EF Solar Integration

Overview

The EF Solar integration connects Eturnity Expert with ElektroForm Solar, enabling seamless transfer of PV project data to streamline administrative document management. This integration is exclusively available for Swiss customers and significantly reduces time spent on administrative tasks.

🇨🇭 Switzerland Only: EF Solar integration is exclusively available for Swiss customers. This feature is not available in other markets.

Benefits of EF Solar Integration

With EF Solar integration, you can:

• Fill out all necessary administrative documents online
• Reduce time spent on administrative document completion
• Increase overall efficiency in project management
• Access pre-filled administrative documents with data transferred from your Eturnity PV project

The integration automatically transfers key project information from Eturnity Expert to EF Solar, eliminating the need for manual data entry and reducing the risk of errors.

Prerequisites

To set up EF Solar integration, you need:

• Administrator Role: Only company administrators can establish the EF Solar connection
• Swiss Market Access: This feature is only available for Swiss customers
• Active Eturnity Expert License: Full access to project management features

Setup Process

Step 1: Access EF Solar Integration

1. Navigate to any PV project in Eturnity Expert
2. Scroll to the bottom of the project page
3. Click on ElektroForm solar

Step 2: Registration and Account Setup

1. Click Registrieren (Registration) - this step is mandatory
2. Complete the registration process to receive your Brunner Informatik Cloud ID
3. If you need to add team members, navigate to the Geschäftsstellen (Business Locations) menu

Note: Adding team members is only required if you want to allow other colleagues to use the Eturnity Expert with EF Solar integration.

Step 3: Establish Connection

1. Return to Eturnity Expert
2. Click Verbindung aktivieren (Activate Connection)
3. Select your preferred billing option from the available choices:
   • Brunner Informatik - Direct billing through Brunner Informatik
   • Eturnity - Billing through Eturnity at a discounted rate
   • Lizenz Brunner Informatik, dann Eturnity - Use existing Brunner Informatik license first, then switch to Eturnity billing

Cost Savings: You benefit from a discounted rate when billing through Eturnity!

Step 4: Complete Authentication

1. After clicking Verbindung aktivieren, you'll be redirected to log in to Brunner Informatik
2. Complete the authentication process
3. You'll automatically return to Eturnity Expert
4. Click Projektdaten übertragen (Transfer Project Data) to begin transferring projects

User Management

Connecting Individual Users

Each Eturnity user must be connected to an EF Solar user account. You can connect the same EF Solar user to multiple Eturnity users if needed.

Multi-Company EF Solar Users

If your EF Solar user is associated with multiple companies, Eturnity will display an additional popup window allowing you to select the correct company for data transfer.

Billing and Costs

Cost Structure

Yes, there are costs associated with EF Solar integration. Each project created in ElektroForm Solar incurs charges. When you transfer data from Eturnity to EF Solar, a new project is created in your EF Solar account and billed accordingly.

Billing Options

You have three billing options to choose from:

1. Direct EF Solar Billing (Brunner Informatik) at regular rates:
   • Requires purchasing the EF Solar license package directly in your EF Solar account
   • If your credit is exhausted, new project transfers to EF Solar via Eturnity Expert will be blocked
2. Eturnity Billing at a discounted price
3. Hybrid Billing (Brunner Informatik then Eturnity):
   • First uses credit from your existing EF Solar license package
   • Automatically switches to Eturnity billing at reduced rates once your existing credit is exhausted

Changing Billing Options

Your administrator can select the billing option when first establishing the connection between your Eturnity account and EF Solar. After the initial setup, billing options cannot be changed. If you need to modify billing options, please contact Eturnity support.

Data Transfer Process

Transfer Limitations

Currently, you can only perform data transfer once per project, regardless of how many variants you have created within that project. Each data transfer creates a new project in EF Solar, which is then billed.

Best Practices

We recommend completing your project in Eturnity Expert entirely before performing the data transfer to EF Solar. This ensures all project data is accurate and complete.

Handling Incomplete Transfers

If you accidentally transfer an incomplete project to EF Solar:

1. Copy the project in the Eturnity project overview
2. Complete the project in the copied version
3. Perform the data transfer again

Important: This process creates a new project in EF Solar, which will be billed separately!

Troubleshooting

Connection Issues

If you've established the connection to EF Solar but it's not working for your Eturnity user:

• Ensure each Eturnity user is connected to an EF Solar user account
• Verify that the EF Solar user has proper permissions
• Check that the connection was established by an administrator

Required Fields Before Transfer

Before transferring data to EF Solar, ensure the following required fields are completed:

• Building Address: The complete building address must be filled out
• EGID: The EGID (Eidgenössische Gebäude- und Wohnungsidentifikator) must be entered

Important: Data transfer will fail if the building address is incomplete or the EGID is missing. Complete these fields before attempting to transfer project data to EF Solar.

Multi-Company User Issues

If your EF Solar user is associated with multiple companies, the system will automatically display a selection popup. Choose the correct company for your data transfer needs.

Geographic Availability

EF Solar is only supported in Switzerland. This integration is not available in Liechtenstein or any other countries.

Next Steps

After setting up EF Solar integration:

• Complete your PV projects in Eturnity Expert
• Transfer project data to EF Solar for administrative document management
• Utilize the pre-filled documents to streamline your administrative processes

For additional support or questions about EF Solar integration, contact Eturnity support at support@eturnity.com.