{"id":2301,"date":"2024-12-20T12:54:27","date_gmt":"2024-12-20T11:54:27","guid":{"rendered":"https:\/\/certifyhub.net\/?post_type=epkb_post_type_1&#038;p=2301"},"modified":"2025-01-08T18:09:49","modified_gmt":"2025-01-08T17:09:49","slug":"how-to-prepare-an-excel-file-for-automatic-certificate-generation","status":"publish","type":"epkb_post_type_1","link":"https:\/\/certifyhub.net\/en\/baza-wiedzy\/how-to-prepare-an-excel-file-for-automatic-certificate-generation\/","title":{"rendered":"How to Prepare an Excel File for Automatic Certificate Generation?"},"content":{"rendered":"\r\n\t\t<div id=\"eckb-article-page-container-v2\" class=\"eckb-article-page-content-counter eckb_ap_active_theme_certifyhub \" data-mobile_breakpoint=\"768\">    \t\t\t\t<a href=\"#eckb-article-content\" class=\"eckb-skip-link eckb-screen-reader-text\">Skip to main content<\/a>   <div id=\"eckb-article-header\" >\r\n\t\t<div id=\"epkb-ml__module-search\" class=\"epkb-ml__module \">   \r\n\t\t<!-- Modern Search Layout -->\r\n\t\t<div id=\"epkb-ml-search-modern-layout\">    \t\t<div class=\"epkb-ml-search-title\">How can we help?<\/div>   \t\t\t<form id=\"epkb-ml-search-form\" class=\"epkb-ml-search-input-height--medium\" method=\"get\" onsubmit=\"return false;\" data-collection-id=\"1\">\r\n\t\t\t\t<input type=\"hidden\" id=\"epkb_kb_id\" value=\"1\" >\r\n\r\n\t\t\t\t<!-- Search Input Box -->\r\n\t\t\t\t<div id=\"epkb-ml-search-box\">\r\n\t\t\t\t\t<input class=\"epkb-ml-search-box__input\" type=\"text\" name=\"s\" value=\"\" aria-label=\"Search the documentation\" placeholder=\"Search the documentation\" aria-controls=\"epkb-ml-search-results\" >\r\n\t\t\t\t\t<button class=\"epkb-ml-search-box__btn\" type=\"submit\">\r\n                        <span class=\"epkbfa epkbfa-search epkbfa-ml-search-icon\"><\/span>\r\n                        <span class=\"epkbfa epkbfa-spinner epkbfa-ml-loading-icon\"><\/span>\r\n                    <\/button>\r\n\t\t\t\t<\/div>\r\n\r\n\t\t\t\t<!-- Search Results -->\r\n\t\t\t\t<div id=\"epkb-ml-search-results\" aria-live=\"polite\"><\/div>\r\n\t\t\t<\/form>\r\n\t\t<\/div>  \r\n\t\t<\/div>  <\/div>\r\n\t\t\t<div id=\"eckb-article-body\">  <div id=\"eckb-article-left-sidebar\" ><\/div>\r\n\t\t        <article id=\"eckb-article-content\" tabindex=\"-1\" data-article-id=\"2301\" >                        <div id=\"eckb-article-content-header-v2\" ><div id=\"eckb-article-content-header-row-1\"><div class=\"eckb-article-content-header-row-left-group\"><div id=\"eckb-article-back-navigation-container\"><div class=\"eckb-navigation-back  \"  style=\"margin-top: 4px; margin-right: 15px; margin-bottom: 4px; margin-left: 4px;\" ><div tabindex=\"0\" class=\"eckb-navigation-button\"  style=\"padding-top: 5px; padding-right: 10px; padding-bottom: 5px; padding-left: 10px; color: #8367eb; background-color: #ffffff; font-size:14px;border-radius: 3px; border-style: none; border-width: 1px; border-color: #b5b5b5;\"  onclick=\"history.go(-1);\" >&lt; All topics<\/div><\/div><\/div><div id=\"eckb-article-content-breadcrumb-container\">\r\n\t<div class=\"eckb-breadcrumb\"  style=\"padding-top: 0px; padding-right: 4px; padding-bottom: 0px; padding-left: 4px; margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; font-size:14px;\" >    \t\t<nav class=\"eckb-breadcrumb-outline\" aria-label=\"Breadcrumb\">\r\n\t\t\t<ul class=\"eckb-breadcrumb-nav\">       <li  style=\"font-size:14px;\" >\t<span class=\"eckb-breadcrumb-link\"><a tabindex=\"0\" href=\"https:\/\/certifyhub.net\/en\/knowledge-base\/\"><span  style=\"color: #8367eb;\"  >Main<\/span><\/a><span class=\"eckb-breadcrumb-link-icon ep_font_icon_arrow_carrot_right\" aria-hidden=\"true\"><\/span>\t<\/span><\/li><li  style=\"font-size:14px;\" >\t<span class=\"eckb-breadcrumb-link\"><span aria-current=\"page\" style=\"color: #8367eb;\"  >How to Prepare an Excel File for Automatic Certificate Generation?<\/span>\t<\/span><\/li>\t\t\t<\/ul>\r\n\t\t<\/nav>\r\n\r\n\t<\/div>          <\/div><\/div><\/div><div id=\"eckb-article-content-header-row-2\"><div class=\"eckb-article-content-header-row-left-group\"><div id=\"eckb-article-content-title-container\"><h1 class=\"eckb-article-title\">How to Prepare an Excel File for Automatic Certificate Generation?