Generate certificates in bulk via spreadsheet

Generate certificates from spreadsheet data, automatically

Take a list of names, emails, achievements, and special notes from your Excel spreadsheet and – with just a click, turn that information into professionally customized certificates. Create certificates in bulk and forget about spending hours on manual edits. The Certifier online certificate generator from Excel saves your time and effort. That's how it works.

Powerful certificate generator from Excel to create credentials based on spreadsheets and Google Sheets file

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How to create certificates from the spreadsheet?

You won't have to go through each credential separately – because, with Certifier you can auto generate certificates from Excel. Each recipient's unique details are automatically added to your certificate. Ready to turn your Excel into certificates? Follow the steps below to create certificates using the spreadsheet (Google Sheets and Excel file included).

Step 1: Prepare the spreadsheet file

Firstly, let's prepare the spreadsheet from which Certfier will take all the data needed to generate certificates. You don't need to create a new file or clean anything in your original spreadsheet. If you’re using Zoom/Microsoft Teams or LMS (Kajabi, Teachable, etc.) you can download recipients’ data directly from the tool without the need to create a spreadsheet from scratch.

Be sure to include all the essential information you want in your certificate. The two must-haves are recipient name and recipient email – these bits are crucial to automatically generate a certificate and guarantee it’s personalized for the right person. When you're choosing which columns to use, think about what's going on in the certificate. Name and email are a given, but if you've got that extra data points, like grades, make sure to include those columns too.Preparing the spreadsheet data to generate certificates.

Save your spreadsheet in a format Certifier likes (CSV, XLS, or XLSX are all good to go).

Does your spreadsheet look more like this? With first name and last name being in separate columns?

Preparing the spreadsheet to generate certificates in bulk.

Don’t worry, you don’t have to do much. The most vital point is to combine first and last names together as they appear in the recipient's name section on the certification. If you need some help here, download our spreadsheet template to be sure that all the data are well-prepared.

You can also read more about how to prepare the spreadsheet here.

Step 2: Prepare a certificate with dynamic attributes

This is how you make your data from the spreadsheet show up looking sharp on the certificate. Certifier provides dynamic attributes – the text box that allows you to insert personalized content to each certificate based on the data from the spreadsheet. Thanks to that, you can create one certificate template to generate multiple certificates with different names, grades, etc.

In Certifier, go to the Designs dashboard, create a new certificate design, choose a template, and go to the Attributes tab. From there, you can manage all your attributes – remove and add the ones you need. If you would like to add content other than the defaults, e.g., grade, you can do that via custom attributes.

Click the Add Custom Attribute button.

Adding custom attributes to the certificate to generate it easily.

Name the attribute and press Create.

Adding custom attributes, e.g. grades.

Choose by clicking on the Use next to the right attribute or type in the attribute tag. A placed attribute will change to In Use status.

Keep your attribute design consistent – colors, fonts, sizes should all be in harmony with the certificate design. You can upload new elements, change fonts and colors, the sky is the limit here.

Customizing the certificate template to fit branding.

You can also generate a QR code, which leads readers to the digital wallet with the option to share, manage, and download the template. Or, if you want to, you can create a QR code that leads to the custom URL, e.g., your website.

Once you’re happy with the design, save the template.

Step 3: Upload recipients’ data

Alright, time to upload the spreadsheet into Certifier. When you click Save, a window with uploading data will pop up.

If it’s not your first certificate design, you can manage your recipients' data from the Credentials dashboard. Name the certificate group and choose Via spreadsheet upload. Select the prepared file and add the recipients.

Uploading the spreadsheet to the Certifier dashboard.

Pick the columns you want to take data from.

👉 If you’re organizing an event and collecting your recipients' data via forms, it’s possible to generate certificates based Google Form’s responses. Read our article on how to generate certificate from Google form!

Choosing the columns from the spreadsheet that Certifier should take data from.

Step 4: Map the attributes to the spreadsheet columns 

Certifier is pretty smart – it'll help you map your spreadsheet columns to the right places, so names go with names, emails go with emails, and grades go with grades. Map each column to its attribute. When you see a column that you don't want to include, just click the skip column. Double-check to verify everything is in order.

Mapping the certificate attributes with the spreadsheet data.

And if there's a hiccup, like a typo in an email, Certifier's got your back and will help you fix it. Towards the top, you'll see a yellow notification bar that indicates what's wrong. Filter your records using the Show invalid rows option.

Filtering the certificates to fix the issues.

Click the edit option in the Actions column. Fix the errors until you see the green notification bar saying: “Great job. You are ready to go!”.

The green notification within the Certifier dashboard that shows that recipients' details don't have errors.

Step 5: Preview and publish

You're almost at the finish line! Before you auto generate certificates from Excel, take a moment to preview your certificates by clicking Preview Before Publishing. You can easily switch between certificates with the dropdown list: Preview for.

Previewing the certificates before sending them out.

