The Setup Phase is the bridge between initial planning and full-scale platform deployment. It ensures your operational environment is fully prepared, all configurations are tested, and your key data is verified, minimizing surprises during migration and go-live. By validating your setup early, you ensure your EV charging management system is scalable, compliant, and ready for live operations.
Primary Goals
Validate site, user, and API configurations
Ensure critical data is correctly formatted and complete
Finalize pricing and business logic
Lay a solid foundation for migration and testing in production
These steps reduce the risk of downtime and ensure your EV charging network launches smoothly and efficiently.
Setup Checklist
1. Test Different Site Structures
Create and experiment with varied site hierarchies (e.g., per location, per customer, or per region)
Ensure they align with your access control, billing, and reporting needs
👉 Consider future scalability and Sub-CPO requirements
2. Test User Roles & Permissions
Define user types: Admin, Site Manager, Operator
Test role-based access controls
Verify visibility and restrictions across different sites
👉 Use test accounts to simulate real-world scenarios
3. Validate API Structures and Solutions
Configure and test your planned API integrations
ERP/CRM syncs
Push API (if applicable)
OCPI endpoints
Confirm API responses align with your internal systems
👉 Use Postman or similar tools for endpoint simulation
4. Prepare Driver Data
Clean and format your driver records
Include relevant metadata (e.g., name, RFID, contact details)
Validate structure against eMabler import format
👉 Ensure GDPR compliance where applicable
5. Verify Token Data
Confirm RFID tokens are:
Unique
Assigned to drivers (if applicable)
Correctly categorized (test, operational, etc.)
Clean up duplicates and legacy test tokens
6. Finalize Site Data
Review and enrich site metadata: name, ID, address, type, etc.
