Enter a completed onboarding form from Airtable and tool creates everything the customer needs in Exploren in one submission, a Partner, a Partner Admin, a Partner Contract, a Location, a Tariff + Tariff Group, and it attaches the chargers from the sales group associated to the form to all of the above. It pre-fills every field it can from Airtable so your job is to review, correct, and submit.
Find it at: tooling.exploren.com.au
What it does
- Looks form in Airtable by form name and pre-fills form.
- Creates the partner a partner contract, the location, tariff and tariff group. OR reuses existing ones when you supply the ID of any of these assets.
- Creates a partner admin login from the Admin Contact, so the customer can sign in.
- Finds the chargers on the sales order (SO/SQ codes from the form) and attaches all previously created/provided assets to the cahrger, along with removing TBC tag/name from charger, and DISABLES the charger. Use Integration Form to enable.
- Shows a full step-by-step report at the end: everything created (with links), everything that failed, and what you need to do manually.
What it does not do
- It does not create Advanced tariffs. If the form asks for an Advanced tariff, the tool skips tariff creation entirely and the report reminds you to build it by hand and attach a tariff group to the chargers.
- It does not create chargers or subscriptions — that is the TBC tool and Integration Form's job. As such you MUST create chargers on TBC, before you onboard them (it would be hard to onboard chargers which do not exist).
- It does not create a partner admin on an existing partner — reusing a partner ID skips that step.
Using the tool, step by step
1. Load the form
Past the form's exact name (as it appears in Airtable, e.g. SO006919 - Some Site Name -) into Onboarding Form Name and click elsewhere. The tool fetches the record and pre-fills every section.
Things that can appear immediately after loading:
- AI form checker warning (amber box) — the Airtable AI found something inconsistent in the customer's answers. Read it; it usually tells you which field to double-check before submitting.
- Existing partner notice — if Airtable lists an existing partner ID, the Partner section collapses and the partner will be reused instead of created. If that ID doesn't exist in Exploren you get a warning and must correct it.
2. Check the instance
The Instance dropdown decides whether assets are created under the Australia or New Zealand operator. It defaults from the sales codes (SONZ/SQNZ → New Zealand) but you can change it freely.
3. Review the Partner section
- To reuse an existing partner, enter its Exploren ID in Existing Partner ID — the tool validates it and shows the partner's name, you then choose if you use an existing contract or new one (which uses the defaults), for the chargers you are on boarding. A Create new partner button appears if you want to clear the ID and go back to creating one.
- Creating new: check the Business Name (also used as the partner's display name), ABN, country/state, and address.
- Create Partner Admin from Admin Contact — ticked by default, creates the customer's login from the Admin Contact below. While it's ticked that contact's name and email are required. Untick it if the customer already has a login.
- Contacts — Technical and Admin are pre-filled and badged when the form said they're the same person as someone else: same as primary, or same as admin for a technical contact the form nominated the Exploren administrator for. If the pre-filled details are incomplete (missing name, email, or phone) an amber note tells you what to fill in. Billing is always its own contact.
4. Review the Location section
- As with partners, an Existing Location ID reuses a location instead of creating one.
- Check the address, postcode (required by Exploren), state, and country.
- The "How to use" description is chosen automatically (DC instructions if any selected charger is DC, otherwise AC untethered). Tethered AC or credit-card-module sites need the description adjusted manually afterwards.
-
Geo Coordinates must be
latitude, longitude(e.g.-33.87, 151.21). Anything else fails location creation — and without a location, chargers are not attached.
5. Review the Tariff section
The tariff type comes from the form but you can change it:
- Free — a free tariff, no pricing fields.
- Basic — energy fee per kWh plus an optional idle fee. This is the only type where the fee fields matter.
- Advanced — the tool creates nothing; build the tariff manually afterwards.
- Skip tariff creation — chargers are attached without a tariff group.
An Existing Tariff ID (this is a tariff group ID) reuses one instead.
6. Select the chargers
The access type (public / private view with public use / fully private) comes from the "who can see / who can use" answers on the form and controls the chargers' visibility settings.
Tick checkbox if plug and charge should be enabled on these chargers.
Chargers are loaded automatically from the SO/SQ codes on the form. If tool cant find charger's associated, you can put your own SO in (that the chargers have been TBC'ed on) and it will use those chargers.
