Revision date: 28-Feb-2014

API URL & Resources

The URL for all APIs is: https://vault.energyperiscope.com/api/index.php/

API "Resources":

  • GetJobList
  • GetJob
  • GetLeadList
  • GetLead
  • PostLead
  • GetWidgetUsers

For example: If you want to get a list of all Jobs for your account you would use the Resource "GetJobList" and its associated parameters: https://vault.energyperiscope.com/api/index.php/GetJobList/?parameter_variables

Authentication

API Key Sets (ID & Key) are generated from within the software User's Administrator account ("My Account" >> API tab). When calling an API Resource a valid API ID and API Key must be submitted together with other parameter variables, as applicable:

Request Get Variable Parameter Formats:

  • "dates and times stamps" (if provided; not blank) must be in the format "YYYY-MM-DD HH:mm:ss" where "HH" is the hour in 00-24 hour format. Example: 1:14 PM and 7 seconds on January 19, 2016 would be in the format 2016-01-19 13:14:07
  • Our servers reside in the United States in the Pacific Time Zone. All date and time stamps should be in reference to this time zone. For example, if you are in the Eastern time zone, the time stamps stored on our server will be 3 hours prior to the Eastern Time stamp.
  • "UserEmail" (if provided) must be a valid email address assigned to the account.
  • "externalid" (if provided) must not contain any of the following characters: ' + ? ; &

Response (XML)

The API will respond in XML format:

If the Request was successful:

If "Successful" but the software had to auto-correct errors, the XML response will include each auto-corrected error returned as a message:

If the Request was not successful, the XML response will be as follows, with each error returned as a message:

If the API Request URI Resource contains a "Get____" the XML document will also include the data response fields (XML-tagged variables) as further defined herein. For example, detailed Job data for the Job requested.

 

Revision date: 05-Feb-2015: added Storage

GetJobList

Returns a List of Jobs for the entire Company or a specific User of the company account. Data request may also be refined by the dates ranges for when a Job was Created and/or Last Updated. The Job list is ordered by Date Created.

API Request Parameter Variables
Get Variable Name Value
The following parameter variables may be submitted to the API URL after the Resource "GetJobList". Required variables are red.
apiID API ID
apiKey Key assigned to the API ID
You may specify a User Login Email (associated with an Account Login). If specified only Jobs assigned to that User will be pulled. If blank all Jobs from the Company account will be pulled.
UserEmail email address for a specific account User login (used to find Jobs, if provided)

You may specify Dates for when a Job was Created and/or last Updated:

  • If a start date and end date are specified, then search within that range.
  • If only a start date was specified, then search after that date.
  • If only the end date is specified, then search before that date.
  • If a Created_ dates and Updated_ dates are both specified the results will match both search terms. For example, if Created_From: 2014-01-01, Created_To: 2015-01-01, Updated_From: 2014-01-01, Updated_To: 2105-01-01, then only Jobs that were both created and updated in 2014 will be pulled.
Created_From YYYY-MM-DD HH:mm:ss
Created_To YYYY-MM-DD hh:mm:ss
Updated_From YYYY-MM-DD HH:mm:ss
Updated_To YYYY-MM-DD hh:mm:ss

XMl Document: API Response

XML Document: API Response
XML Name Space Value
status Successful or Unsuccessful
messages and/or errors API messages: each with a name space tag <message>
UserEmail email address for a specific account User login (used to find Jobs, if provided)
Created_From Date Jobs created from (used to find Jobs, if provided)
Created_To Date Jobs created to (used to find Jobs, if provided)
Updated_From Date Jobs updated from (used to find Jobs, if provided)
Updated_To Date Jobs updated to (used to find Jobs, if provided)
total_jobs Number of Jobs found
job Data for this Job: Parent name space tag >> Children:
jobid Job ID
externalid Job External ID
jref Job Reference Name
date_jcreated Date Job Created: YYYY-MM-DD HH:mm:ss
date_jupdated Date Job Last Updated: YYYY-MM-DD hh:mm:ss
assignedto Account UserName (email) Job assigned to
job_role Contractor, Subcontractor or Consultant
sale_status Active, Sold, Cold
sale_probability Probability of Sale (0-100%)
date_jclosed Date marked Sold or Cold
jarchived 1 if Job Archived, else 0
cfirstname Customer First name
clastname Customer Last name
ctitle Customer Title
ccompany Customer Company
caddress1 Customer Address
caddress2 Customer Address (2nd line)
ccity Customer City
cstate Customer State
czip Customer Zipcode
ccountry Customer Country
phone Customer Phone
phone2 Customer Phone (alternative)
phone3 Customer Phone (mobile)
cemail Customer Email
ctype Customer Type
jcompany Company (for Job)
jaddress1 Job Address
jaddress2 Job Address (2nd line)
jcity Job City
jstate Job State
jzip Job Zipcode
jcountry Job Country
dopv 1 if Solar Electric (PV) quoted, else 0
dosdhw 1 if Solar Water heating quoted, else 0
dorad 1 if Hydronic Floor heating quoted, else 0
dopool 1 if Solar Pool or Spa heating quoted, else 0
dowind 1 if Wind Turbine quoted, else 0
doeff_elec 1 if Electric Efficiency quoted, else 0
doeff_fuel 1 if Fuel Efficiency quoted, else 0
dostorage 1 if Energy Storage quoted, else 0
report_ok 1 if Report (Sales Proposal) complete, else 0
report_ok = 1, then Job Quote data is Provided, as follows:
loan_type Cash, Loan, Lease, PPA
total_quote Total Job Quote ($ gross cost)
pv_kw Total kW DC of PV quoted
pv_quote Solar Electric (PV) Quote ($ gross cost)
sdhw_sqft Total Sq-Feet of Water heating collectors quoted
sdhw_quote Total solar Water Heating Quote ($ gross cost)
rad_floor_quote Total solar hydronic floor heating Quote ($ gross cost)
pool_sqft Total Sq-Feet of Pool/Spa heating collectors quoted
pool_quote Total solar Pool/Spa heating Quote ($ gross cost)
wind_kw Total kW DC of Wind Turbines quoted
turbine_quote Total Wind Turbine Quote ($ gross cost)
storage_nameplate_kwh kWh storage quoted
storage_quote Total Storage Quote ($ gross cost)
eff_grosscost Total Efficiency measures Quote ($ gross cost)

 

Revision date: 18-May-2017: Added "heating_fuel_post" and "heating_units_post" to differentiate energy source for space heating after the project (post-project)

Revision date: 05-Feb-2015 - Added Energy Storage

GetJob

Returns data for a specified Job.

You may pull Job data by its jobid or by the externalid. "externalid" is a unique ID associated with the Job, as assigned by you (for example an ID that comes from your CRM system for this Job/customer record). The externalid must be unique (can not be assigned to more than one (1) Job. If you submit an jobid and an externalid the software will store the externalid to that jobid (associate it to the jobid in our database) for future reference.

