How to Upload Creditials to Namm Site
Using an XLS or CSV spreadsheet is the best way to create a big number of credentials all in one get with just a few clicks.
Starting the Procedure
You tin kickoff the procedure by either:
- Going to 'Groups' at the top of the Dashboard, selecting the group you lot wish to issue from, and selecting 'Create Credentials.'
- Get to 'Credentials' at the top of the Dashboard, then click on 'Create Credentials' at the top right-manus corner of the Credentials Overview. A pop-upward window will appear asking you which group you would like to upshot from.
No thing which way y'all choose to offset the process, you will land here, at the starting time of the 'Create Credentials' procedure:
Publish Credentials Using a Spreadsheet Upload
ane. Brand sure that you have your XLS or CSV file with all your students' information in it fix to go. If you have a number of attributes on your certificate design, brand sure that all the relevant information for those attributes appears on your spreadsheet, each with its ain column. If you need a template for your spreadsheet, you lot can click the 'Download Spreadsheet Template' push at the top correct-hand corner of the 'Create Credentials' page.
2. On the 'Create Credentials' page, click on the greenish button chosen 'Upload Spreadsheet'. You will and then be asked to select the relevant file from your computer.
3. The Accredible system will and then analyze and validate your spreadsheet, looking for all the available data fields it can use.
4. Once the spreadsheet has been validated, you will need to assign the columns to the correct attributes if the organisation couldn't recognize them outright. If in that location is a column that our system has identified that you don't want to apply on your credentials, you will demand to click 'Skip.' Once you have assigned or skipped all of the columns, click on the 'Side by side button at the bottom right-hand corner of the page.
Important Notation: It is important that the format of the dates you upload are either 'MM/DD/YYYY', 'DD/MM/YYYY', or 'YYYY/MM/DD'. Y'all must too ensure yous assign the corresponding format afterward importing your spreadsheet.
5. Choose whether you would like to review these credentials or publish them immediately. If this is your first spreadsheet upload, we recommend only checking the box adjacent to "I would like to create # new credentials" and and so clicking 'go on.'
6. Once the upload is consummate (if your spreadsheet was big, this could take some time), click "Review Credentials." This volition then take yous to a view of all the unpublished credentials. This is your chance to make sure everything is displaying correctly and to check in that location aren't whatsoever mistakes earlier y'all publish. To see a preview of how one looks, click on its unique credential ID in the ID column.
On the credential preview folio, you lot can amend any of the data that y'all added. So you can easily change the proper noun, email, date, or any other custom attribute data you added if there are any mistakes. Once you're happy, click on the group name above to become back to the credential view.
seven. It's time to publish your credentials! To practise this, select the tick box next to the credentials or tick the box at the top to select all and then click 'Publish' and finally click 'Confirm.' This will then send all recipients an email giving them access to the alive credential.
You've issued your first bulk batch of Accredible credentials. Congratulations!
Issuing Smaller Numbers of Credentials
Yous may not e'er demand to upshot big numbers of credentials at a time, in which case information technology is better to manually input the data for recipients instead of using a spreadsheet. Click here to find out how.
What's Next?
Digital credentials have the ability to tell you more about how your recipients are interacting and using the achievements your event to them. This tin be a huge boom for your business! Find out what you can acquire from the Analytics Overview.
The Analytics Overview
Has this article helped you? Allow us know!
If you would like to tell us virtually whatsoever improvements y'all experience could exist made to this page, you tin e-mail u.s.a. at support@accredible.com.
Source: https://help.accredible.com/how-to-issue-a-batch-of-credentials-spreadsheet-upload
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