See what still needs attention
Review Formbay application status, job status and reported evidence beside the installation. Missing, unknown and complete mean different things.
Formbay CRM integration
Bring Formbay evidence into the project.
ArcSolar links Formbay applications to Projects & Jobs, giving your team one place to review the customer, installation and reported evidence. Find the outstanding requirement before chasing another update.
Book a workflow demoApplication status, job status and evidence remain distinct so the next action is easier to identify.
ArcSolar / Formbay CRM integration
What you can do
Know what Formbay evidence is still missing
Associate the right installation
Inspect the scheme, application reference and installation address before linking or importing. Search existing projects to avoid duplicating work.
Retain useful project history
Replacing a token keeps the company check explicit. On disconnect, review the confirmation describing retained projects and previously synced information.
Setup and workflow
Put it to work in ArcSolar
Use an authorised Formbay account and confirm plan access. Provider-side work remains in Formbay when ArcSolar does not offer that action. For missing evidence, check the provider reference and last successful sync before assigning the unresolved requirement.
- 1
Connect the verified company
An authorised administrator supplies the Formbay bearer token. Verify it in Retailer Settings → Integrations → Formbay, then confirm the returned company.
- 2
Link or import the application
Choose the appropriate scheme and inspect the installation details. Associate the application with the existing project when one already exists.
- 3
Resolve the missing evidence
Example: an installation is reported complete but one evidence item is unknown. Check the provider record and assign a follow-up instead of marking the evidence complete.
Questions
Before you get started
Does Unknown evidence mean Complete?
No. Unknown means the available data does not establish the outcome. Review the provider evidence or follow up before treating the requirement as satisfied.
How do we refresh an expired token?
Use Replace token in the integration settings, then verify the company again. Ask your Formbay administrator to resolve access or token validity problems.
Can I import every application without checking?
Review the scheme, provider reference and address first. Look for an existing project before importing so the same installation is not managed twice.
Evidence and review
Product scope reviewed 2026-09-13.
This page is mapped to 1 maintained ArcSolar capability record. Product statements are reviewed by the ArcSolar product and editorial team. Read the editorial standards.
- Formbay CRM integration documentation — ArcSolar Documentation; reviewed 2026-09-13.
Related workflows
Continue through the connected record.
See it with your workflow