Automated File Connection

Solo Data Integration — Solar CRM Analytics

Connect Solo exports. Your AI agent reads solar leads, proposals, project milestones, and installation workflows—then correlates pipeline data with cross-channel insights from 1,400+ data sources.

1,400+ data sources
Any warehouse or BI tool

improvado.io/agent · Solo

Improvado Agent

Connected to Solo

How many solar projects are stuck in Permitting stage for over 30 days?

12 projects in Permitting over 30 days. Total pipeline value: $428K. Longest stalled: Johnson Residence (47 days, $38K). Average delay: 36 days.

Send these to the permitting team and flag them for review?

Done — report on all 12 projects sent to the permitting team with priority flags. I'll alert you daily while any project stays in Permitting over 30 days.

Trusted by data-driven teams

1,400+

Data sources

200+

Solo Fields

99.9%

SLA Uptime

Pipelines to maintain

SOC 2

Type II

Key Takeaways

What your AI agent extracts from Solo

Improvado pulls solar-specific data including leads, proposals, project milestones (site survey to PTO), customer engagement records, installation timelines, and workflow automation logs. Your agent accesses site survey forms with photo metadata, proposal versions, Docusign-integrated change orders, and centralized sales and installation reporting tailored for solar contractors.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Solo exports

Refreshed on your schedule Each new export loads automatically. No stale dashboards.

Cross-channel normalization Marketing CDM unifies your data with 1,400+ data sources into one schema. No manual mapping.

Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio

AI Agent access via MCP Query and monitor Solo through Claude, ChatGPT, Cursor, or any MCP client

Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.

Automated file delivery Exports arrive by email, SFTP or S3 on your schedule. Columns are mapped automatically.

Zero ongoing maintenance No connector to build or maintain. Your team focuses on analysis.

Integration Details

Complete Solar Project Lifecycle Data

Improvado pulls solar-specific data including leads, proposals, project milestones (site survey to PTO), customer engagement records, installation timelines, and workflow automation logs from Solo. We capture site survey forms with photo metadata, proposal versions, Docusign-integrated change orders, and centralized sales and installation reporting tailored for solar contractors.

Solo exports · email, SFTP or S3 · on your schedule

Schema Overview

Data objects and fields Improvado extracts from Solo

Object	Fields
Leads	lead_name source contact_info site_address status created_date assigned_to
Proposals	proposal_id project_name version value status sent_date signed_date
Projects	project_name milestone days_in_stage value assigned_to start_date pto_date
SiteSurveys	survey_id project_name survey_date photos_count notes completed_by
ChangeOrders	order_id project_name version change_description docusign_status approval_date

How it works

From scheduled exports to answers in three steps

Connect

Connect: Schedule Solo report exports to Improvado by email, SFTP or S3. Each file loads leads, proposals, milestones, and site survey data on your export schedule.

Ask

Query: Ask 'Which leads completed site surveys but have no proposal?' and your agent surfaces leads, project milestones, proposal statuses, site survey forms, and installation timelines from Solo's solar-specific workflows.

Report

Report: Your agent tracks project milestones, flags overdue tasks and change orders, highlights site surveys awaiting proposals, sends alerts, and reports on proposal statuses—so your team knows what to do next in Solo.

Use Cases

What teams ask their AI agent about Solo

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →

Improvado Agent Analysis

Which solar leads from this month have completed site surveys but no proposal sent yet?

Your AI agent analyzes Solo data and delivers actionable insights — automatically, in seconds.

6 hrs → 25 min

Improvado Agent Cross-channel

Compare proposal-to-contract conversion rates across Solo and Facebook Ads lead sources this quarter

Your AI agent analyzes Solo data and delivers actionable insights — automatically, in seconds.

Manual → auto

Improvado Agent Reporting

List all projects in Design Review ready for Proposal Sent and send a follow-up report to the sales team

Your AI agent analyzes Solo data and delivers actionable insights — automatically, in seconds.

3 hrs → 15 min

AI Agent Access

Your agent doesn't just read Solo — it reports on solar workflows.

Claude, ChatGPT, and Cursor can track project milestones, flag stalled tasks, send alerts, review change orders, and compare proposal statuses across your solar operations. Agents build recurring reports, flag overdue site surveys, and track installations from lead to PTO without manual updates.

Explore MCP →

Read

Read: Leads, proposals, project milestones (site survey, design, permitting, installation, PTO), customer engagement records, site survey forms with photos, proposal versions, change orders, task assignments, installation timelines, and workflow automation logs.

Report

Report: Build reports on project milestones and statuses, task assignments, change orders, proposal versions, site surveys, and installation timelines across your solar operations, and send them to Slack or email.