API Request Parameter Variables
Get Variable Name Value
The following parameter variables may be submitted to the API URL after the Resource "GetJob". Required variables are red.
apiID API ID
jobid* Job ID
externalid* ExternalID
* - "jobid" or its associated "externalid" is required
XML Document: API Response
XML Name Space Value
status Successful or Unsuccessful
messages and/or errors API messages: each with a name space tag <message>
job Parent name space tag >> Children
job >> Children
jobid Job ID
externalid Job External ID
jref Job Reference Name
date_jcreated Date Job Created: YYYY-MM-DD HH:mm:ss
date_jupdated Date Job Last Updated: YYYY-MM-DD hh:mm:ss
assignedto Account UserName (email) Job assigned to
job_role Contractor, Subcontractor or Consultant
sale_status Active, Sold, Cold
sale_probability Probability of Sale (0-100%)
date_jclosed Date marked Sold or Cold
jarchived 1 if Job Archived, else 0
cfirstname Customer First name
clastname Customer Last name
ctitle Customer Title
ccompany Customer Company
caddress1 Customer Address
caddress2 Customer Address (2nd line)
ccity Customer City
cstate Customer State
czip Customer Zipcode
ccountry Customer Country
phone Customer Phone
phone2 Customer Phone (alternative)
phone3 Customer Phone (mobile)
cemail Customer Email
ctype Customer Type
jcompany Company (for Job)
jaddress1 Job Address
jaddress2 Job Address (2nd line)
jcity Job City
jstate Job State
jzip Job Zipcode
jcountry Job Country
ctype Customer Type
dopv 1 if Solar Electric (PV) quoted, else 0
dosdhw 1 if Solar Water heating quoted, else 0
dorad 1 if Hydronic Floor heating quoted, else 0
dopool 1 if Solar Pool or Spa heating quoted, else 0
dowind 1 if Wind Turbine quoted, else 0
doeff_elec 1 if Electric Efficiency quoted, else 0
doeff_fuel 1 if Fuel Efficiency quoted, else 0
dostorage 1 if Energy Storage quoted, else 0
report_ok 1 if Report (Sales Proposal) complete, else 0
report_ok = 1, then Job Report data is Provided, as follows:
cover_page Parent name space tag >> Children
cover_page Children
prepby_firstname Report prepared by First Name
prepby_lastname Report prepared by Last Name
prepby_title Report prepared by Title
prepby_phone Report prepared by Phone
prepby_phone_ext Report prepared by phone Extension
prepby_email Report prepared by Email
custom_title_note Report Title
exec_summary Parent name space tag >> Children
exec_summary Children
per_electric_reduction Precent reduction in kWh used
per_ecost_reduction Percent cost reduction in electric bill
utility_annual_cost_electric_pre Current Annual electric bill (before project)
ppa_annual_cost Annual PPA cost (1st year, if PPA quoted)
utility_annual_cost_electric_post Annual electric bill (after project at current rates)
ave_kwh_rate_pre Average cost per kWh (before project)
ave_kwh_rate_post Average cost per kWh (after project)
fuel_type Fuel Type
fuel_units Fuel Units
per_fuel_reduction Percent reduction in fuel used
per_fcost_reduction Percent cost reduction in fuel bill
utility_annual_cost_fuel_pre Current Annual fuel bill (before project)
utility_annual_cost_fuel_post Annual fuel bill (after project at current rates)
ave_fuel_rate_pre Average cost per unit (before project)
ave_fuel_rate_post Average cost per unit (after project)
ave_annual_raw_usavings Average annual utility savings (without tax affects)
ave_annual_usavings Average annual utility savings (with tax affects)
total_usavings Total system life utility savings (with tax affects)
electric_pbi_year1 Electric PBI value in Year 1
electric_pbi_years Number of years electric PBIs extend
per_ecost_reduction_with_pbi Percent electric cost reduction with PBIs included (1st year)
fuel_pbi_year1 Fuel PBI value in Year 1
fuel_pbi_years Number of years fuel PBIs extend
per_fcost_reduction_with_pbi Percent fuel cost reduction with PBIs included (1st year)
gross_cost Gross Cost
incentive_flows_system_crec Value of Install (year 0) incentives received by Contractor
purchase_incentives_to_customer Value of Install (year 0) incentives received by Customer
tax_on_purchase_incentives_to_customer Value of Income Tax to be paid on install incentives (year 0)
net_purchase_cost Net Cost (after install incentives and income taxes on incentives)
future_incentives Total Value of Incentives after install (year 1 thru system life)
npv_future_incentives NPV of Value of Incentives after install (year 1 thru system life)
total_depreciation Total Value of tax savings from depreciation (year 1 thru system life)
npv_depreciation NPV of Value of tax savings from depreciation (year 1 thru system life)
p_index Profitability Index
cash_payback Cashflow Payback
cash_modified_payback Modified Cashflow Payback
irr_nlp IRR (levered if financed)
npv_nlp NPV (levered if financed)
cash_gained_over_life Cash gained over system life
property_appreciation Property Appreciation
carbon_reduction Parent name space tag >> Children
carbon_reduction Children
co2saved_tons Tons of CO2 saved
automiles Equivalent auto miles
trees Equivalent trees planted
landfill_tons Equivalent tons of landfill
homes Equivalent electric use displaced by number of homes
finance Parent name space tag >> Children
finance Children
loan_type Finance method quoted
loan1_principal Principal of Loan #1
loan1_interest_only 1 if interest-only loan
loan1_rate interest rate
loan1_starts starts (in month)
loan1_term term (months)
loan1_fee loan fees
loan1_interest_deduction 1 if interest is a tax deduction
loan1_prepay_amt Amount to be pre-paid (for re-amortized loan)
loan1_prepay_mo Month loan to be re-amortized (pre-paid)
loan1_pmt Loan monthly payment
loan1_pmt_remortized Loan monthly payment after re-amortization
loan1_pmt_after_interest_only_mo Loan monthly payment after interst-only period ends
loan2_principal Principal of Loan #1
loan2_interest_only 1 if interest-only loan
loan2_rate interest rate
loan2_starts starts (in month)
loan2_term term (months)
loan2_fee loan fees
loan2_interest_deduction 1 if interest is a tax deduction
loan2_prepay_amt Amount to be pre-paid (for re-amortized loan)
loan2_prepay_mo Month loan to be re-amortized (pre-paid)
loan2_pmt Loan monthly payment
loan2_pmt_remortized Loan monthly payment after re-amortization
loan2_pmt_after_interest_only_mo Loan monthly payment after interst-only period ends
lease_fee Lease fees
lease_pmt Lease payment (monthly)
lease_term Lease term (months)
lease_escalator Lease annual escalator (%)
lease_capital 1 if Capital Lease, 0 = Operating Lease
lease_capital_amt Amount financed by Capital Lease
lease_buy_price Fair market value at end of lease
ppa_term PPA Term (months)
ppa_covers 1 if All, 0 if only system portion (electricity covered by PPA)
ppa_covers_descr 100% of Electricity used by Building, or Only Electricity Generated by System
ppa_pv 1 if PPA covers PV, else 0
ppa_wind 1 if PPA covers Wind, else 0