<\/h1><\/div><\/div><\/div><\/div><div id=\"eckb-article-content-body\" >\n<p>If you use your own variables in your certificate template, you can automatically issue certificates to multiple participants at once, saving you tons of time. To do this, you need a properly prepared file with recipient data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Download the Template File<\/h2>\n\n\n\n<p>After logging into the program, go to the &#8220;Credentials&#8221; tab in the navigation menu on the left and click &#8220;Issue new credential.&#8221; <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"563\" src=\"https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_01-1024x563.png\" alt=\"\" class=\"wp-image-2530\" srcset=\"https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_01-1024x563.png 1024w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_01-300x165.png 300w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_01-768x422.png 768w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_01-1536x845.png 1536w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_01-2048x1126.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>This will take you to the credentials creator, where you should click the &#8220;Import from file&#8221; button to easily download an .xlsx file. <strong>The first row in the downloaded file contains system variable names that need to be filled with correct data<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"563\" src=\"https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_03-1024x563.png\" alt=\"\" class=\"wp-image-2535\" srcset=\"https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_03-1024x563.png 1024w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_03-300x165.png 300w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_03-768x422.png 768w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_03-1536x845.png 1536w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_03-2048x1126.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"563\" src=\"https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_04-1024x563.png\" alt=\"\" class=\"wp-image-2539\" srcset=\"https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_04-1024x563.png 1024w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_04-300x165.png 300w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_04-768x422.png 768w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_04-1536x845.png 1536w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_04-2048x1126.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Fill in Recipient Data<\/h2>\n\n\n\n<p>Open the downloaded file and:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter each recipient&#8217;s name and email address in subsequent rows.<\/li>\n\n\n\n<li>If you want to add personalized information, create new columns. In the first row of each new column, exactly type the variable name that matches the system configuration.<\/li>\n<\/ul>\n\n\n\n<p>Remember that email addresses must be valid for the program to successfully deliver certificates to recipients.<br>Tip: Empty fields in variable columns will be ignored by the system.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"563\" src=\"https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/CertifyHub_poswiadczenie_05-2-1024x563.png\" alt=\"\" class=\"wp-image-2489\" srcset=\"https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/CertifyHub_poswiadczenie_05-2-1024x563.png 1024w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/CertifyHub_poswiadczenie_05-2-300x165.png 300w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/CertifyHub_poswiadczenie_05-2-768x422.png 768w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/CertifyHub_poswiadczenie_05-2-1536x845.png 1536w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/CertifyHub_poswiadczenie_05-2-2048x1126.