> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Formbay

> Bring application progress and evidence into Projects & Jobs.

**Open:** **Retailer Settings → Integrations → Formbay**.

1. Obtain an authorised Formbay bearer token for your business.
2. Choose **Connect account** and paste it into **Auth bearer token**.
3. Select **Verify token**.
4. Confirm the company returned by verification.
5. Choose **Connect** for that company.
6. Open the relevant project and associate the correct Formbay application.

Verify the company identity before connecting. If verification fails, check token validity and access with your Formbay administrator; do not post the token in a support message.

## Link or import the right application

When using the import controls, choose the scheme and inspect the available installation/application details. Search existing projects first. Review the provider reference and installation address before importing or associating a record.

Open the linked application's details to inspect application status, Formbay job status and reported evidence. **Missing**, **Unknown** and **Complete** have different meanings. Unknown evidence is not proof that a requirement was met.

## Maintain the connection

Use **Replace token** when credentials change. Check the company again. Disconnecting stops sync and removes the saved token; previously synced information and projects are retained as described by the confirmation.

If a status looks old, check its observation time and the last successful sync. Complete the provider-side work in Formbay when ArcSolar does not offer that action.

<Frame caption="Simulated Formbay evidence: submitted, installed and complete evidence are separate states.">
  <img src="https://mintcdn.com/arc-solar/HdFcgzCFbhd-N5wW/images/formbay.png?fit=max&auto=format&n=HdFcgzCFbhd-N5wW&q=85&s=5d065d7b039118941a35749273bf014f" alt="Formbay application with expanded Battery STC statuses and a missing installer signature warning." width="2880" height="2000" data-path="images/formbay.png" />
</Frame>

## ArgonixIntelligence in this workflow

Treat provider evidence as the input for operational follow-up. Intelligence does not replace Formbay's application approval or certify missing evidence.


## Related topics

- [Connect your tools](/integrations/overview.md)
- [Track rebates and certificate progress](/delivery/rebates.md)
- [Connect GreenDeal](/integrations/greendeal.md)
- [Connect Meta leads in both directions](/integrations/meta.md)
- [Set up Stripe customer payments](/integrations/stripe.md)
