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Import certificates

Bulk-import students and their certificates from a spreadsheet (.xlsx / .xls / .csv): upload → map columns → preview → import. Duplicates are skipped automatically.

When to use

To load many certificates at once instead of issuing them one by one.

Where

  • Sidebar: Certificates → "Import Certificates"
  • URL: /partner/certificates/import
  • Roles: Owner / Admin / Manager.

Step-by-step

  1. Open "Import Certificates".
  2. Upload: drop your spreadsheet ("Drop your spreadsheet here or click to upload"). Required columns: Email, First Name, Last Name, Document Number. Optional columns include phone, standard type, welding method/position, connector/product type, material group, thickness, pipe diameter, expiration date, device type. Import certificates — spreadsheet upload
  3. Column Mapping: map your spreadsheet columns to the expected fields (auto-detected mappings are pre-filled; use "-- Skip --" for columns to ignore).
  4. Preview the parsed rows (rows with errors are flagged). Import certificates — column mapping
  5. Click "Import N certificates".
  6. Review the result: Total, Created, Skipped (duplicates), Failed.

Fields & validation

Step Notes
File .xlsx, .xls, .csv. Empty spreadsheet → "Spreadsheet is empty".
Mapping Required fields must be mapped: Email, First Name, Last Name, Document Number.
Preview Shows row count and "{n} rows with errors".

What happens / outcome

  • Students are created (or matched) and certificates added. Toast: "Import complete: {created} created, {skipped} skipped, {failed} failed".
  • Duplicates — same document number for the same student — are skipped automatically.
  • New students follow the same activation flow as single issue.

Edge cases & errors

  • Rows with errors are counted in the preview; fix the source data and re-upload.
  • Import failed: a toast reports the failure; check the file format and required columns.

FAQ

  • Which columns are mandatory? Email, First Name, Last Name, Document Number.
  • Will it create duplicates? No — the same document number for the same student is skipped.