ppa_escalator Annual PPA cost escalator (%)
ppa_escalator_start Month PPA escalator starts
ppa_buy_price Fair market value at end of PPA
efficiency_page Parent name space tag >> Children
efficiency_page Children
eff_prescriptions If 1: Energy efficiency prescriptions used
eff_measures_descr Description of efficiency measures quoted
eff_adders Description of efficiency adders quoted
adder_notes Description of efficiency (adder) notes included
heating_savings Space heating energy saved
heating_fuel Type of energy used to heat space (current)
heating_units Units of energy used to heat space (current)
heating_fuel_post Type of energy used to heat space (post-project)
heating_units_post Units of energy used to heat space (post-project)
cooling_savings Space cooling kWh energy saved
water_heating_savings Water heating energy saved
water_heating_units Units of energy used to heat water
water_heating_change Descripion of water heater change (from one fuel to another)
appliance_savings_electric kWh saved from equipment/appliance efficiency measures
appliance_savings_fuel Fuel saved from equipment/appliance efficiency measures
appliance_savings_fuel_units Units of Fuel saved from equipment/appliance efficiency measures
pool_heating_savings Energy saved from pool efficiency measures
pool_heating_units Units of Fuel saved from pool efficiency measures
pool_heating_ghost_savings Energy saved from UNheated pool efficiency measures
spa_heating_savings Energy saved from spa efficiency measures
spa_heating_units Units of Fuel saved from spa efficiency measures
gross_cost Gross cost quoted
incentives_contractor_receives Value of incentives going to Contractor (Year 0)
parent >> 'incentive' >> children
description incentive description
amount incentive amount
incentives_customer_receives Value of incentives going to Customer (Year 0)
parent >> 'incentive' >> children
description incentive description
amount incentive amount
contract_amount Contract Amount
net_cost Net Cost (after install incentives)
incentive_value_after_install Value of incentives to be received after install
pv_page Parent name space tag >> Children
pv_page Children
array PV Array (Parent name space tag)
array parent >> children
array_num Array Number (1,2,3, or 4)
num_pv Number PV panels
p_mfg Manufacturer (PV panel)
p_model Model (PV panel)
num_inv Number of Inverters
i_mfg Manufacturer (Inverter)
i_model Model (Inverter)
mount mounting air gap
tilt Tilt
azimuth Azimuth
weighted_ave_shade Shade Percent (annual weighted average)
pvwatts_derating PVWatts derating calculated)
adders Adders description
notes Notes (Adders) description
area_covered Sq-Ft of PV Panels
dc_kw kW (DC) of Panels
ac_kw kW (AC) of PV system
cec_kw kW (CEC-AC) of PV system
inv_rated_kw kW (rated power) of Inverters in PV system
annual_kwh Annual kWh production quoted
annual_kwh_adjustment_percent % kWh production adjustment from software estimate to kWh quoted
month_kwh monthly kWh production (Parent name space tag)
month_kwh >> 'month' child
month_num Month (1-12)
amount kWh produced in month
gross_cost Gross Cost
gross_cost_per_wattdc $/watt DC quoted (using Gross Cost)
incentives_contractor_receives Parent 'incentives_contractor_receives' >> Children
incentives_contractor_receives >> 'incentive' (Child)
description description of incentive
amount amount of incentive
incentives_customer_receives Parent 'incentives_customer_receives' >> Children
incentives_customer_receives >> 'incentive' (Child)
description description of incentive
amount amount of incentive
contract_amount Contract amount
net_cost Net Cost (after install incentives)
net_cost_per_wattdc Net Cost per watt DC
net_cost_per_wattac Net Cost per watt AC
incentive_value_after_install Total value of incentives to be received in later years (Year 1+)
sdhw_page Parent name space tag >> Children
sdhw_page Children
array Collector Array (Parent name space tag)
array parent >> children
array_num Array Number (1 or 2)
num_col Number collectors
c_mfg Manufacturer (collector)
c_model Model (collector)
tilt Tilt
azimuth Azimuth
weighted_ave_shade Shade Percent (annual weighted average)
tank Tank size in gallons
waterheater_pre_eff Water Heater EF (current)
waterheater_post_eff Water Heater EF (after project)
sdhw_losses Solar water heating system losses (%)
adders Adders description
notes Notes (Adders) description
annual_kwh Annual kWh energy displaced (quoted)
fuel_units Units of fuel energy displaced (If not electric)
annual_fuel_units Annual Units of fuel energy displaced (If not electric)
month_kwh monthly kWh production (Parent name space tag)
month_kwh >> 'month' child
month_num Month (1-12)
amount kWh displaced in month
water_daily Gallon of heated water used per day
water_temp Temperature (F) of heated water
sdhw_rad Was space heating included as part of system (Yes, No)
month_sef >> 'month' child
month_num Month (1-12)
amount Solar Energy Fraction (SEF) this month
gross_cost Gross Cost
incentives_contractor_receives Parent 'incentives_contractor_receives' >> Children
incentives_contractor_receives >> 'incentive' (Child)
description description of incentive
amount amount of incentive
incentives_customer_receives Parent 'incentives_customer_receives' >> Children
incentives_customer_receives >> 'incentive' (Child)
description description of incentive
amount amount of incentive
contract_amount Contract amount
net_cost Net Cost (after install incentives)
incentive_value_after_install Total value of incentives to be received in later years (Year 1+)
pool_page Parent name space tag >> Children
pool_page Children
array Collector Array (Parent name space tag)
'array' parent name space tag >> children
array_num Array Number (1 or 2)
num_col Number collectors
c_mfg Manufacturer (collector)
c_model Model (collector)
tilt Tilt
azimuth Azimuth
weighted_ave_shade Shade Percent (annual weighted average)
pool_type Description of Pool Use (Residential, Condo, Public, etc.)
area_covered Sq-Ft of Total collector area
pool_temp Pool Temperature desired (F)
pool_area Sq-Ft pool
spa_temp Spa Temperature desired (F)
spa_area Sq-Ft Spa
poolcover_post Pool cover use (description)
spacover_post Spa cover use (description)
pool_temp_estimated 'pool_temp_estimated' (Parent) >> Child 'month'
Child 'month'
temp_f Pool Temperature (F) estimated
adders Adders description
notes Notes (Adders) description
annual_kwh Annual kWh energy displaced (quoted)
fuel_units Units of fuel energy displaced (If not electric)
annual_fuel_units Annual Units of fuel energy displaced (If not electric)
month_kwh monthly kWh production (Parent name space tag)
month_kwh >> 'month' child
month_num Month (1-12)
amount kWh displaced in month
month_sef >> 'month' child
month_num Month (1-12)
amount Solar Energy Fraction (SEF) this month
gross_cost Gross Cost
incentives_contractor_receives Parent 'incentives_contractor_receives' >> Children
