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Open: Retailer Settings → Integrations → GreenDeal. You need integration-management access.
1

Find your credentials

In GreenDeal Retail Portal → Settings → APP Credentials, obtain the Client ID and Client Secret for your retailer.
2

Verify the account

Choose Connect account. Select Live account or Staging / test account, then enter Client ID and Client Secret. Choose Verify credentials.
3

Confirm the identity

Read the verified Client ID and environment. Confirm they belong to this retailer, then choose Connect verified account.
4

Link a project

Open Projects & Jobs, select the project and open its GreenDeal area. Review a suggested match or search for the provider record. Compare the customer, installation address and reference before confirming the association.
5

Check the result

Review application details, evidence/files, certificate information and reported payment details. Check the last successful update and any error message.

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Use the linked information

GreenDeal application progress, certificate progress, inspection and payment can move independently. A reported certificate quantity is not proof that the rebate has settled. Open supporting details when the status needs explanation. Refresh or sync using the action available on the linked record. If it fails, retain the known information and resolve the account or provider error. Do not treat an empty response as a confirmed absence of applications.

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Change accounts carefully

Use Update credentials when access changes. Recheck the identity and environment. Before disconnecting, review which linked projects depend on the connection and the confirmation shown.