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Upload the File to the System<\/h2>\n\n\n\n<p>After completing and saving the file, click the &#8220;Import from file&#8221; button again and upload your prepared file (click &#8220;Choose file&#8221;). The system will automatically import recipient data, which will be displayed in the credentials creator.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"563\" src=\"https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_06-1024x563.png\" alt=\"\" class=\"wp-image-2541\" srcset=\"https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_06-1024x563.png 1024w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_06-300x165.png 300w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_06-768x422.png 768w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_06-1536x845.png 1536w, https:\/\/certifyhub.net\/wp-content\/uploads\/2024\/12\/ENGCertifyHub_Credentials_06-2048x1126.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Verify Data Before Publishing<\/h2>\n\n\n\n<p>After importing the data, check if all information is correct. You can use the preview option to make sure the certificates look as expected before they&#8217;re sent.<\/p>\n\n\n\n<p>If you have any problems preparing the file or uploading it to the program, contact us at <a href=\"mailto:support@certifyhub.net\">support@certifyhub.net<\/a> or you can access the chat with our Customer Service department in the &#8220;Help Center&#8221; tab.<\/p>\n<\/div><div id=\"eckb-article-content-footer\" ><\/div>\r\n\t\t        <\/article><!-- \/#eckb-article-content -->     <div id=\"eckb-article-right-sidebar\" ><\/div>\r\n\t\t\t<\/div><!-- \/#eckb-article-body -->              <div id=\"eckb-article-footer\" ><\/div>\r\n\t\t<\/div><!-- \/#eckb-article-page-container-v2 -->\r\n\r\n\t\t<style id=\"eckb-article-styles\" type=\"text\/css\">@media only screen and (min-width:768px){#eckb-article-page-container-v2 #eckb-article-body #eckb-article-content #eckb-article-content-header-v2 #eckb-article-content-header-row-1,#eckb-article-page-container-v2 #eckb-article-body #eckb-article-content #eckb-article-content-header-v2 #eckb-article-content-header-row-2,#eckb-article-page-container-v2 #eckb-article-body #eckb-article-content #eckb-article-content-header-v2 #eckb-article-content-header-row-3,#eckb-article-page-container-v2 #eckb-article-body #eckb-article-content #eckb-article-content-header-v2 #eckb-article-content-header-row-4,#eckb-article-page-container-v2 #eckb-article-body #eckb-article-content #eckb-article-content-header-v2 #eckb-article-content-header-row-5{flex-direction:row;}}#eckb-article-content-header-row-1{margin-bottom:30px;}#eckb-article-content-header-row-1 .eckb-article-content-header-row-left-group,#eckb-article-content-header-row-1 .eckb-article-content-header-row-right-group{align-items:center;}#eckb-article-content-header-row-2{margin-bottom:15px;}#eckb-article-content-header-row-2 .eckb-article-content-header-row-left-group,#eckb-article-content-header-row-2 .eckb-article-content-header-row-right-group{align-items:flex-end;}<\/style>   ","protected":false},"excerpt":{"rendered":"<p>Skip to main content How can we help? &lt; All topics Main How to Prepare an Excel File for Automatic Certificate Generation? How to Prepare an Excel File for Automatic Certificate Generation?If you use your own variables in your certificate template, you can automatically issue certificates to multiple participants at once, saving you tons of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"epkb_post_type_1_category":[],"epkb_post_type_1_tag":[],"class_list":["post-2301","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Prepare an Excel File for Automatic Certificate Generation? - CertifyHub<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/certifyhub.net\/en\/baza-wiedzy\/how-to-prepare-an-excel-file-for-automatic-certificate-generation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Prepare an Excel File for Automatic Certificate Generation? - CertifyHub\" \/>\n<meta property=\"og:description\" content=\"Skip to main content How can we help? &lt; All topics Main How to Prepare an Excel File for Automatic Certificate Generation? 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