incentives_contractor_receives >> 'incentive' (Child)
description description of incentive
amount amount of incentive
incentives_customer_receives Parent 'incentives_customer_receives' >> Children
incentives_customer_receives >> 'incentive' (Child)
description description of incentive
amount amount of incentive
contract_amount Contract amount
net_cost Net Cost (after install incentives)
incentive_value_after_install Total value of incentives to be received in later years (Year 1+)
wind_page Parent name space tag >> Children
wind_page Children
num_turbine Number of Turbines quoted
t_mfg Turbine Manufacturer
t_model Turbine Model
t_height Height (Ft) of Turbine
dc_kw kW (rated DC) of Turbines
adders Adders description
notes Notes (Adders) description
annual_kwh Annual kWh production quoted
annual_percent_electric Annual percent of utility kWh produced by turbines
month_kwh monthly kWh production (Parent name space tag)
month_kwh >> 'month' child
month_num Month (1-12)
amount kWh produced in month
gross_cost Gross Cost
incentives_contractor_receives Parent 'incentives_contractor_receives' >> Children
incentives_contractor_receives >> 'incentive' (Child)
description description of incentive
amount amount of incentive
incentives_customer_receives Parent 'incentives_customer_receives' >> Children
incentives_customer_receives >> 'incentive' (Child)
description description of incentive
amount amount of incentive
contract_amount Contract amount
net_cost Net Cost (after install incentives)
incentive_value_after_install Total value of incentives to be received in later years (Year 1+)
storage_page Parent name space tag >> Children
storage_page Children
storage_nameplate_kwh Number of kWh quoted
storage_descr Description of Storage System
storage_application Application Description
storage_type Type of Battery
min_soc Minimum State Of Charge (as percent)
storage_location Battery location (Out or Indoor)
charger_rated_kw Battery charger rated power in kW DC
storage_rated_kw Inverter rated power in kW AC
storage_life Storage system life in years
storage_cyclelife Battery cycles to 50% DOD
storage_warranty Battery warranty in Months
warranty_type Battery warranty Type
demand_weibull Variation in Demand
peak_kw >> 'month' child
month Month (1-12)
amount Peak kW in month
demand_reduced_to >> 'month' child
month Month (1-12)
amount Peak kW in month (after storage)
charge_state_s_wd Summer Weekdays: CSV of Hours 0-23: 1= charge, -1 = discharge, 0= idle
charge_state_s_we Summer Weekend days: CSV of Hours 0-23: 1= charge, -1 = discharge, 0= idle
charge_state_w_wd Winter Weekdays: CSV of Hours 0-23: 1= charge, -1 = discharge, 0= idle
charge_state_w_we Winter Weekend days: CSV of Hours 0-23: 1= charge, -1 = discharge, 0= idle
adders Adder descriptions
notes Notes (Adders) description
gross_cost Gross Cost
incentives_contractor_receives Parent 'incentives_contractor_receives' >> Children
incentives_contractor_receives >> 'incentive' (Child)
description description of incentive
amount amount of incentive
incentives_customer_receives Parent 'incentives_customer_receives' >> Children
incentives_customer_receives >> 'incentive' (Child)
description description of incentive
amount amount of incentive
contract_amount Contract amount
net_cost Net Cost (after install incentives)
incentive_value_after_install Total value of incentives to be received in later years (Year 1+)
utility_summary_page Parent name space tag >> Children
utility_summary_page Children
electric 'electric' >> Children
Parent name space tag >> Children
electric_rate_pre current electric rate
electric_cost_pre current $/kWh
electric_rate_post post-project electric rate
electric_cost_post post-project $/kWh
ppa_cost PPA $/kWh
tiered_pre Current Rate Tiered: Yes or No
tiered_post Post Rate Tiered: Yes or No
tou_pre Current Rate TOU: Yes or No
tou_post Post Rate TOU: Yes or No
demand_pre Current Rate Demand Charges: Yes or No
demand_post Post Rate Demand Charges: Yes or No
demand_reduction Reduction in demand charges (%)
submeters Number of submeters (if applies)
ave_kwh_rate_pre Average cost $/kWh current
ave_kwh_rate_post Average cost $/kWh post project
historical_kwh Parent >> Children
historical_kwh >> 'month' (child)
month_num month (1-12)
amount kWh used in month
historical_kwh >> 'annual' annual kWh used
historical_cost >> 'month' (child)
month_num month (1-12)
amount Electric Cost in month
historical_cost >> 'annual' annual electric cost
current_kwh Parent >> Children
current_kwh >> 'month' (child)
month_num month (1-12)
amount kWh used in month
current_kwh >> 'annual' annual kWh used
current_cost >> 'month' (child)
month_num month (1-12)
amount Electric Cost in month
current_cost >> 'annual' annual electric cost
current_demand_charges >> 'month' (child)
month_num month (1-12)
amount Electric Demand Cost in month
current_demand_charges >> 'annual' annual demand cost
current_total_cost >> 'month' (child)
month_num month (1-12)
amount Total Electric Cost in month
current_total_cost >> 'annual' Total annual cost cost
baseline_kwh Parent >> Children
baseline_kwh >> 'month' (child)
month_num month (1-12)
amount kWh used in month
baseline_kwh >> 'annual' annual kWh used
baseline_cost >> 'month' (child)
month_num month (1-12)
amount Electric Cost in month
baseline_cost >> 'annual' annual electric cost
baseline_demand_charges >> 'month' (child)
month_num month (1-12)
amount Electric Demand Cost in month
baseline_demand_charges >> 'annual' annual demand cost
baseline_total_cost >> 'month' (child)
month_num month (1-12)
amount Total Electric Cost in month
baseline_total_cost >> 'annual' Total annual cost cost
post_kwh Parent >> Children
post_kwh >> 'month' (child)
month_num month (1-12)
amount kWh used in month
post_kwh >> 'annual' annual kWh used
post_ppa >> 'month' (child)
month_num month (1-12)
amount Electric Cost in month
post_ppa >> 'annual' annual electric cost
post_cost >> 'month' (child)
month_num month (1-12)
amount Electric Cost in month
post_cost >> 'annual' annual electric cost
post_demand_charges >> 'month' (child)
month_num month (1-12)
amount Electric Demand Cost in month
post_demand_charges >> 'annual' annual demand cost
post_total_cost >> 'month' (child)
month_num month (1-12)
amount Total Electric Cost in month
post_total_cost >> 'annual' Total annual cost cost
net_meter_credit >> 'month' (child)
month_num month (1-12)
amount Total Net-Meter Credit in month
net_meter_credit >> 'annual' Total annual net-meter credit
tier_cost_pre Parent to Children: tier_1, tier_2, tier_3, tier_4, tier_5
tier_1, tier_2, tier_3, tier_4, tier_5 tier_x >> 'month' (child)
tier_x >> 'month' (child)
month_num month (1-12)
amount Tier cost in month
tier_x >> 'annual' tier total
tier_cost_post Parent to Children: tier_1, tier_2, tier_3, tier_4, tier_5
tier_1, tier_2, tier_3, tier_4, tier_5 tier_x >> 'month' (child)
