Import csv-files

With the import function, you can quickly and easily import various data into the be.ENERGISED instance. The selection for import profiles is limited to Authentication media, production information for RFID cards, SIM cards and customers & contact information. There are five steps to the basic procedure:

create a CSV file with all necessary information
select the correct import profile, separator etc.
start upload
assign fields with 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!

When importing a UTF-8 CSV file, set the Delimiter to ";" please.

How to import authentication media?

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

As soon as you define a csv file and start the data import, further functionalities can be selected:

Operated by: Choice between pre-defined companies
Owner: Choice between pre-defined contacts
Billing contact: see above
Rate: Choice between pre-defined rates
EMP: Choice between pre-defined EMPs
Tag ID: Possibility to select a column of the imported csv file (provided by the supplier) -> Tag ID is a mandatory field
Card number: csv file (you may choose freely)
Card label: csv file
Comment: csv file
Expires at: csv file
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

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

First line contains a headline" if this applies to your csv file.

When importing customer and contact information, you are given the following options:

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? Yes or 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: csv file
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