Monitor

Monitor: Milestone changes, proposal status updates, permitting delays, installation progress, PTO completion, task assignments, and workflow triggers with alerts for stalled projects and overdue milestones.

Improvado Agent · Solo

You

Show me leads from this month that completed site surveys but have no proposal sent yet

Site Surveys Awaiting Proposal

Lead Name	Survey Completed	System Size
Martinez Residence	4 days ago	8.5 kW
Johnson Home Solar	6 days ago	12.3 kW
Chen Family Install	8 days ago	6.8 kW
Thompson Property	9 days ago	15.2 kW
Rivera Commercial	11 days ago	24.7 kW

5 leads · 67.5 kW total capacity · avg 7.6 days waiting

You

Send a daily digest of surveys awaiting proposal to #solar-sales

Daily digest scheduled

Weekdays 9:00 · #solar-sales

Works with

ClaudeChatGPTCursorGeminiAny MCP Client

Destinations

Send Solo data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

Snowflake → BigQuery → Redshift → Databricks → Power BI → Tableau → Looker Studio → Google Sheets → Domo → Excel → Qlik → Amazon S3 → Metabase → Grafana → PostgreSQL → Azure SQL →

SOC 2 Type II: Certified Security

HIPAA: Health Data Privacy

GDPR: EU Data Protection

CCPA: CA Privacy Standard

Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, reports, and monitors — with Solo as one of 1,400+ data sources.

Feature	Improvado	Supermetrics	Funnel.io	Fivetran
Data fields extracted	200+	~90	~120	~80
Total data sources	1,400+	~150	~500	~300
Cross-channel normalization (CDM)	✓ Built-in	✗ Manual	Basic mapping	✗ Raw only
AI Agent access (MCP)	✓ Read, Report, Monitor	✗	✗	✗
Data warehouse destinations	✓ 16+ warehouses & BI tools	Sheets, Looker, BigQuery	BigQuery, Snowflake, Redshift	✓ Broad warehouse support
Refresh frequency	Every 15 min	Scheduled triggers	Daily / 6hr	Every 15 min (premium)
SOC 2 Type II & HIPAA	✓	✗ SOC 2 only	✓ SOC 2	✓
Best for	Teams that want an AI agent, not a pipeline	Small teams, spreadsheets	Mid-market, data teams	Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

How does Improvado connect to Solo?

Improvado connects to Solo through scheduled report exports. You send lead, proposal, and project exports to Improvado by email, SFTP or S3, and Improvado loads them automatically on your export schedule. Historical pipeline history, site surveys, and milestone tracking can be loaded from past exports.

What Solo data does Improvado pull?

Improvado extracts leads, proposals, project milestones (site survey, design, permitting, installation, PTO), customer engagement records, site survey forms with photos, proposal versions, change orders, task assignments, and installation timelines. The connector also pulls workflow automation logs, team collaboration data, and centralized sales and installation reports. Data refreshes on your export schedule.

How often does Solo data refresh?

Solo data refreshes on your export schedule, capturing new leads, proposal updates, milestone changes, and task assignments each time an export reaches Improvado by email, SFTP or S3. For time-sensitive operations like site survey scheduling or PTO tracking, schedule more frequent exports.

Can the AI agent write data back to Solo?

No. Solo data reaches Improvado as file exports, so the agent does not change anything in Solo. It flags stalled project milestones, overdue tasks, pending change orders and proposal statuses, sends reports and alerts to Slack or email, and recommends next steps for your team to take in Solo.

Is Solo data secure with Improvado?

Improvado is SOC 2 Type II certified, HIPAA compliant, and GDPR ready. All Solo data is encrypted in transit via TLS 1.3 and at rest using AES-256. Delivery credentials are stored in Improvado's secure vault with role-based access controls. Improvado never shares your solar CRM data with third parties and supports custom data residency requirements.

How does Solo connect with other platforms in Improvado?

Improvado maps Solo leads, proposals, and milestones to its Common Data Model, unifying solar pipeline data with insights from 1,400+ data sources. Your AI agent can correlate Solo project timelines with ad spend from Google Ads, lead quality from Facebook Ads, and customer support tickets from Zendesk. Cross-platform analysis enables questions like 'Which Facebook lead sources have the highest proposal-to-PTO conversion rates?' answered in seconds.

Customer stories

See all customer stories →

“Improvado saves about 90 hours per week and allows us to focus on data analysis rather than routine data aggregation, normalization, and formatting.”

Jeff Lee

Head of Social, Media Buy, Influencer & Marketing Data, ASUS

Read story

“Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours.”

Marc Cerniglio

Insights & Automation Manager, Chacka Marketing

Read story

Put an AI agent on your Solo today

Set it up once. Your agent starts reading and monitoring as soon as the first export lands.

Get your agent View all 1,400+ data sources