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This template (below) should be used when responding to a request for API access for organizations who are not listed on this sheet. Organizations on the sheet are already working with Tim/Ryan on an API integration and we should make sure to give a "normal" initial reply and then re-assign to Ryan. 

For any organizations that are not on the sheet, please reassign to Ryan Izuno, but we can send out an initial response to help ensure the customer knows what is entailed in having API access and setting up a custom integration.

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Organizations that fall under either of the following criteria will be granted API access and should be given the canned Initial Response. After the initial reply, re-assign the ticket to John Kilfoil:
  1. Any client that is approved to sell EverBright Financing Products
  2. Organizations on this sheet, since they are already working with us on an API Integration


We no longer grant API access for any organizations that are not approved EverBright partners, please:

  • notify Mercedes Davis in the #everbright-sales Slack channel. Be sure to provide Contact Info and State that the client is located in
    • example: "Hi @ Mercedes Davis, Made Up Solar Company LLC is requesting API access but they are not approved for EverBright. Can you please reach out to john@email.com ? They are located in CA"
  • In the ticket, send the response below and then close as follows:
    • Resolution: Declined
    • Platform Area: Account Management
    • Resolution Type: Account Management

Hi,

Thank you for reaching out! We have passed this on to our API integration expert and he will be reaching out shortly.

In the meantime, we wanted to share more information with you regarding API access.  Here is a link to more information.  Additionally, to hasten the process, can you please respond to the following questions:

  • Are you aware of the additional $200 per month charge for API access and still want to proceed?  (note, only include this if the customer is NOT an approved EB partner)
  • Do you have an internal development team or external development resources to complete the integration?
  • What services or portals are you looking to integrate with EverBright?
  • Do you plan to send information to the EverBright portal via the API?
  • Do you plan to pull information from a job to store in another portal?

Thanks in advance for your reply and have a great day!

sales team and they will follow up shortly. Currently we are supporting API integration requests for approved EverBright partners.

We apologize for any inconvenience

Best Regards,