This video shows you how to connect your Payaca account with EasyPV's solar design software and sync your project files.
This guide will help you understand how to connect your Payaca account with EasyPV, a popular solar design software. This integration allows you to link projects and sync design files, saving you time and streamlining your workflow.
Here, you can learn the steps to establish the connection and how to sync files from EasyPV to your Payaca projects.
Establishing the Connection
To connect Payaca and EasyPV, you'll need to generate an API key in EasyPV and add it to Payaca.
Step 1: Generate an API Key in EasyPV
Log into your EasyPV account.
In the bottom left corner, navigate to Pro Account Settings.
You will see a number of tabs. Click on the CRM Connections tab.
Click the "Generate Key" button.
EasyPV will generate an API key. Copy this key immediately and save it securely. We recommend using a secure password management solution.
Important Note: If you navigate away and need this key again later without having saved it, you will likely need to generate a new key in EasyPV.
Step 2: Connect in Payaca
In your Payaca account, click on your logo/profile icon in the top right corner.
Go to Connections.
Scroll down the list of available connections until you find EasyPV.
If you are not already connected, you will see a "Connect" button. Click it. (If it says "Connected", you have already established the link).
A dialog box will appear asking for the API key. Paste the API key you copied from EasyPV into this box.
Click Confirm (or the equivalent button).
You are now connected to EasyPV.
Linking Projects and Syncing Files
Once connected, you can link specific Payaca projects to EasyPV projects and sync files.
Step 1: Link a Payaca Project to EasyPV
In Payaca, navigate to the Projects section and open the specific project you want to link (e.g., a project in your solar pipeline).
Within the project, go to the Integrations tab.
You will see an option for "Project Integrations". Click on "Create Linked Project".
From the dropdown list, select EasyPV.
Click "Create".
Important Note: The Project Owner in Payaca needs to exist as a user in EasyPV.
This action creates a corresponding linked project in EasyPV. If you go to your projects list in EasyPV and refresh, you should see the new project, populated with customer details from Payaca, and the Payaca project ID for mapping.
Step 2: Work on Your Design in EasyPV
Open the linked project in EasyPV and complete your solar design work, fill out any necessary forms (e.g., design documents), etc. Any forms you complete within the EasyPV project can potentially be pulled into Payaca.
Step 3: Sync Files from EasyPV to Payaca
Once you have completed your work and forms in the EasyPV project, go back to the Integrations tab within your linked Payaca project.
Click the "Sync" button associated with the EasyPV integration.
Payaca will display a message like "File sync has started and will notify you when it's complete."
After a short while, any fully completed forms or design documents from the linked EasyPV project will appear in Payaca.
You can find these synced files in the Files tab of your Payaca project.
Note: While you can sync DNO application forms, Payaca has a direct DNO application feature which might be more suitable for that specific task. This sync is typically more useful for your design documents and other EasyPV-generated forms.