tier_x >> 'month' (child)
month_num month (1-12)
amount Tier cost in month
tier_x >> 'annual' tier total
tou_percent_pre Parent to Children: off_peak, part_peak, peak
off_peak, part_peak, peak YOU period >> 'month' (child)
(TOU period) >> 'month' (child)
month_num month (1-12)
percent Percent of this TOU period in month
If EnergyFarm (FIT)
sold_kwh Parent to Children:
sold_kwh >> 'month' (child)
month_num month (1-12)
amount kWh sold this month
sold_kwh >> 'annual' Total annual kWh sold
revenue_kwh_sold Parent to Children:
revenue_kwh_sold >> 'month' (child)
month_num month (1-12)
amount $ value of kWh sold this month
revenue_kwh_sold >> 'annual' Total annual value $ of kWh sold
If Virtual Net_Metered
meter 'meter' Parent of ...
meter_number meter number (1-4)
percent_production % of production allocated to this meter
Other children name space tags as above for this meter
fuel Parent name space tag >> Children
'fuel' >> Children>
fuel_type Fuel type
fuel_units Fuel Units
fuel_rate_pre current fuel rate
fuel_cost_pre current $/unit
fuel_rate_post post-project fuel rate
fuel_cost_post post-project $/unit
tiered_pre Current Rate Tiered: Yes or No
tiered_post Post Rate Tiered: Yes or No
ave_fuel_rate_pre Average cost $/unit current
ave_fuel_rate_post Average cost $/unit post project
historical_units Parent >> Children
historical_units >> 'month' (child)
month_num month (1-12)
amount units used in month
historical_units >> 'annual' annual units used
historical_cost >> 'month' (child)
month_num month (1-12)
amount Fuel Cost in month
historical_cost >> 'annual' annual fuel cost
current_units Parent >> Children
current_units >> 'month' (child)
month_num month (1-12)
amount Units used in month
current_units >> 'annual' annual units used
current_cost >> 'month' (child)
month_num month (1-12)
amount Fuel Cost in month
current_cost >> 'annual' annual fuel cost
baseline_units Parent >> Children
baseline_units >> 'month' (child)
month_num month (1-12)
amount Units used in month
baseline_units >> 'annual' annual units used
baseline_cost >> 'month' (child)
month_num month (1-12)
amount Fuel Cost in month
baseline_cost >> 'annual' annual fuel cost
post_units Parent >> Children
post_units >> 'month' (child)
month_num month (1-12)
amount Units used in month
post_units >> 'annual' annual Units used
post_cost >> 'month' (child)
month_num month (1-12)
amount Fuel Cost in month
post_cost >> 'annual' annual fuel cost
cash_flow_page Parent name space tag >> Children
cash_flow_page Children
'gross_cost' parent name space tag
efficiency year >> year_num, amount
pv year >> year_num, amount
sdhw year >> year_num, amount
pool year >> year_num, amount
wind year >> year_num, amount
total year >> year_num, amount
'om_cost' parent name space tag
efficiency year >> year_num, amount
pv year >> year_num, amount
sdhw year >> year_num, amount
pool year >> year_num, amount
wind year >> year_num, amount
total year >> year_num, amount
'utility_savings' parent name space tag
year year >> year_num, amount
'utility_savings_with_tax_effects' parent name space tag
year year >> year_num, amount
'incentives' parent name space tag
efficiency year >> year_num, amount
pv year >> year_num, amount
sdhw year >> year_num, amount
pool year >> year_num, amount
wind year >> year_num, amount
total year >> year_num, amount
'income_tax_incentives' parent name space tag
federal year >> year_num, amount
state year >> year_num, amount
total year >> year_num, amount
'om_tax_deduction_savings' parent name space tag
year year >> year_num, amount
'depreciation_tax_savings' parent name space tag
federal year >> year_num, amount
state year >> year_num, amount
total year >> year_num, amount
'loan_flows' parent name space tag
principal_payments year >> year_num, amount
interest_tax_savings year >> year_num, amount
'lease_flows' parent name space tag
lease_payments year >> year_num, amount
lease_tax_savings year >> year_num, amount
'ppa_payments' parent name space tag
year year >> year_num, amount
'net_cashflow' parent name space tag
year year >> year_num, amount
'cumulative_cashflow' parent name space tag
year year >> year_num, amount
assumptions_page Parent name space tag >> Children
assumptions_page Children
utility_savings_pretax_dollars 1 if Yes, 0 if NO
utility_savings_increase_profit 1 if Yes, 0 if NO
ev_charging 0 if No. If > 0 then result x 30 miles driven per day (ave. in month)
pv_life PV life in Years
inv_life Inverter life in Years
st_life Solar Thermal life in Years
wind_life Wind Turbine life in Years
appliance_life Equipment/Appliance life in Years (for efficiency)
degradation Percent annual performance degradation
cpi_inflation CPI inflation rate
electric_inflation Electric inflation rate
gas_inflation Natural Gas inflation rate
oil_inflation Fuel Oil inflation rate
propane_inflation Propane inflation rate
pv_om PV Opertion and Maintenance expense (Percent of Gross Cost)
st_om Solar Thermal Opertion and Maintenance expense (Percent of Gross Cost)
wind_om Wind Turbine Opertion and Maintenance expense (Percent of Gross Cost)
monthly_excess_sell_rate Monthly Net Excess Genertion Sell Rate
sell_back_rate Annual Net Excess Genertion Sell Rate
discount_rate Discount rate
reinvest_rate Re-investment rate
federal_depr_type Federal Depreciation type
state_depr_type State Depreciation type
federal_sect179_amount Federal Section 179 amount
state_sect179_amount State Section 179 amount
lease_capital_amt Capital lease amount
implied_lease_interest Implied interest on Capital lease amount
weather_station Weather Station used
solar_resources >> month >> month_num, amount Solar kWh/M2/Day at location, by month
water_inlet_temp_f >> month >> month_num, amount Water inlet temperature (F) assumed, by month
wind_height_m Height (meters) Wind speed was measured
wind_speed_mph >> month >> month_num, amount Wind speed assumed, by month
mean_f >> month >> month_num, amount Mean ambient temerature (F) assumed, by month
max_f >> month >> month_num, amount Maximum ambient temerature (F) assumed, by month
min_f >> month >> month_num, amount Minimum ambient temerature (F) assumed, by month
rh >> month >> month_num, amount Relative Humidity (%) assumed, by month
rh_indoor_pool Indoor Relative Humidity (%) assumed for indoor pool area
tempf_indoor_pool Indoor temperature (F) assumed for indoor pool area
contract_page Parent name space tag >> Children
contract_page Children
downpayment Down Payment Amount
milestone1_name Milestone Payment 1: name
milestone1_per Milestone Payment 1: percent of contract total
milestone1_week Milestone Payment 1: Wek due (after commencement of work)
milestones 2-6 (same format) ...
milestone6_name Milestone Payment 6: name
milestone6_per Milestone Payment 6: percent of contract total
milestone6_week Milestone Payment 6: Wek due (after commencement of work)

