How to Create Certificates From CSV
This guide explains how to Create Certificates From CSV in a repeatable workflow that works for one document and for a larger imported batch.
Why this step matters
In bulk production, most failures begin in the spreadsheet rather than in the design. A stable workflow needs consistent headers, one recipient per row, and a check for blanks and duplicates.
Treat the import file as a structured table, not as a visual worksheet.
Step-by-step workflow
- 1
Use one header row and avoid merged cells.
- 2
Place one recipient in each following row.
- 3
Keep stable column names such as full_name, course, date and number.
- 4
Import the file and review the data report.
- 5
Remove blank rows, extra spaces and duplicates.
- 6
Generate numbers and review a sample before exporting the full batch.
Practical example
A practical sheet can include full_name, course, hours, date, issuer and score. Leave an unused value empty and hide it with a condition instead of inserting dashes or placeholder characters.
Pre-export checklist
- The purpose is stated precisely.
- Recipient data has been checked.
- Branding is consistent.
- Long values fit the layout.
- The QR code, number and dates are correct.
- A sample PDF has been reviewed.
Common mistakes to avoid
- merged cells or extra title rows above the table
- mixed date formats
- two people stored in one row
- reusing a number from an earlier batch
The built-in project checker helps identify missing fields, duplicate values and possible text overflow, but the issuer should still review source data and a representative sample.
Apply the guide in the generator
Data stays in the browser. You can work with one recipient or import an Excel/CSV file.