integration_instructions
Proposal Mapping

SolarGraf Import

The SolarGraf Import integration eliminates double-entry between your proposal tool and CRM. Energy bill data, utility offset calculations, and proposal documents flow directly from SolarGraf into the corresponding Spark CRM project record. Automatic field mapping ensures system specifications, financial projections, and customer details land in the right places—creating a seamless handoff from design to sales without manual transcription.

Solargraf Satellite Modeling IntegrationLive

Satellite Modeling

Google Solar Map SDK

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Optimal Panel Placement

28 Panels

Annual Utility Offset

106.4%

0Manual Transcription
emoji_objectsKey Business Impact

How this drives value for your solar operations

Remove the transcription tax from your sales process. Automated SolarGraf imports mean your reps spend time selling instead of copying numbers between systems, while eliminating the data entry errors that lead to misquoted proposals and customer trust issues.

Key Capabilities

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One-click energy bill data import from SolarGraf proposals

Included as a core part of the Spark SolarGraf Import module.

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Automatic field mapping to CRM project records

Included as a core part of the Spark SolarGraf Import module.

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Utility offset calculations synced to savings projections

Included as a core part of the Spark SolarGraf Import module.

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Proposal PDF auto-attached to project document manager

Included as a core part of the Spark SolarGraf Import module.

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Customer contact details synced to prevent duplicate entry

Included as a core part of the Spark SolarGraf Import module.

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Configurable mapping rules for custom CRM fields

Included as a core part of the Spark SolarGraf Import module.

Operational Flow

How It Works

Phase 01Active Stream

Account Connection

Link your SolarGraf account via API key in the Spark CRM integrations settings panel.

tuneTechnical Specs

Import MethodAPI pull with webhook triggers
Field MappingVisual drag-and-drop configurator
Duplicate DetectionAddress + contact smart matching
Document HandlingAuto-attach PDF to project record

help_centerFrequently Asked Questions

Yes, the integration supports batch import of historical proposals. Run an initial backfill to sync past projects, then switch to real-time sync for new proposals going forward.
The smart merge system detects duplicate projects using address and contact matching, then presents a side-by-side comparison for you to approve the merge or create a separate record.
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Ready to Get Started?

See how SolarGraf Import can transform your solar business today.