This is your chance to make sure everything looks perfect. Check that all the custom attributes are showing up right and that there's no problem with the design in the certificate editing app. Once you're happy with how everything looks, go ahead and publish.

Step 6: Monitor and track the performance

Now you can review and verify how your recipients engage with certificates. Check certificate status (delivered, shared, unopened), track engagement metrics, and download reports.

For example, you can easily notice that somebody didn’t open an email or forgot to share their certificate on LinkedIn and react quickly to reach out to them again.

Tracking the certificate status within the Certifier dashboard.

The Certifier automatic certificate generator also provides a more detailed Analytics dashboard which can be used to your advantage. They will tell you how to plan your future campaigns, how many people download the credentials as PDFs, or how the engagement is spread across particular social media platforms.

Analytics dashboard to see how many people engage with the generated credentials.

Step 7: Engage the recipients again if needed

Once you’ve explored the engagement metrics, you will know whether or not you need to resend your certificates. Luckily, Certifier offers such a function, and you can easily remind your recipients about their certificates with just one click.

Certifier has three types of customizable automatic emails:

  • Delivery message with the certificate and a link to a digital wallet

  • Expiration date reminder

  • Final email about the certificate’s expiry

You can export all the credentials as a ZIP file with PDFs or as a spreadsheet with all the data, digital wallet links, engagement, and more.

The feature to resend certificates with a one click within the Certifier builder.

Go to the Credentials tab, choose the certificates you want to resend, and click the Resend button. Now, your recipients will no longer be able to resist your credentials.

Good to know: Each certificate email design can be adjusted to your branding. You can add your own company’s logo and colors, change the message, and edit the CTA button. Go to the Emails tab and make the magic happen!

Know why Certifier is the right choice for you

Certifier helps with issuing digital credentials easily. A customer success manager walked me through creating my first badge and certificate. Very helpful!

Adam Van Auken - avatar

Adam Van Auken

Director of Technology

Easiest way to send certificates to webinar attendees! Easy to navigate, could import CSV files of attendees, send them a personalized certificate. Provided choice of multiple templates...

Jay Patel - avatar

Jay Patel

Product Manager

Certifier is a fantastic option for automating certification processes! User-friendly, learned to use it within 30 minutes. Responsive customer service team, provided a branded email template.

Madison Lokke - avatar

Madison Lokke

Marketing Specialist

Automatic certificate generator with robust features

Make certificates based on Microsoft Excel, Google Sheets, or even Google Form answers. Then, prepare email templates and send them all with a click (or download as PDF for printing).

Turn rows and columns into beautiful certificates

Work with your favorite spreadsheets - picture

Work with your favorite spreadsheets

Work effortlessly with the spreadsheet formats you know – XLS, CSV, XLSX. No need to start from scratch or transfer data. Simply upload your spreadsheets directly into Certifier. This saves you time, effort, and resources. Plus, your data is always up-to-date and accurate. Our certificate generator from Excel file makes managing your spreadsheet workflows easier than ever before.

Recipients data right from your current toolkit - picture

Recipients data right from your current toolkit

Effortlessly leverage recipient data from tools you're already using. If you've hosted webinars, courses or have existing databases, there's no need to rebuild lists from scratch. Certifier integrates seamlessly by allowing the direct export of recipient details from your CRM, LMS, or other platforms. Simply bring this data into our system – no manual entry is required.

Smart attribute mapping, zero hassle - picture

Smart attribute mapping, zero hassle

No more manual sorting or aligning – our intelligent system automatically maps data attributes to corresponding fields in your spreadsheets. Just upload your files, and Certifier will handle the rest. Precise text field matching eliminates the risk of errors and provides you with complete peace of mind. Certifier's smart technology does the heavy lifting, which allows you to focus on what matters most.

Personalize with unique recipient’s details - picture

Personalize with unique recipient’s details

Make each credential truly unique by adding a personalized touch. Go beyond just names by incorporating custom certificate attributes like grades, issue dates, and more to add distinctive flair. Certifier e-certificate generator from Excel allows you to fully customize these text fields and dynamically integrate them into your certificate designs. Tailor attributes to highlight specific details or achievements, creating a one-of-a-kind keepsake.

Start for free, upgrade as you grow - picture

Start for free, upgrade as you grow

Experience the power of Certifier with our generous forever-free plan. Auto-generate certificates from Excel up to 250 annually at no cost – a perfect way to streamline recognition from day one. You'll be amazed at how seamlessly Certifier integrates with your existing spreadsheet data and toolset to create polished, professional credentials. It's an effortless first step toward improving your credentialing process.

Quick PDF creation, ready for printing - picture

Quick PDF creation, ready for printing

Transform your spreadsheet data into professional PDF form certificates effortlessly with just a few clicks. Certifier's online certificate generator from Excel provides a straight path from raw data to polished, print-ready credentials. Our intuitive platform is designed with efficiency in mind, which allows you to craft visually stunning certificates using thousands of our templates.

