Map the tools you use. Define every handoff.
A Solar1 workflow assessment reviews accounting, design, contracts, payments, workspace, and automation requirements without assuming a connector is already available.
Connector availability is confirmed during early-access walkthroughs.
An integration starts with ownership. Then data movement.
Before choosing a connector or import path, define which system owns each record, when information moves, who approves it, and how exceptions are reconciled.
For each data type, establish which system is authoritative and what Solar1 needs to reference or receive.
Document direction, timing, permissions, approval points, and the person responsible when a transfer fails.
Connector, import, export, or manual review paths are confirmed during assessment before a team relies on them.
Start with the systems that already shape the job
Bring the accounting, design, contract, payment, workspace, and automation systems your team relies on. The assessment maps the records and questions for each area.
See the platform recordTreat integration as a reviewed handoff, not background magic
A milestone invoice should connect to job cost and project status before it leaves Solar1. The handoff can be automated where ready, but it should remain visible and auditable.
See pricingIntegration areas, grouped by records and decisions
These categories structure the assessment. They are not a directory of generally available connectors.
Integration lifecycle
Carry each integration question into the right rollout phase.
Assessment, configuration, validation, and operation each answer a different part of the integration problem.
| Capability | Assess | Configure | Validate | Operate |
|---|---|---|---|---|
| System of record and data ownership | Included | Partial | Not available | Partial |
| Direction, timing, and permissions | Included | Included | Partial | Partial |
| Representative data and edge cases | Partial | Partial | Included | Partial |
| Failure handling and reconciliation | Included | Partial | Included | Included |
| Monitoring and operating owner | Partial | Partial | Partial | Included |
Included means the topic is a primary focus in that phase. Partial means it may be revisited as the integration develops.
Common questions
Integrations — answered directly.
Are all integrations generally available today?
Solar1 is in early access. Integration availability is confirmed during the walkthrough, based on the tools your team uses and the workflow you need connected.
Can Solar1 work with our accounting or design systems?
Accounting and solar design are assessment areas. Bring the systems you use today, the records that must move, and the handoff you need. The available connector or staged import path is then confirmed before implementation.
What if a connector is not ready yet?
We will say that directly. The early-access path can still include CSV import, a manual handoff, or a lightweight automation while the deeper connector is planned.
Bring your current stack to the walkthrough.
Tell us which tools run sales, design, accounting, documents, and payments today. We will map what Solar1 can connect now and what needs a staged handoff.