Free, Bulk Lead & Project Data Upload - for a Limited Time!!

Have a database of contacts but haven’t been able to find the time to move them into SolarNexus yet? SolarNexus has always provided an easy way for you to upload these yourself (see our user notes or attend our lead management webinar). And now, for a limited time, we're offering users the ability to eliminate a step in moving your data to SolarNexus.  Between now and the end of January, we will upload any lead-related data to your account for you (see below for guidelines and restrictions on this offer). You should begin managing your leads on SolarNexus because it 1) will lower your cost of sale, 2) requires no account set-up, and 3) provides a consolidated place to manage your documentation, status, task assignments and purchasing activities even if you create your customer proposals elsewhere (e.g. your own Excel calculations, OnGrid, CPF Tools, etc.).

Here’s how:

1.    Email us your lead and project data you want uploaded into your account to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

You can send exports from other software tools like MS Outlook, MS Access, Salesforce, and Clean Power Finance, or from any other source provided we receive it in an .xls, .xlsx, or .csv file.  For a list of the fields we can upload and other parameters, see below.  If you have questions on how to export this data into these file formats, we can help.  Please note that although many of your fields may be importable, some may not be.

2.    We’ll review your data and determine if there are any issues with it that need to be addressed.  We may have clarifying questions, or request changes in the way you exported the data .

3.    Once your data is uploaded to SolarNexus, you can more efficiently manage information about your potential clients, track notes, their status, and other details.  This allows you to spend less time with prospects that are less likely to become clients, and ensures you and your team are able to stay on top of those leads that are worth the time and effort.  Not only that, if you wish to do so, you can create proposals, manage projects and/or purchase equipment and services within SolarNexus related to any of these clients as well.  All for free!

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Data Parameters:

Fields that can be uploaded:
•    Customer Type (Individual, Business, Non-Profit, Government)
•    Customer Organization Name
•    Customer Tax Entity (Individual, Corporation, LLC, etc.)

•    Contact Name
•    Contact Phone Number(s)
•    Contact Email Address(es)
•    Customer Mailing Address
•    Project Site Address (if different)

•    Lead Created On-Date
•    Lead / Project Name

•    Project Type (Retrofit, New Construction)
•    Project Sector (Residential, Commercial)
•    Project Description
•    Property Notes
•    Sales Owner (Internal Sales Rep)
•    Customer Motivations/Goals
•    Estimated Monthly Utility Billing Cost
•    Trailing 12 Months Utility Bill Data

Guidelines / Restrictions

•    Number of Leads / Contacts Allowed for Upload: 250
•    File format: Excel or CSV
•    Due to the range of possible issues involved in data importing from a variety of sources, we retain the right to return your file without completing the import if it will require too much manual editing.  But we’ll try our best!