How To Integrate Aurora

Aurora is a powerful solar design tool that uses cutting-edge technology to quickly and precisely position panels on a roof layout, taking into consideration system size, production estimates, savings, and offset calculations. Aurora ensures an optimal solar design that is both accurate and efficient. 

Follow the steps below to integrate the Aurora solar design tool with SubcontractorHub.

Step 1: Click the “Integrations” tab on the left-hand side.

Step 2: Click on “Design Tool” on the left side.

Step 3: Click “Connect” on the Aurora Solar card.

Step 4: Input the Base URL, Tenant ID, Bearer Token and Host URL. Then click “Verify and connect”.

Step 5: After successfully integrating Aurora, the integration card will look like this. The integration can be disconnected and reconnected from here with the corresponding buttons.

Mapping A User

After connecting with Aurora, the Aurora user must be mapped for the design tool to work.

Step 6: Locate and click on the “Aurora Users” tab on the left-hand side.

Step 7: Click “Sync All”.

Step 8: Locate your Aurora user and click the “Map” button.

Step 9: Select the correct SubcontractorHub user, then click “Update”. Once mapped, the Aurora designer will be able to receive design requests.

Create An Aurora Proposal With Consumption Details

Follow the steps below to enable the creation of an Aurora proposal with consumption data. 

Step 1: Click on your profile and select “Settings”.

Step 2: Go to the “Aurora Settings” section. Click the edit icon in the top right corner.

Step 3: Toggle “Accept Consumption in Aurora Project” on.

Step 4: Click “Update”.

Step 5: Once enabled, you can fill out the consumption data in this chart located in the customer’s proposal.

Aurora Request Design Notify To Users With Specific Roles Setting

Follow the steps below to enable the setting for notifying a specific role when an Aurora design is requested.

Step 1: Click on your profile and go to your organization settings.

Step 2: Locate the “Aurora Settings” section and click the edit icon in the top right.

Step 3: Go to the “Aurora Request Design Notify To Users With Specific Roles” setting and select a role from the drop-down menu. Then click “Update”. Once a design is requested, this role will be notified.

Assign Aurora Default Designer To Offices

A new option in settings suggests the Parent Default Designer in an Office. This option allows users to select the Parent Default Designer in an Office for designing in Aurora.

Step 1: Go to your organization settings.

Step 2: Go to the “Aurora Settings” section and click the edit icon on the right.

Step 3: Toggle “Suggest Parent Default Designer In Office” on, then click “Update”.

How To Enable Aurora Auto Design

Follow the steps below to enable the Aurora auto design feature.

Step 1: From the main menu, click “Database”.

Step 2: Go to the “Aurora Webhooks” tab in the “Additional” section of the database. Click “+ Add” to set up the webhook for auto design.

Step 3: Select the webhook event from the dropdown, input the URL template, add additional information if necessary, and then click “Save”.

Step 4: From your organization’s profile dropdown, select “Settings”.

Step 5: Go to the “Aurora Settings” section and click the edit icon in the right-hand corner.

Step 6: Toggle “Aurora Auto Design” on, then click “Update”.

Step 7: Once a design is requested from the proposal, the designer will receive an email notification. Once the design is complete, the sales rep will receive an email notification, and can then find the Aurora design in the proposal without needing to enter Aurora themselves.

Sales To EPC Aurora Designer Connection

Connected sales and EPC organizations can choose to assign either sales or EPC Aurora designers to proposals as proposal owners. Both organizations must set up their Aurora settings to reflect this choice. If the EPC organization chooses to handle Aurora designs, they must have Aurora integrated in their EPC organization account and have their own Aurora account credentials separate from the sales designer credentials. By default, the “Designers In Sales Org From EPC” setting will be turned on, meaning that by default, EPC designers will show up as options for the proposal owner field. 

Follow the steps below to adjust this setting.

Step 1: From the home page, click on your profile and select “Settings”.

Step 2: Locate “Aurora Settings” and click the edit icon in the right-hand corner.

Step 3: By default, the “Designers In Sales Org From EPC”  toggle will be turned on. To enable sales Aurora designer selection, toggle the setting off and click “Update”. Please remember to update settings in both the sales and EPC organization to ensure this feature works as intended.

Step 4: When creating a proposal, select a proposal owner from the “Choose Owner”  dropdown. In the example below, the “Designers In Sales Org From EPC”  setting is enabled, allowing only selection of EPC Aurora designers.

Step 5: If an EPC designer is selected as the project owner, the EPC designer will receive a notification for the design via email. From the email, click the link to start designing.

Step 6: If a Sales designer is selected as the project owner, the Sales designer will receive a notification for the design via email. From the email, click the link to start designing.

Step 7: Alternatively, the sales designer can click “Design in Aurora” from the proposal.

Step 8: Log in with Aurora credentials and complete the solar installation design. EPC designers must have a separate Aurora account from Sales designers.

Step 9: Once the design is complete, the sales organization will click “Sync from Aurora” to add the design to the proposal.