The following steps are required to set up the Aurora integration through the SalesRabbit Marketplace.
Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. In configuring this integration, administrative access is required to access API keys and other credentials/settings both in SalesRabbit and Aurora.
Note: You must be on a paid plan with Aurora that includes their API access. If you have questions about your plan with Aurora, please contact them directly.
Part 1: Create Aurora Project ID Custom Field
1. Go to SalesRabbit and login. On the left hand side, click "Settings".
2. Next, click on "Custom Fields".
3. Create an API field called "Aurora Project ID" Make sure the text matches the screenshot below.
4. Click "Publish".
Part 2 - Form Setup
1. Create a Form & Add Form Fields
For more general information on building forms please see the following article here.
| Field Name | Field Key | Field Type | Required/Optional | Description |
| Section Labeled: Client Info | ||||
| Business Name | businessName | Lead | Optional | Business Name |
| First Name | firstName | Lead | Required | First Name |
| Last Name | lastName | Lead | Required | Last Name |
| Phone | phonePrimary | Lead | Optional | Phone |
| Street Address | street1 | Lead | Required | First Line of Lead Address |
|
Apt/Suite |
street2 | Lead | Optional | Second Line of Lead Address |
|
City |
city | Lead | Required | City of Lead Address |
|
State |
state | Lead | Required | State of Lead Address |
|
Postal Code |
postalCode | Lead | Required | PostalCode/Zip of Lead Address |
| Section Labeled: Proposal Info | ||||
|
Project Type |
projectType | Form - Dropdown (Single) | Required |
Values: - Commercial |
|
Update Consumption? |
updateConsumption | Form - Dropdown (Single) | Required |
Values: - No |
|
Consumption Type |
consumptionType | Form - Dropdown (Single) | optional |
Values: - Monthly Energy (kWh) |
| Aurora Project ID | auroraProjectID | Lead | Required | ID of project added to Aurora |
| Section Labeled: Usage by Month | ||||
|
January |
january | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
|
February |
february | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
|
March |
march | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
|
April |
april | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
|
May |
may | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
|
June |
june | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
|
July |
july | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
|
August |
august | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
|
September |
september | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
|
October |
october | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
|
November |
november | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
|
December |
december | Form (Number) | optional |
Monthly consumptions. Values can be omitted but fields should be present |
2. Name your form - Form naming conventions do not need to be followed exactly, but it will help in finding the form during the configuration steps.
3. Turn on Custom Form Responses
4. Click on the “Publish” button and confirm
Part 3 - Integration Configuration
1. Navigate to the Marketplace under "Integrations" in the left hand side menu. (Must have admin access). Select the Aurora card.
2. Navigate to the "Configuration" tab and click "Enable"
3. Select the Form that was created in Part 1 and click "Next"
4. Add your Aurora Tenant ID and Standard Bearer Token
-
- To find these log into your Aurora account as an administration, click settings, then API Settings. Both should be found on this page
5. Select your request time for design delivery.
-
- There are two options 30 minutes (Expedited) and 180 (Standard).
6. (Optional) Setup Webhooks.
-
- You can setup a design_request_accepted webhook by pasting the URL from the top field into the "URL" field. Next select the Status you would like the lead in Sales Rabbit changed to.
7. (Optional) Setup Connectors.
You have the option to set up a connector in SalesRabbit which will allow you to display your customer project directly in SalesRabbit. To do this simply copy the URL below and add a "Web Connect" connector in settings. Additionally, make "Connected to Lead?" required. (See image)
https://v2.aurorasolar.com/projects/{lead.customFields.auroraProjectID}/overview/dashboard
