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We know that you may have a lot of questions. In this article, we’ll talk about where this feature can be found, how it can be used, and show screenshots to help you visualize how it would work for particular scenarios.
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How do I get started?
To get started, head over to Organization Settings and open the Partnerships tab.
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For all newly invited organizations, if the Data Sync is turned on (regardless of Exclusivity), all values that can be synced as specified above will match for the new channel partner and the channel manager.
New Partnership with an existing organization
If Allow Downstream to Edit Synced Settings is turned off, all settings will match.
If Allow Downstream to Edit Synced Settings is turned on, all settings will be untouched for default values, while multiple values data will be merged ((equipment, persona inventory, utility rate escalation values, and adders).
Summary
Non-exclusive Data Sync | Exclusive (Flexible) Data Sync | Exclusive (Strict) Data Sync | |
Multiple Values Data (equipment, persona inventory, utility rate escalation values, and adders) | Merge | Merge | Match |
Single Value Defaults Data (proposal expiration dates, default equipment (solar module, inverter, battery, energy efficiency) cost, and Project cost) | N/A | N/A | Match |
New Downstream Organization Invited | Match | Match | Match |
New Partnership with an existing organization | Merge | Merge | Match |
Legend:
Merge - Downstream organization can add their own (utility escalation rate, equipment), but if the channel manager adds equipment/s or adders rates, these will be added to the downstream organization’s existing equipment.
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