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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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To learn how the Data Sync impacts Design Desk, click here.
How do I get started?
To get started, head over to Organization Settings and open the Partnerships tab.
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For the purpose of this article, we will refer to Data Sync settings that do not allow a downstream organization to edit synced settings as strict relationships, while we’ll refer to the other as flexible relationships. Depending on which of the 3 flags are turned on, the data sync wo
What kind of Settings can I sync?
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Project Phase Settings: Equipment Settings, Adders, Default Costs, and Estimated Installation Dates
Usage Phase Settings: Persona Inventory and Utility Rate Escalation
Organization Settings: Organization Logo and Licences Licenses (note that this is only applicable to new organization invites).
Proposal Settings: Expiration Dates, Comparable Values, and Proposal Email
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Integrations and Integration Settings,
Feature Settings,
Financing Product Settings,
Operations Workflows,
Qualifications,
User Settings/Notifications.
To put simply, turning on the Data sync feature will not affect these Settings in any way for both the channel managers and their channel partners.
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Here’s how a non-exclusive data sync setting would look like on SightenEverBright:
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Exclusive (Flexible) Data Sync
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Here’s how an exclusive and flexible data sync setting would look like on SightenEverBright:
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Exclusive (Strict) Data Sync
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Here’s how an exclusive and strict data sync setting would look like on SightenEverBright:
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New Organization Invited
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 |
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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