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Rafael Gonzalez

Rafael Gonzalez

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Comment: Reverted from v. 21
Organizations that fallall undernder eitheeither of th of the following following critriterria will ba will be grgrantedted API aaccess and shoand should bld be givengiven thehe cannanned InInitial Response:
Organizations that ial Response:

Thankank youyou for reachr reaching ouout! W! We havhave passassed th this os on to to our sales team aur sales team andd theyy wwill folll follow upow up shortly. Currhortly. Currently, we tly, we are suppe supporting APrting APHi,I inintegrationgration rrequests fs for approved EverBrapproved EverBrightght ppartrtners.

We apoloapologizeize forfor anyy inconvenience.

BestTHi,ers. Regards,

Weinconvenience.

Bestegs,

  • Any clieclientt that at is approvapproved d too seell Ev EverBrightBright FinancingFinancing ProducroductssAn
  • Organizanizationss on this on this sheetet, sinnce te they ey are alrready working widy working with us on an API Integn API Integration
  • Or, onation

Afterr the initinitiaal rreply,ply, re-a-assign thgn the ticket tticket to John John KilKilfoiil

Aft

We no longerer grangrant API API acaccess for any anysh organganizzatiotionss thatthat arare nonot approv approvedd EverBEverBriightht partnerpartners.. IIn this cascase, pl, pleaase::We no

...

  • in
    • ex
    example Slack xample Slack post: "Hi team, Madt: "e Up SUp Solarar Company LLCCompany LLC iis r requestiquesting APIg API access buaccess but theyy aare e notot apprapprovedved for EvEverBrrBrighht.. II have ememaililed DavDaviees asas discdiscussed"Madsed"Hi team, 
  • exampmple email: : "Hi Davies,Davies, Made Up SSolarar Compaompany LLCLLC is is requequesting API accaccess buss but ththey ary are nnott approved for for EverBright.. CCan you pl you pleaase rereach out to ch out to john@emaihn@email.c.comm ? Theyy aaree loclocatedted in CA""HiMade Uj ? ThCA"

...

  • Resolution: D: Declinclined
  • Platfformrm AArea: Accou: Accountt ManagemenManagement
  • Resolusolution Typon Type:: AccounAccount ManagemeManagement
  • Pla
  • Rt

...

If you receive an API Access Request you must proceed with the following steps depending on the applicable scenario:  

If the Requestor is an Org Admin and THEY ARE already on this sheet  Installer - API Integration Tracker.xlsx :



If the Org is NOT on this Sheet  Installer - API Integration Tracker.xlsx :


  • It means that this is a new integration & CS should hold a kick-off so the following canned response should be sent to the Org

Hi,

Thank you for reaching out! We have passed this on to our 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


  • Once the canned response has been sent you will need to re-assign the ticket to John Kilfoil