The #1 digital credential management software based on G2 reviews

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Did you know?

If you're using any software like Zoom, Microsoft Teams, Thinkific, Teachable, or a CRM like Salesforce for webinars or courses, you've already got a goldmine of recipient data ready to use. When you use Certifier with it, you can save as much as 6 hours each week. There's no need to start from scratch with a new spreadsheet. Simply export the data from these platforms, and you're all set to generate certificates. This process might give you a lengthy file with various details, but don't worry – Certifier guides you to map them properly.

Excel to certificate generation in a matter of minutes

A tool that goes beyond design. Certifier provides features to generate, distribute and track. All within one intuitive dashboard.


Foolproof strategies for perfect recipient data uploads

Use clear column headings

Use clear column headings for seamless certificate generation. Label columns with straightforward titles like "Name," "Email," "Issue Date" – this clarity guides Certifier's data mapping. Consistent, descriptive headings act as a roadmap and eliminate confusion about where details should populate.Thoughtful setup with clear labels lays the foundation for polished, personalized credentials. Don't underestimate the impact of this simple practice – it improves accuracy and efficiency for professional results.

Verify that mandatory fields are included

Include mandatory fields like recipient name and email address columns. These core details are essential for Excel to certificate generation and direct delivery to recipients' inboxes. Verify your data source has dedicated columns clearly labeled with headings such as "Full Name" and "Email." Certifier relies on mapping these fields to dynamically populate credentials with accurate recipient information. Prioritize incorporating these fundamental columns in your spreadsheet from the start.

Add custom data for personalization

Add custom columns like "Final Grade," “Credit Hours,” or "Course Name" to personalize certificates. Certifier automatic certificate generator using Excel maps this data dynamically onto each credential design through attribute fields. Academic scores and training titles can be incorporated into generic certificates as unique details with dedicated columns. Highlight individual achievements with prestige. Don't settle for basic credentials. Unlock meaningful personalization – a few extra custom columns empower you to craft distinctive, achievement-focused certificates for each recipient.

Combine first and last name together

Combine first and last names in sheets fields into one unified "Full Name" column and prevent potential errors during data mapping. Certifier’s Excel to certificate generation relies on your spreadsheet structure to populate details correctly. Having split name fields increases the risk of mistakes like names appearing incomplete or out of order on issued credentials. A simple merge avoids these preventable issues. Certifier can then map the complete "Full Name" column without ambiguity. This extra step confirms consistency across all personalized credentials.

Split text to columns

Easily convert comma-separated values into organized columns with just a few clicks. For Google Sheets, highlight the relevant rows and navigate to Data > Split text to columns. In Microsoft Excel, select the fields containing comma-delimited data and go to Data > Text to Columns. This handy feature streamlines spreadsheet formatting, transforming messy, combined entries into neatly separated columns. Perfect for cleaning up imported lists or prepping data for Certifier's attribute mapping.

React if Certifier detects any errors

Stay vigilant and react swiftly if Certifier free bulk certificate generator Excel detects any errors during the creation process. A proactive approach helps you maintain the highest standards for your credentials without issues. Common flags may include typos in recipient details, inactive e-mail addresses, or missing data fields. Don't let these minor errors slip through – they can tarnish an otherwise polished credential. A simple typo fix or email update means smooth sailing ahead without any blemishes on your awards.

Schedule distribution

Certifier automatic certificate generator allows you to schedule when your DIY certificates will be automatically distributed to recipients. Instead of manually sending out credentials, you can set a future date and time for Certifier to handle delivery. Simply upload your recipient data spreadsheet, design the document, then schedule the distribution for a specific date and time. Certifier will queue up the send and automatically email out all the personalized certificates to each recipient at the scheduled moment.

Track your certificates

Certifier bulk certificate generator Excel provides powerful analytics to track the status and engagement of issued certificates. Within your dashboard, you can monitor valuable metrics like delivery stats, pen rates, view counts, and credential sharing. You get to gauge the performance of your Google or Excel certification programs. Identify any dropoff points in the recipient journey from delivery to engagement. Use this data to optimize your credential designs, messaging, and distribution strategies.

Have a question? We’re here to help!

Curious about making certificates via spreadsheets using Certifier? Check out our top questions and answers for more details. And if you're still need a bit more guidance, we're just a message away.

You get more with Certifier certificate generator from Excel

Export credentials in pdf - Certifier features

Export & download credentials in PDF

Allow your recipients to one-click export and download their credentials in PDF format for easy sharing and printing.

Personalize certificates with different names - Certifier features

Personalize certificates with dynamic attributes

Personalize multiple certificates at once with unique information like the recipient’s name or grades automatically.

Generate diplomas in bulk - Certifier features

Generate diplomas in bulk

Generate personalized diplomas for hundreds of recipients instantly with just one click.

One certificate template, hundreds of possibilties

Start making memorable certificates with Certifier! Click here and see how easy and fun certificate management can be.