With the import function, you have the possibility to quickly and easily add various data to your be.ENERGISED instance. The selection for import profiles is limited to authentication media, production data for RFID cards, SIM card data and customer & contact information. Five steps can be noted for the basic procedure:
- Create CSV file with necessary and desired information
- Select correct import profile, separation etc
- Start upload
- Correctly assign the fields according to the columns from the CSV file
import
In the following, the individual steps for the successful import of files are explained in detail:
Under the menu Settings/Imports/Add new import job you can import CSV files. Please make sure that ALL fields are filled in and that you have selected the correct format (CSV UTF-8 (separated by separators) (*.csv)) when saving your file!
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When importing a UTF-8 CSV file, set the Delimiter to ";" please. |
How to import authentication media?
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Normally, RFID cards are first implemented in the be.ENERGISED instance. When implementing RFID cards, at least the tag ID of each card must be specified. However, it is recommended to additionally enter a card number or card label in order to simplify the search and/or assignment of a specific card afterwards.
When issuing the card to the EV-driver, you can then assign all further customer-specific data to the respective card. Therefore, a CSV file for importing identification media could look like shown below.
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As soon as you define a CSV file and start the data import, further functionalities can be selected:
Operated by: Drop-down; select between the companies you have created (user management/companies/registered companies), use only if the issuing company is the same for all cards
Owner: Drop-down, use only if owner is the same for all authentication media; select between a CRM contact you have created
Billing contact: Drop-down; choice between a CRM contact you have created, use only if the "Billing contact" is the same for all cards.
Rate: Drop-Down; possibility to choose between tariffs you have created (Finance/Tariffs & invoicing/Rate management)
EMP: Drop-down; possibility to choose between predefined EMPs
Tag ID: Possibility to select a column of the imported CSV file (provided by the supplier). The Tag ID is a mandatory field
Card number: CSV file (can be assigned arbitrarily, free text field)
Card label: CSV file (can be assigned arbitrarily, free text field)
Comment: CSV file (can be assigned arbitrarily, free text field)
Valid from: Column in CSV file (YYYY-mm-dd\THH:mm:ssP) Ex: 2022-08-30T21:59+00:00 (is UTC time) to display in backend 30.08.2022 23:59 (CET) (time is optional and will be set to 00:00 automatically if not specified)
Expires at: Column in CSV file (YYYY-mm-dd\THH:mm:ssP) Ex: 2022-08-30T21:59+00:00 (is UTC time) to display in backend 30.08.2022 23:59 (CET) (time is optional and will be set to 00:00 automatically if not specified)
Active?: CSV file
| If you import RFID card data, you can initialize the activation of the card with the value 1 or import a card as inactive with the value 0. |
EMAID (eg. AT-HTB-0000101): CSV file (unique identification number for roaming via Hubject (only relevant for EMPs)) Further information on the EMAID can be found here under Provider ID (after opening the page set the language to English please).
PIN: CSV file
Status of the medium: Column in the CSV file, the following IDs are possible
1 => In stock
2 => Issued
3 => Lost
4 => Defective
5 => Ordered (supplier)
6 => Ordered by customer
7 => Virtually issued
Customer reference: CSV file
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Before you click on Schedule Import now!, please select the type of import. There are three possibilities:
Insert:
- inserts new data records
- updates existing data records
- existing records are not deleted
Update:
- new data records are not inserted
- updates existing data records
- existing records are not deleted
Reset:
- resets the database
- inserts all data records
- existing data records are deactivated
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Warning! All existing identification media not included in the CSV are deactivated with the reset function. |
Please also check the box "The first line contains a headline?" if this applies to your CSV file.
Import of customer and contact information
When importing customer and contact information, you are given the following options:
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If available, create RFID card and assign customer? Yes or No
Assign to EMP Choice between pre-defined EMPs
Assign to tariff: Choice between pre-defined tariffs
Create a company for contact and assign contact? Yes or No
Create prepaid accounts? NO LONGER IN USE! Please ignore or set to NO.
Managed by: Choice between pre-defined companies
This is a mandatory field.
Create portal user: Yes or No
If a portal user is created, a password should be set too. (see below)
Honorific: Possibility to select a column of the imported CSV file
| The salutation distinguishes whether the contact is classified as a person or as a company. There are only a few selected values that are recognized e.g. Mr, male -> Mr e.g. Mrs, Ms, female -> Ms e.g. co, company -> Company |
Customer number: CSV file
Title: Column in the CSV file (can be assigned arbitrarily), has nothing to do with the name of the CRM contact, this must be entered via first and last name
Affiliated company: CSV file
Last name / Company name: CSV file
First name: CSV file
| How to import company names To ensure that the name of a company is displayed correctly after import, it is important to enter the name of the company in the field “Last Name” AND in the field “First Name”. |
Street: CSV file
ZIP: CSV file
City: CSV file
Country: CSV file
Phone: CSV file
Fax: CSV file
E-Mail: CSV file
Comment: CSV file
Ust. ID: CSV file
Revenue account: CSV file
Tag ID of RFID Card: CSV file
Number of the RFID card: CSV file
Expiration date of the RFID card: CSV file
Password for portal access: CSV file
If the password is not set, the "Reset Password" function in the portal cannot be used.
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In the list, you can see that the import was successful.
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The imported contacts are now in the CRM:
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Import of users
When importing users, you have these options:
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Username: CSV file; is the username used to log in to be.ENERGISED. The username is a mandatory field!
Active: CSV file; 1=active / 0=deactivated.
Email: CSV file; the email field is a required field!
First name: CSV file
Last name: CSV file
Phone: CSV file
Analytic account (Cost center): CSV file
Company: CSV file; the ID of the company from your company structure must be used for this.
Position: CSV file
Department: CSV file
Language: CSV file; 1=English / 2=German
Password: CSV file
Group(s): CSV file; for the group, the "internal ID" must be entered in the CSV file. You can read out the internal ID of the respective groups by selecting the group in your user administration and clicking on the "Rights" button. Then move the cursor of your mouse over the tab "General Settings". You should then be able to read out the internal ID of the group in the bottom left corner. In the example below, the internal ID would be "1240".
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Version: 2022-12-12 14:17:01 UTC