NewRecipientsNo. 037
Import recipients from CSV or Excel
Upload a spreadsheet, map its columns to recipient fields and certificate Attributes, and prepare the batch before issuing.
By Ashwin Shenoy · Founder and engineer
Most event lists start in a spreadsheet. The work is in the columns that do not match.
Recipients can be imported from CSV or Excel.
- Upload the file.
- Match each source column to recipient name, email, or a certificate Attribute.
- Review the prepared rows and fix validation problems.
- Skip duplicate entries, then queue the batch for issuing.
A fest list often has separate columns for name, college, team, and event. Mapping them once turns the spreadsheet into recipient records without retyping names or rebuilding the list for every certificate.
Importing does not spend credits. A credit is used when a certificate is issued.
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