Generate certificates in bulk via spreadsheet

Generate certificates from spreadsheet data, automatically

Take a list of names, emails, achievements, and special notes from your spreadsheet and – with just a click, turn that information into customized certificates that look like they took hours to design. Create certificates in bulk and forget about spending hours on manual edits. Certifier saves your time and effort. That's how it works.

Powerful certificate maker to create credentials based on Excel spreadsheet and Google Sheets file


How to create certificates from the spreadsheet?

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

Step 1: Prepare the spreadsheet file

First, 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 certificates and guarantee they get to 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, 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).

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. Save the template.

Customizing the certificate template to fit branding.

Step 3: Upload recipients’ data

Alright, time to upload the spreadsheet into Certifer. 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.

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 address, 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 hit the send button, 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. Once you're happy with how everything looks, go ahead and publish.

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

Certificate maker with automation power

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

Turn rows and columns into beautiful certificates

Work with your favorite spreadsheets - picture

Work with your favorite spreadsheets

Jump right in with the spreadsheets you already love and use – XLS, CSV, XLSX are all welcome here. You don’t need to create new rows or columns. Just upload the spreadsheet you already have. Certifier makes things easy.

Recipients data right from your current toolkit - picture

Recipients data right from your current toolkit

If you've hosted a webinar or run a course chances are you've already got a recipients’ database ready to go. No need to start from scratch. Simply export your data from CRM or LMS platforms and bring it straight into our system.

Smart attribute mapping, zero hassle - picture

Smart attribute mapping, zero hassle

Automatically sort and align your data with our smart system. Within the Certifier, map all the attributes with the data in the spreadsheet. This precision eliminates any chance of errors and gives you peace of mind.

Personalize with unique recipient’s details - picture

Personalize with unique recipient’s details

Give each certificate that extra touch that makes it stand out. Names, grades, issue date – add your own flair with custom attributes. Adjust these text fields to your certificate design. Manage them all within one dashboard.

Start for free, upgrade as you grow - picture

Start for free, upgrade as you grow

Certifier provides a forever-free plan that allows you to create even 250 free certificates! You'll be surprised at how easy generating certificates based on the spreadsheet can be. It's your first step towards effortless recognition.

Quick PDF creation, ready for printing - picture

Quick PDF creation, ready for printing

Just a few clicks and your spreadsheet data becomes a sleek PDF certificate. Certifier tool is perfect for designing certificates that look great and meet all your needs without the fuss. It's creating with efficiency in mind.

The #1 digital credential management software based on G2 reviews


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. 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 timestamps and details, but don't worry – Certifier guides you to map them properly.

Generate and send digital credentials 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

Kick off your spreadsheet setup with right column labels. Clearly title each column with straightforward headings like "Name," "Email," or "Issue Date." This clarity is crucial for Certifier to accurately place your data onto the certificates without confusion.

Verify that mandatory fields are included

Provide key information in your spreadsheet, specifically columns for the recipient's name and email address. These details are fundamental for creating personalized certificates and delivering them right to the recipient’s inbox.

Add custom data for personalization

If you want to customize certificates with unique information like grades or credit points, include them as separate columns in your spreadsheet. Through custom attributes, Certifier inserts these details dynamically into each certificate.

Combine first and last name together

Remember to combine first and last names in sheets to issue data without any errors. It helps avoid mistakes and makes sure everyone's full name gets on their certificate correctly. A quick check to merge any separate name columns will save you from errors.

Split text to columns

Got comma-separated values? Transform them into neatly organized columns with a snap of your fingers. In Google Sheets, highlight the rows and choose Data > Split text to columns. In Microsoft Excel, select fields and go to Data > Text to Columns.

React if Certifier detects any errors

Don't let your guard down! If Certifier flags an error, take immediate action. With such a proactive approach, you can maintain the high standards of your awards without any problems. Typo or inactive email? Quick corrections mean smooth sailing ahead.

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

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.

Badge Templates - Certifier features

Badge templates

Design creative digital badges using Certifier’s badge templates and customize them in a powerful badge builder.

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.

One certificate template, hundreds of possibilties

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