Before you start
Prepare all the information for each account before starting the import, including the charge points you want to add and the account address. Using bulk import, you can create accounts with all information filled in, charge points added, and an account owner assigned. You will still need to invite other members to each account separately.
How do I bulk import accounts?
- Navigate to Accounts in the left-side menu.
- Click the dropdown arrow next to New, then select Bulk import legacy.This opens the Bulk import history page.
- Click Import.
- In the Upload bulk import window, click Download template to get the mass import template.
- Fill in the template using the reference table below.
- Drag and drop the completed file into the upload area, or click it to browse and choose the file.
- Click Upload.You will receive an email notification when the import is complete.
If any information in the template is missing or invalid, you will receive an email specifying which field needs to be corrected. Correct the field and import the file again.
How do I find the import history?
- Navigate to Accounts in the left-side menu.
- Click the dropdown arrow next to New, then select Bulk import legacy to open the Bulk import history page.
- Click any import in the list to open its details.
- If there are errors, you can see which row needs to be corrected.
Template reference table
Every column in the template must be filled in. Leaving a required field empty will cause the import to fail.