your system

  2. You select "Create Project in OpenSolar" from the request

  3. A project is created in OpenSolar with customer and address information

  4. The two systems are linked

  5. As you create designs and send proposals in OpenSolar, your request is automatically updated with:

    1. Contract status (viewed, completed)

    2. Proposal PDFs (when tagged as "Sales Proposal")

    3. Design details and pricing

    4. Contract documents when completed

Benefits

  • Eliminates manual data entry

  • Ensures data accuracy

  • Keeps projects synchronized automatically

  • Captures documents automatically

  • Supports your existing workflows

  • Provides visibility into sync activity

  • Enables seamless handoff from requests to proposals

  • Tracks customer engagement with contracts in real time

  • Handles contact matching (reuses existing OpenSolar contacts when possible)

Setup Requirements

  • OpenSolar username and password

  • MFA token (if multi-factor authentication is enabled)

  • Access to configure the integration in your platform

This integration streamlines the flow between OpenSolar and your platform, reducing manual work and keeping your team focused on customer relationships rather than data entry. Whether you're starting from a request in your system or receiving completed contracts from OpenSolar, the integration keeps everything in sync automatically.