 

Original Release date: 28-Feb-2014

Revised 06-May-2014 added variables: fed_tax_rate, state_tax_rate, ctype, pwrrel, pwrmgmt

Revised 13-Jun-2014 added variable: lead_status

Revised 28-Dec-2015 added namespace: jobs

GetLeadList

Returns a List of Sales leads for the entire Company or a specific User of the company account. Data request may also be refined by the dates ranges for when a Lead was Created. All Leads will be pulled if no date, or dates, are specified. For example if the Created_From is defined by the Created_To is blank, all Leads from the Created_From date onward will be pulled The Lead list is ordered by Date Created.

API Request Parameter Variables
Get Variable Name Value
The following parameter variables may be submitted to the API URL after the Resource "GetLeadList". Required variables are red.
apiID API ID
apiKey Key assigned to the API ID
You may specify a User Login Email (associated with an Account Login). If specified only Leads assigned to that User will be pulled. If blank all Leads from Company account will be pulled.
UserEmail email address for a specific account User login (used to find Leads, if provided)

You may specify Dates for when a Lead was Created and/or last Updated:

  • If a start date and end date are specified, then search within that range.
  • If only a start date was specified, then search after that date.
  • If only the end date is specified, then search before that date.
  • If a Created_ dates and Updated_ dates are both specified the results will match both search terms. For example, if Created_From: 2014-01-01, Created_To: 2015-01-01, Updated_From: 2014-01-01, Updated_To: 2105-01-01, then only Leads that were both created and updated in 2014 will be pulled.
Created_From YYYY-MM-DD HH:mm:ss
Created_To YYYY-MM-DD hh:mm:ss
Updated_From YYYY-MM-DD HH:mm:ss
Updated_To YYYY-MM-DD hh:mm:ss
API Response Parameter
Data for each Lead will be enclosed in ... tags.
Lead Question XML Name Space Format Values
ID of the Lead leadid int(11) Lead ID
Lead External ID externalid varchar(30) an External ID for this Lead
Lead Source source varchar(30) Source for this Lead
Lead Status lead_status tinyint(2) 0: New, 1: Cold, 2: Warm, 3: Hot
User Email this Lead is assigned to (blank if not assigned) assignedto varchar(50) Source for this Lead
JobID if Lead was converted to a Job jobid int(11) JobID if Lead was converted to a Job
External JobID if Lead was converted to a Job jobid_externalid varchar(30) External JobID if Lead was converted to a Job
If more than 1 Job is associated with the Lead then data is provided as:
jobs (parent) jobid (child) jobid_externalid (child)
Date Lead was Entered whensubmit YYYY-MM-DD HH:mm:ss Date Lead was Entered
Date Lead was Last Updated date_updated YYYY-MM-DD HH:mm:ss Date Lead was Last Updated
Lead Archived archived tinyint(1) 1 if lead was Archived, else 0
Latitude of Customer Location latitude decimal(10,2) Latitude of Customer Location
Longitude of Customer Location longitude decimal(10,2) Longitude of Customer Location
Lead Contact Information
First Name first_name varchar(100) first name
Last Name last_name varchar(100) last name
Email Address email varchar(100) email address
Company Name company varchar(100) company
Mobile (cell) Number mobile varchar(50) mobile phone number
Telephone Number phone varchar(50) phone number
Fax Number fax varchar(50) fax number
Street Address street varchar(100) street address
City city varchar(100) city
State state varchar(2) state
Zip or Post Code zip varchar(10) USA XXXXX, or XXXX-YYYY
Canada XXX-YYY or XXX YYY
Federal Tax Rate fed_tax_rate decimal(5,2) Federal tax rate like xx.xx (%)
State Tax Rate state_tax_rate decimal(5,2)) State tax rate like xx.xx (%)
Customer type ctype tinyint(4) 1=Residential, 2=Business, 3=Nonprofit, 4=Govt/Muni
Contact When contactwhen tinyint(1) 1=Morning, 2=Afternoon, 3=Evening
Contact How contacthow tinyint(1) 1=Cell phone, 2=Home phone, 3=Email
Energy Efficiency Improvements Previously Performed on Building
Enery Audit Performed? energyaudit tinyint(1) 1=Yes, 0=No
Insulation Improved? insulation tinyint(1) 1=Yes, 0=No
Windows Upgraded? windows tinyint(1) 1=Yes, 0=No
Space Heater Efficiency Improved? heating tinyint(1) 1=Yes, 0=No
Air Conditioner (Cooling) Efficiency Improved? cooling tinyint(1) 1=Yes, 0=No
Water Heater Efficiency Improved? waterheat tinyint(1) 1=Yes, 0=No
Lighting Efficiency Improved? lighting tinyint(1) 1=Yes, 0=No
Appliance Efficiency Improved? appliances tinyint(1) 1=Yes, 0=No
Interested In
Want Solar Electric (PV)? pv tinyint(1) 1=Yes, 0=No
Want Solar Water Heating? solarwater tinyint(1) 1=Yes, 0=No
Want Solar Pool/Spa Heating? solarpool tinyint(1) 1=Yes, 0=No
Want Wind Turbine? wind tinyint(1) 1=Yes, 0=No
Want Geothermal Heatpump? geothermal tinyint(1) 1=Yes, 0=No
Want Solar Space Heating? solarspace tinyint(1) 1=Yes, 0=No
Want Wood/Biomass Heating? wood tinyint(1) 1=Yes, 0=No
Want Energy Efficiency Improvements? efficiency tinyint(1) 1=Yes, 0=No
Want/Need Financing? finance tinyint(1) 1=Yes, 0=No
Want Financial Analysis? financialanalysis tinyint(1) 1=Yes, 0=No
Want Incentive Analysis? incentives tinyint(1) 1=Yes, 0=No
Want Power Reliability (Backup)? pwrrel tinyint(1) 1=Yes, 0=No
Want Power Management (Demand Reduction)? pwrmgmt tinyint(1) 1=Yes, 0=No
Current Energy Use
Average Monthly Electric Bill electricbill int(11) $ per month
Average Monthly Natural Gas Bill gasbill int(11) $ per month
Average Monthly Fuel Oil Bill oilbill int(11) $ per month
Name of Electric Utility electricutility varchar(100) name of electric utility
Name of Natural Gas Utility gasutility varchar(100) name of natural gas utility
Percent Energy Use Customer Wants Displace percentsolar smallint(3) 0 - 100 percent
Building Information
Type of Building buildingtype tinyint(1) 0=Undefined
1=Single Family Home (new construction)
2=Single family home (older)
3=Semi-detached or town house
4=Condo
5=Commercial Building
Ownership of Building ownertype tinyint(1) 0=Undefined
1=Owned
2=Rented/Leased
Building Size (sq-ft) bldgsize int(8) Sq-Ft
How Building is Heated heattype tinyint(1) 0=Undefined
1=Natural Gas
2=Electric
3=Fuel Oil
4=Propane
5=Wood Burning
How Water is Heated watertype tinyint(1) 0=Undefined
1=Natural Gas
2=Electric
3=Fuel Oil
4=Propane
5=Wood Burning
Type of Water Heater (currently) waterheater tinyint(1) 0=Undefined
1=Standard
2=Tankless
3=On-demand
Project Information
State Where Work is to be Performed projectstate varchar(2) State
Description of Work/Project Requested description text project description
When do they want work started timing tinyint(1) 0=Undefined
1=Immediately
2=3-6 months
3=1 year
4=2 years or more
Budget for Project budget int(11) budget
Method of Financing Project needfinance tinyint(1) 0=I am not sure about financing
1=Need Financing
2=Have financing
3=Cash (no finance req'd)
Mounting Location for Collectors mount tinyint(1) 0=Roof
1=Ground
2=Roof and Ground
3=Not Sure
Sun Exposure for Collectors exposure tinyint(1) 0=Undefined
1=North
2=South
3=East
4=West
5=Other
Shading Conditions for Collectors shading tinyint(1) 0=Undefined
1=Full Sun
2=Partial
3=Low Sun
Description of any Obstructions to Collectors obstructions text description of any obstructions
Area (sq-ft) Available for Collector Installation area int(11) Sq-Ft of installation area available
Type of Roofing Material rooftype tinyint(2) 0=Undefined
1=Asphalt Shingle
2=Ceramic
3=Clay Tile
4=Wood Shingle
5=Metal
6=Engineered Rubber
7=Plastic
8=Other
Description of Roofing Material (if Other) roofother varchar(100) description of roof type (if other)
Age of Roofing Material (years) roofage int(6) years - age of roof
Pitch of Roof rooftilt tinyint(1) 0=Undefined
1=Conventional Pitch
2=Low Pitch
3=Flat Roof
Style of Roof roofstyle tinyint(1)
0=Undefined  
1=Flat:flat 2=Gable:gable
3=Shed:shed 4=Hip:hip
5=Gambrel:gambrel 6=Mansard:mansard
FICO (credit) Score of Customer fico_score smallint(3) FICO score
Value of Property/Building prop_value mediumint(8) Value ($) of property
County of Job Location county varchar(50) County of Job Location
Country of Job Location country varchar(2) Country of Job Location
Zipcode of Job Location jzip varchar(10) USA XXXXX, or XXXX-YYYY
Canada XXX-YYY or XXX YYY

 

Original Release date: 28-Feb-2014

Revised 06-May-2014 added variables: fed_tax_rate, state_tax_rate, ctype, pwrrel, pwrmgmt

Revised 13-Jun-2014 added variable: lead_status

Revised 28-Dec-2015 added namespace: jobs

GetLead

Returns data for a specified Lead.

You may pull Lead data by its leadid or by the externalid. "externalid" is a unique ID associated with the Lead, as assigned by you (for example an ID that comes from your CRM system for this customer record). The externalid must be unique (can not be assigned to more than one (1) Lead. If you submit an leadid and an externalid the software will store the externalid to that leadid (associate it to the leadid in our database) for future reference.

