Connect SoCap

SoCap is the sales side: proposals, contracts, presentations. SunrAI takes over the moment the customer signs.

What this integration does

When a contract closes in SoCap:

1. SunrAI creates a new project in your team
2. Customer, address, system size, financing fields, install timeline are populated
3. Status lands as "Pending" until data-completeness runs

Pull from SoCap runs every hour. There's no SoCap pull API for writes back from SunrAI yet — the integration is one-way for now.

Steps

1. 1

   Open Integrations → SoCap

   Sidebar → Settings → Integrations → SoCap.

2. 2

   Click Connect

   Enter your SoCap account API key. Find it in your SoCap account under Settings → API keys. Keys are scoped to the issuing team.

3. 3

   Pick which SoCap projects to mirror

   By default, only projects with a signed contract are mirrored. You can opt to also mirror sent-but-unsigned for visibility.

4. 4

   Wait for the first sync

   Initial backfill can take 5–30 minutes depending on history size. After that, incremental sync runs hourly.

What flows where

Field	SoCap → SunrAI	SunrAI → SoCap
Customer info	✓
Address	✓
System design	✓
Financing	✓
Install status	(planned)
PTO date