7. Submit and read the report
After submission you land on the report screen:
- ✓ Success — created; the link opens the asset in the Exploren admin panel.
- ✗ Failed — not created; the row shows the exact API error. You must create this manually and link it up.
- ⊘ Skipped — nothing was created deliberately (existing ID reused, Advanced tariff, skipped by operator).
- ⊘ Not attempted — a prerequisite failed, so this step was never tried (see below).
Dependency rules
- If the partner fails, nothing else is attempted.
- If the location fails, chargers are not attached (they'd end up half-configured).
- If the tariff fails, chargers are still attached to the partner and location — the report tells you to create the tariff/tariff group and link it manually.
What is set automatically (not visible on the page)
These values are hard-coded into every submission. PLEASE REACH OUT IF ANYTHING IS WRONG FOR THESE DEFAULTS.
Partner
| Setting | Value |
|---|---|
| Create users | Enabled |
| Technical notifications | Charge point fault notifications enabled |
| Monthly platform fee | $0 |
| Operator | From the Instance dropdown (Australia or New Zealand) |
Partner Admin
| Setting | Value |
|---|---|
| Name and email | The Admin Contact's |
| Role | Partner Admin |
| Password |
Evcharging123! — the same for every account, so the customer should change it on first sign-in |
Partner Contract
| Setting | Value |
|---|---|
| Title | <Business Name> - Partner Contract |
| Type / start date | Revenue sharing, starting today, no auto-renewal |
| Partner revenue share | 100% AC and DC |
| Fixed fee per session | $0.30 (AC and DC) |
| Handling fee | 2.5% |
| Monthly platform fees | $0 per charge point / AC EVSE / DC EVSE |
| Permissions | Remote session control and charge point reset allowed; reservations and firmware updates not allowed |
| Connection fee / electricity cost | Connection fee included in sharing; electricity cost not deducted |
Tariff (Basic only)
| Setting | Value |
|---|---|
| Name | The Location Name (tariff group too) — when an existing location is reused, its name in Exploren is used |
| Minimum price per session | $0.50 (payment providers reject smaller transactions) |
| Pre-authorise amount | $10 |
| Duration fee | $0 (15-minute period) — customers are billed on energy and idle only |
| Idle fee limit per session | $20 (AC) / $50 (DC) |
| AC idle window | AC tariffs with an idle fee are created as day/night tariffs: day 06:00–22:00 with the idle fee, night idle fee $0, identical energy price day and night |
| Connection fee / description | None — the app generates the price description |
Location
| Setting | Value |
|---|---|
| "How to use" description | DC charging instructions if any selected charger is DC, otherwise AC (untethered) instructions |
| Operator | From the Instance dropdown |
Chargers
| Setting | Value |
|---|---|
| Status | Always disabled (goes live at integration) |
| Visibility | From the form's access type: Public Charger → public; otherwise private, with partner access set to "private view public use" or "private view private use" |
| Links | Partner, location, and tariff group IDs from this submission (or the existing IDs you provided) |
Troubleshooting
- "Form not found" — the form name must match Airtable exactly (leading/trailing dashes included). Copy-paste it from Airtable.
-
Location failed with a coordinates error — fix the Geo Coordinates field to
lat, lngformat and re-submit, or create the location manually. - Partner admin failed on the email — that person already has an Exploren admin account. Nothing else is affected; attach the existing account to the partner manually.
- Something failed mid-run — everything already created stays created. To finish the job with the tool: re-load the form, paste the IDs of the already-created assets (from the report links) into the Existing Partner / Location / Tariff ID fields so they're reused instead of duplicated, fix whatever caused the failure, and submit again.
- Charger shows "Not TBC" — it may already be onboarded to another partner/location. Check it in the admin panel before including it.
- Every submission is logged (who submitted, which form, and the outcome of every step), so the result can always be reconstructed after the fact — ask the dev team if you need a past run checked.
Manual follow-ups after a successful run
- Tethered AC or credit-card-module sites: adjust the location's "How to use" description (the tool only knows AC-untethered and DC).
- Advanced tariff customers: build the tariff and tariff group, then attach the group to the chargers.
- Send the partner admin their login and the default password.
- Mark the customer as onboarded in Airtable.
- Chargers remain disabled until integration.
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