API Request Parameter Variables
Get Variable Name Value
The following parameter variables may be submitted to the API URL after the Resource "GetLead". Required variables are red.
apiID API ID
leadid* Lead ID
externalid* ExternalID
* - "leadid" or its associated "externalid" is required
API Response Parameter
Lead Question XML Name Space Format Values
ID of the Lead leadid int(11) Lead ID
Lead External ID externalid varchar(30) an External ID for this Lead
Lead Source source varchar(30) Source for this Lead
Lead Status lead_status tinyint(2) 0: New, 1: Cold, 2: Warm, 3: Hot
User Email this Lead is assigned to (blank if not assigned) assignedto varchar(50) Source for this Lead
JobID if Lead was converted to a Job jobid int(11) JobID if Lead was converted to a Job
External JobID if Lead was converted to a Job jobid_externalid varchar(30) External JobID if Lead was converted to a Job
If more than 1 Job is associated with the Lead then data is provided as:
jobs (parent) jobid (child) jobid_externalid (child)
Date Lead was Entered whensubmit YYYY-MM-DD HH:mm:ss Date Lead was Entered
Date Lead was Last Updated date_updated YYYY-MM-DD HH:mm:ss Date Lead was Last Updated
Lead Archived archived tinyint(1) 1 if lead was Archived, else 0
Latitude of Customer Location latitude decimal(10,2) Latitude of Customer Location
Longitude of Customer Location longitude decimal(10,2) Longitude of Customer Location
Lead Contact Information
First Name first_name varchar(100) first name
Last Name last_name varchar(100) last name
Email Address email varchar(100) email address
Company Name company varchar(100) company
Mobile (cell) Number mobile varchar(50) mobile phone number
Telephone Number phone varchar(50) phone number
Fax Number fax varchar(50) fax number
Street Address street varchar(100) street address
City city varchar(100) city
State state varchar(2) state
Zip or Post Code zip varchar(10) USA XXXXX, or XXXX-YYYY
Canada XXX-YYY or XXX YYY
Federal Tax Rate fed_tax_rate decimal(5,2) Federal tax rate like xx.xx (%)
State Tax Rate state_tax_rate decimal(5,2)) State tax rate like xx.xx (%)
Customer type ctype tinyint(4) 1=Residential, 2=Business, 3=Nonprofit, 4=Govt/Muni
Energy Efficiency Improvements Previously Performed on Building
Enery Audit Performed? energyaudit tinyint(1) 1=Yes, 0=No
Insulation Improved? insulation tinyint(1) 1=Yes, 0=No
Windows Upgraded? windows tinyint(1) 1=Yes, 0=No
Space Heater Efficiency Improved? heating tinyint(1) 1=Yes, 0=No
Air Conditioner (Cooling) Efficiency Improved? cooling tinyint(1) 1=Yes, 0=No
Water Heater Efficiency Improved? waterheat tinyint(1) 1=Yes, 0=No
Lighting Efficiency Improved? lighting tinyint(1) 1=Yes, 0=No
Appliance Efficiency Improved? appliances tinyint(1) 1=Yes, 0=No
Interested In
Want Solar Electric (PV)? pv tinyint(1) 1=Yes, 0=No
Want Solar Water Heating? solarwater tinyint(1) 1=Yes, 0=No
Want Solar Pool/Spa Heating? solarpool tinyint(1) 1=Yes, 0=No
Want Wind Turbine? wind tinyint(1) 1=Yes, 0=No
Want Geothermal Heatpump? geothermal tinyint(1) 1=Yes, 0=No
Want Solar Space Heating? solarspace tinyint(1) 1=Yes, 0=No
Want Wood/Biomass Heating? wood tinyint(1) 1=Yes, 0=No
Want Energy Efficiency Improvements? efficiency tinyint(1) 1=Yes, 0=No
Want/Need Financing? finance tinyint(1) 1=Yes, 0=No
Want Financial Analysis? financialanalysis tinyint(1) 1=Yes, 0=No
Want Incentive Analysis? incentives tinyint(1) 1=Yes, 0=No
Want Power Reliability (Backup)? pwrrel tinyint(1) 1=Yes, 0=No
Want Power Management (Demand Reduction)? pwrmgmt tinyint(1) 1=Yes, 0=No
Current Energy Use
Average Monthly Electric Bill electricbill int(11) $ per month
Average Monthly Natural Gas Bill gasbill int(11) $ per month
Average Monthly Fuel Oil Bill oilbill int(11) $ per month
Name of Electric Utility electricutility varchar(100) name of electric utility
Name of Natural Gas Utility gasutility varchar(100) name of natural gas utility
Percent Energy Use Customer Wants Displace percentsolar smallint(3) 0 - 100 percent
Building Information
Type of Building buildingtype tinyint(1) 0=Undefined
1=Single Family Home (new construction)
2=Single family home (older)
3=Semi-detached or town house
4=Condo
5=Commercial Building
Ownership of Building ownertype tinyint(1) 0=Undefined
1=Owned
2=Rented/Leased
Building Size (sq-ft) bldgsize int(8) Sq-Ft
How Building is Heated heattype tinyint(1) 0=Undefined
1=Natural Gas
2=Electric
3=Fuel Oil
4=Propane
5=Wood Burning
How Water is Heated watertype tinyint(1) 0=Undefined
1=Natural Gas
2=Electric
3=Fuel Oil
4=Propane
5=Wood Burning
Type of Water Heater (currently) waterheater tinyint(1) 0=Undefined
1=Standard
2=Tankless
3=On-demand
Project Information
State Where Work is to be Performed projectstate varchar(2) State
Description of Work/Project Requested description text project description
When do they want work started timing tinyint(1) 0=Undefined
1=Immediately
2=3-6 months
3=1 year
4=2 years or more
Budget for Project budget int(11) budget
Method of Financing Project needfinance tinyint(1) 0=I am not sure about financing
1=Need Financing
2=Have financing
3=Cash (no finance req'd)
Mounting Location for Collectors mount tinyint(1) 0=Roof
1=Ground
2=Roof and Ground
3=Not Sure
Sun Exposure for Collectors exposure tinyint(1) 0=Undefined
1=North
2=South
3=East
4=West
5=Other
Shading Conditions for Collectors shading tinyint(1) 0=Undefined
1=Full Sun
2=Partial
3=Low Sun
Description of any Obstructions to Collectors obstructions text description of any obstructions
Area (sq-ft) Available for Collector Installation area int(11) Sq-Ft of installation area available
Type of Roofing Material rooftype tinyint(2) 0=Undefined
1=Asphalt Shingle
2=Ceramic
3=Clay Tile
4=Wood Shingle
5=Metal
6=Engineered Rubber
7=Plastic
8=Other
Description of Roofing Material (if Other) roofother varchar(100) description of roof type (if other)
Age of Roofing Material (years) roofage int(6) years - age of roof
Pitch of Roof rooftilt tinyint(1) 0=Undefined
1=Conventional Pitch
2=Low Pitch
3=Flat Roof
Style of Roof roofstyle tinyint(1)
0=Undefined  
1=Flat:flat 2=Gable:gable
3=Shed:shed 4=Hip:hip
5=Gambrel:gambrel 6=Mansard:mansard
FICO (credit) Score of Customer fico_score smallint(3) FICO score
Value of Property/Building prop_value mediumint(8) Value ($) of property
County of Job Location county varchar(50) County of Job Location
Country of Job Location country varchar(2) Country of Job Location
Zipcode of Job Location jzip varchar(10) USA XXXXX, or XXXX-YYYY
Canada XXX-YYY or XXX YYY

 

Original Release date: 28-Feb-2014

Revised 06-May-2014 added variables: source, fed_tax_rate, state_tax_rate, ctype, pwrrel, pwrmgmt

Legacy API: The Lead Source API Interface Document (used prior to 28-Feb-2014)

PostLead

Inserts a new Sales leads into the Company account.

API Request Parameter Variables

The following Parameter variables may be submitted to the API URL after the Resource "PostLead". Required variables are red.

"externalid" is a unique ID associated with the Lead, as assigned by you (for example an ID that comes from your CRM system for this Lead/customer record). The externalid must be unique (can not be assigned to more than one (1) Lead. If you submit an externalid the software will associate the externalid to the leadid in our database for future reference.

