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BULK ISSUING

How to create certificates from an Excel list

Prepare an Excel or CSV participant list, validate the rows and publish branded certificates with individual IDs and QR links.

Published by VerifyInt ·
Product guidance reviewed against the current VerifyInt workflow.

Bulk issuing works best when the spreadsheet is treated as the source of participant information and the certificate template as the source of the layout. Keep them separate: one clean list and one approved design are easier to review than hundreds of manually edited documents.

Use the downloadable template

In your VerifyInt workspace, download the participant Excel template from Bulk import. The first worksheet is Participants; a separate sheet explains the fields. Work from the supplied headings rather than guessing column names. Keep member identifiers as text when leading zeroes matter, and do not place unrelated notes above the header row.

Include only information you are authorised to process. Use the holder’s intended display name and check programme details against the course record. Participant contact details do not need to appear in the public certificate record. Read the visibility and access controls before importing a list.

Prepare and check the rows

  1. Confirm the certificate template and field positions.
  2. Fill in a small, representative list first.
  3. Use consistent, unambiguous dates and check start and expiry values.
  4. Import the file and inspect validation messages and mapped columns.
  5. Review draft records and a generated certificate before publishing.

VerifyInt supports up to 500 rows in an import. Larger groups need separate files within that limit. An import creates drafts; uploading a list does not by itself publish certificates or give a pending institution publishing access.

Handle duplicates deliberately

A repeated import can waste review time even where duplicate detection prevents additional records. Keep a clear batch reference and inspect the import result before trying again. When a row is rejected, correct the reported issue rather than changing identifiers simply to get the row accepted.

Check certificate IDs, name spelling and date order in the preview. Use a colleague with the appropriate publishing permission for a final review where your process requires separation between preparation and publication.

Publish within the annual allowance

Publishing requires institution approval, a permitted team role and an active allowance. Annual packages include 120, 600 or 2,400 new certificates per membership year, depending on the package. The import size and annual publishing allowance are different limits. Compare them on the plan comparison.

After publishing, open a sample of the actual records, check the PDFs and scan their QR links. Keep the approved source list under your institution’s retention policy.

VerifyInt is a UK-based certificate issuing and verification platform operated by Exclusive Health Professionals Ltd. Public lookup reports issuer-published records. It does not independently accredit programmes or confirm professional licensing.

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