Once your project reaches a specific stage of its pipeline or all required inputs have been completed in your solar design tool an invoice will automatically get created in your Xero account.
When your customer has paid their invoice, Xero will synchronise with your solar platform and add a payment record to the Project.
The invoice line items reflect your inputs from OpenSolar, including system components, incentives (STCs/LGCs, state rebates/loans), and any discounts/surcharges (if supported by the platform).
Xero, a highly popular accounting tool used globally, is feature rich and applicable to a business of any size. With an easy to use intuitive design and smart functionality you can generate invoices in a matter of minutes.
Link your Xero account with your preferred solar design tool on our extensively developed Snapflow platform. Use our off the shelf basic integrations solution where you can seamlessly link Xero to HubSpot, OpenSolar, Solarplus or Pylon. Alternatively if you require a more tailored Xero integration to fit into your existing workflow or automation process, our team of skilled professionals is well equipped to handle the simplest of requests to the most complex.
It reduces the amount of manual data entry required across multiple platforms, optimising your operations by automating processes across multiple platforms and removing any human error that might arise from manual data entry. There is also robust validation built into the integration that will notify you of any potential mistakes!
This integration removes the requirement for data entry across two or more platforms depending on the extent of the integration. Simply put the time and effort put into generating a solar design & quote in the solar platform of your choosing, won’t require any additional time & resources to input those same details into another system.
The two or more platforms will synchronise, therefore removing the time required to manually input the same information into the linked platforms. This will free up your administrator/account manager to focus on other tasks, rather than manual data entry.
The monthly subscription fee covers several costs incurred as a result of the integration. These costs include the Snapflow running costs, on-going maintenance, support related costs and any refactor costs which arise from when either platforms updates their API (Application Programming Interface) structure or the linked platform makes changes to their API structure.
Our integration process involves an initial consultation to understand your needs, followed by a tailored implementation plan. We then configure and test the integration to ensure it meets your requirements.
Integrations with other platforms can vastly streamline your operations, improve data accuracy, reduce manual data entry, enhance reporting capabilities, and provide a seamless workflow across different tools.
We prioritize security in all our integrations. We use industry-standard encryption and secure APIs to ensure that your data is protected throughout the integration process. We have also hired independent security audit companies to check for vulnerabilities and ensure best practice is utilized.
Ongoing support and maintenance services to ensure that the integration continues to function smoothly. This includes troubleshooting, updates, and any necessary adjustments as platforms regularly make changes in new version releases. This results in changes made to the API (Application Programming Interface) structure, which we utilise to build the integrations.
Our goal is to enhance, not hinder, your existing systems. We carefully design integrations to ensure optimal performance and minimal impact on your current operations. We have gone as far to build our own inhouse integration platform rather than rely on third-party integration tools.
Phone 1300 655 722
Email info@snapfrozen.com.au
For solar installers around the world, OpenSolar is the heart of the sales process. It’s the platform where stunning designs and compelling proposals come to life. We’ve long admired its …
read more
Snapfrozen specialises in web application development and cloud infrastructure.
At Snapfrozen, we're a professional team of web developers and technical problem solvers.
We're proudly based in Coffs Harbour, New South Wales, servicing clients world wide.
We’ve been making the web work for business since 2001.