Lead Question Get Variable Name Format Values
API Key Set
API Validation apiID int(11) API ID
API Validation apiKey varchar(200) API Key
External ID for this Lead
External ID externalid varchar(30) an External ID for this Lead
Source of this Lead
Lead Source source varchar(30) Source of this Lead (If blank API name is used).
Lead Contact Information
First Name first_name varchar(100) first name
Last Name last_name varchar(100) last name
email or mobile or phone is required
Email Address email varchar(100) email address
Company Name company varchar(100) company
Mobile (cell) Number mobile varchar(50) mobile phone number
Telephone Number phone varchar(50) phone number
Fax Number fax varchar(50) fax number
Street Address street varchar(100) street address
City city varchar(100) city
State state varchar(2) state
Zip or Post Code zip varchar(10) USA XXXXX, or XXXX-YYYY
Canada XXX-YYY or XXX YYY
Federal Tax Rate fed_tax_rate decimal(5,2) Federal tax rate like xx.xx (%)
State Tax Rate state_tax_rate decimal(5,2)) State tax rate like xx.xx (%)
Customer type ctype tinyint(4) 1=Residential, 2=Business, 3=Nonprofit, 4=Govt/Muni
Energy Efficiency Improvements Previously Performed on Building
Energy Audit Performed? energyaudit tinyint(1) 1=Yes, 0=No
Insulation Improved? insulation tinyint(1) 1=Yes, 0=No
Windows Upgraded? windows tinyint(1) 1=Yes, 0=No
Space Heater Efficiency Improved? heating tinyint(1) 1=Yes, 0=No
Air Conditioner (Cooling) Efficiency Improved? cooling tinyint(1) 1=Yes, 0=No
Water Heater Efficiency Improved? waterheat tinyint(1) 1=Yes, 0=No
Lighting Efficiency Improved? lighting tinyint(1) 1=Yes, 0=No
Appliance Efficiency Improved? appliances tinyint(1) 1=Yes, 0=No
Interested In
Want Solar Electric (PV)? pv tinyint(1) 1=Yes, 0=No
Want Solar Water Heating? solarwater tinyint(1) 1=Yes, 0=No
Want Solar Pool/Spa Heating? solarpool tinyint(1) 1=Yes, 0=No
Want Wind Turbine? wind tinyint(1) 1=Yes, 0=No
Want Geothermal Heatpump? geothermal tinyint(1) 1=Yes, 0=No
Want Solar Space Heating? solarspace tinyint(1) 1=Yes, 0=No
Want Wood/Biomass Heating? wood tinyint(1) 1=Yes, 0=No
Want Energy Efficiency Improvements? efficiency tinyint(1) 1=Yes, 0=No
Want/Need Financing? finance tinyint(1) 1=Yes, 0=No
Want Financial Analysis? financialanalysis tinyint(1) 1=Yes, 0=No
Want Incentive Analysis? incentives tinyint(1) 1=Yes, 0=No
Want Power Reliability (Backup)? pwrrel tinyint(1) 1=Yes, 0=No
Want Power Management (Demand Reduction)? pwrmgmt tinyint(1) 1=Yes, 0=No
Current Energy Use
Average Monthly Electric Bill electricbill int(11) $ per month
Average Monthly Natural Gas Bill gasbill int(11) $ per month
Average Monthly Fuel Oil Bill oilbill int(11) $ per month
Name of Electric Utility electricutility varchar(100) name of electric utility
Name of Natural Gas Utility gasutility varchar(100) name of natural gas utility
Percent Energy Use Customer Wants to Displace percentsolar smallint(3) 0 - 100 percent
Building Information
Type of Building buildingtype tinyint(1) 0=Undefined
1=Single Family Home (new construction)
2=Single family home (older)
3=Semi-detached or town house
4=Condo
5=Commercial Building
Ownership of Building ownertype tinyint(1) 0=Undefined
1=Owned
2=Rented/Leased
Building Size (sq-ft) bldgsize int(8) Sq-Ft
How Building is Heated heattype tinyint(1) 0=Undefined
1=Natural Gas
2=Electric
3=Fuel Oil
4=Propane
5=Wood Burning
How Water is Heated watertype tinyint(1) 0=Undefined
1=Natural Gas
2=Electric
3=Fuel Oil
4=Propane
5=Wood Burning
Type of Water Heater (currently) waterheater tinyint(1) 0=Undefined
1=Standard
2=Tankless
3=On-demand
Project Information
State Where Work is to be Performed projectstate varchar(2) State
Description of Work/Project Requested description text project description
When do they want work started timing tinyint(1) 0=Undefined
1=Immediately
2=3-6 months
3=1 year
4=2 years or more
Budget for Project budget int(11) budget
Method of Financing Project needfinance tinyint(1) 0=I am not sure about financing
1=Need Financing
2=Have financing
3=Cash (no finance req'd)
Mounting Location for Collectors mount tinyint(1) 0=Roof
1=Ground
2=Roof and Ground
3=Not Sure
Sun Exposure for Collectors exposure tinyint(1) 0=Undefined
1=North
2=South
3=East
4=West
5=Other
Shading Conditions for Collectors shading tinyint(1) 0=Undefined
1=Full Sun
2=Partial
3=Low Sun
Description of any Obstructions to Collectors obstructions text description of any obstructions
Area (sq-ft) Available for Collector Installation area int(11) Sq-Ft of installation area available
Type of Roofing Material rooftype tinyint(2) 0=Undefined
1=Asphalt Shingle
2=Ceramic
3=Clay Tile
4=Wood Shingle
5=Metal
6=Engineered Rubber
7=Plastic
8=Other
Description of Roofing Material (if Other) roofother varchar(100) description of roof type (if other)
Age of Roofing Material (years) roofage int(6) years - age of roof
Pitch of Roof rooftilt tinyint(1) 0=Undefined
1=Conventional Pitch
2=Low Pitch
3=Flat Roof
Style of Roof roofstyle tinyint(1)
0=Undefined  
1=Flat:flat 2=Gable:gable
3=Shed:shed 4=Hip:hip
5=Gambrel:gambrel 6=Mansard:mansard
FICO (credit) Score of Customer fico_score smallint(3) FICO score
Value of Property/Building prop_value mediumint(8) Value ($) of property

 

Revision date: 28-Feb-2014

GetWidgetUsers

Returns a List of Sales Lead Widget Users for the entire Company. Note: Widget user data is only stored for the past 90 days.

API Request Parameter Variables
Get Variable Name Value
The following parameter variables may be submitted to the API URL after the Resource "GetWidgetUsers". Required variables are red.
apiID API ID
apiKey Key assigned to the API ID

You may specify Dates for when a Widget User record was Created. Note: Widget user data is only stored for the past 90 days.

  • If a start date and end date are specified, then search within that range.
  • If only a start date was specified, then search after that date.
  • If only the end date is specified, then search before that date.
Created_From YYYY-MM-DD HH:mm:ss
Created_To YYYY-MM-DD hh:mm:ss
API Response Parameter Variables
XML Name Space Value
status Successful or Unsuccessful
messages and/or errors API messages: each with a tag <message>
Created_From Date Widget use created from (used to find Widget Users, if provided)
Created_To Date Widget use created to (used to find Widget Users, if provided)
total_users Total number of Widget Users reported
user A Widget User record: data as follows:
date_created YYYY-MM-DD HH:mm:ss
cfirstname First name
clastname Last name
cphone Phone
cemail Email
czip Zipcode

 

USE RESTRICTION: Any foreign or other unauthorized access to our APIs or software will be blocked. If you are Developer accessing our software from outside the USA or Canada please send an email to help@energyperiscope.com specifying the customer for which you were hired for API development.