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Create new solar client

This guide explains the minimum required flow to onboard a customer in Clevergy under the Plan Pro.

Steps to create a client with a solar installation​

  1. Create a client: start by creating a client with an electricity contract.
  2. Create a solar integration:
    • If the inverter uses user credentials, the customer must complete the integration from the app.
    • If the inverter uses installer credentials, set it up from the portal settings by providing the required details for each inverter.

If you use installer credentials, once the integration is created and after the required waiting time for each inverter, you will retrieve all installation data. To make it visible to the client in the app, you need to link it to the house. This can be done either through the portal or via Connect Api:

  1. Retrieve installation data: use the name or plantCode to search for installation metadata, including the installationId, which will be needed to link it to the house.
  2. Obtain the houseId: use the userId to retrieve the client's houses, then select the houseId where you want to link the installation.
  3. Link the solar installation to the house: finally, connect the solar installation using installationId to the houseId to enable your client monitoring of all inverter data, including energy production, consumption, real-time power, and solar savings.

Endpoints needed​

getInstallations

getUserSupplies

connectInstallation