How to prepare to upload your Spreadsheet
Issuing certificates to a big group? Here’s how to upload a spreadsheet with recipient details and generate credentials in just a few clicks.
You'll just need to prepare:
A Group with a chosen Credential design.
A CSV or XLSX file containing all the recipients' data.
💡Don't know how the file should look? You can download a sample here!
Step-by-step Instruction
Click on Issue Credentials, and select the "Via spreadsheet upload" option.
Click Upload Recipient list and select the file you want to upload from your device.
After choosing the file to upload, select the columns you want to include. To proceed, mark the columns to import and press on Next:
5. Once the file is uploaded, you'll be moved to our smart table view. In the smart table, map each dynamic attribute to the column from the file. This tells the system where each piece of data should go.
Feel free to skip the column if you don't need it!
💡 Did you notice any issues in your file, or import the wrong one? No worries - you can import another one using the Reupload Spreadsheet button!
6. If needed, edit any values you want by pressing the pen button under Actions.
Once you're satisfied with the results, just press the green Save button, and if you want to cancel them - click on the red Cancel button:
7. When you're ready to proceed, press on Preview Before Issuing button. You'll have the option to check all the credentials generated for your recipients, as well as the delivery email that will be sent to them.
8. If everything looks fine to you, just click on Issue Credentials, and you're done!
Congratulations! You just learned how to issue hundreds of credentials using a spreadsheet upload. Think of all the time saved 😎
💡Want to learn more about the whole issuing process? Check our Guide to Issuing Credentials!
Need more help?
If you still have some questions, do not hesitate to contact us via the chat icon or email us directly: [email protected]