How do I bulk import accounts?

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?

1. Navigate to Accounts in the left-side menu.
2. Click the dropdown arrow next to New, then select Bulk import legacy.
   • This opens the Bulk import history page.
3. Click Import.
4. In the Upload bulk import window, click Download template to get the mass import template.
5. Fill in the template using the reference table below.
6. Drag and drop the completed file into the upload area, or click it to browse and choose the file.
7. 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?

1. Navigate to Accounts in the left-side menu.
2. Click the dropdown arrow next to New, then select Bulk import legacy to open the Bulk import history page.
3. Click any import in the list to open its details.
4. If there are errors, you can see which row needs to be corrected.

How do I set custom join codes in a bulk import?

You can give each new account its own join code in the import. Drivers and fleet managers enter the code to join the account. Join codes work in Bulk import, not in Bulk import legacy.

1. Navigate to Accounts in the left-side menu.

2. Click the dropdown arrow next to New, then select Bulk import.

   

3. Download the template, or paste your rows into the grid.

4. Enter a code in the Join code column of each account that needs one. The column is optional.

5. Fix every row the grid flags, then import the rows.

The import checks each code before it creates any account:

• A code has 4 to 50 characters.
• A code is unique across all accounts on Monta. A code that another account already uses, or that appears twice in your file, is flagged.
• A code from a file is converted to the form Monta stores: lowercase letters, numbers and hyphens. For example, MVV ZF 01 becomes mvv-zf-01. The grid shows the code that will be saved.
• A code you type into a grid cell is checked as you typed it. Use lowercase letters, numbers and hyphens only.
• A value that has no letters or numbers to convert, such as punctuation only, is flagged.
• If Monta cannot check a code, only that row is held back. Select the option to re-check it.

A flagged row does not stop the other rows from importing. If you leave the code empty, Monta generates one.

If an account is created but its code cannot be saved, the row shows The account was created, but its join code wasn't saved. Set the code in the account's settings. Importing the row again does not work, because an account with that name now exists.

The import only creates accounts. To change the join codes of existing accounts, change each code in the account's settings.

If you create accounts through the Partner API, send the optional joinCode field when you create or update an account. The API returns a 422 error when the code is already taken.

Template reference table

Every column in the template must be filled in. Leaving a required field empty will cause the import to fail.

Field name	Description	Comments
Charge point identifier	Serial number of the charge point	Each charge point socket must be on a separate row.
Charge point brand	Brand of the charge point
Charge point model	Model identifier as registered in Monta	You must enter the exact charge point model identifier as registered in the Monta system. Go to the supported charge points page, find the model, and copy the exact Identifier from the datasheet table.
Charge point name	Name for the charge point
Charge point connector	Which socket of the charge point this is
Charge point max power	Max current of the charge point
Site external ID	A name or number you use to identify the site	Can be the same as the site name.
Site name	Name of the charge point site
Site street, Zipcode, City, Country	Address where the charge point site is located
Site installer email	Email of the installer who will install the charge points
Account name	Name for the account
Account external ID	A name or number you use to identify the account	You can define this yourself.
Account type	Specify if the account is an operator, professional, or private account	The account type is case-sensitive and must be entered in lowercase.
Account contact email	Email that will receive informational emails from Monta
Account finance email	Email that will receive all receipts and invoices from Monta
Account company name	Company name for Professional accounts (also required for Private accounts, though it will not be visible in Monta Hub)
Account VAT number	VAT number
Account street, Zipcode, City	Address of the account
Account country	Country of the account	Use country abbreviations: DK (Denmark), CH (Switzerland), GB (United Kingdom), DE (Germany), FR (France).
Account owner email	Email of the person who will be the account owner	This person must already have a Monta account.

Bulk import template fields explained