How Certifier integrates with Microsoft Excel
Certifier's Microsoft Excel integration turns every new row in your workbook into an issued credential. When you add a row of recipient data to your connected worksheet, Certifier pulls the details, generates a certificate or badge from your selected template, and delivers it automatically.
Map your Excel columns to template variables just once during setup. Recipient names and emails determine who receives the credential and where it is sent, while details like course titles, completion dates, or grades populate the certificate itself.
Certifier and Microsoft Excel workflows
Available workflows (1)
Setup steps
- 1
Pick or build the certificate template you want to issue in Certifier.
- 2
Set up an Excel workbook with clear column headers and one recipient per row.
- 3
In Certifier, go to Integrations and start a new automation from the Microsoft Excel template.
- 4
Set the trigger to fire whenever a new row is added.
- 5
Sign in to your Microsoft account through the secure authorization step.
- 6
Point Certifier at the workbook and worksheet it should watch.
- 7
Add the Issue Credential action and match your columns to the recipient fields.
- 8
Activate with a headers-only sheet, then drop in a test row to confirm issuing.
Resources and manuals
Key benefits
Fully automated Excel issuance
Excel certificates and badges go out the moment a new Excel row is added without manual merges or manual email sending.
Verifiable and secure
All Excel credentials are verifiable and delivered with 100% email reliability, backed by ISO 27001 security.
Set up in under ten minutes
Connect once, map your fields, test in draft mode, and verify a sample row before going live.
Is this integration right for you?
Turn an online Excel workbook used by your team into a repeatable certificate and badge workflow.
Training and L&D teams
Maintain completion records in Excel and issue training or compliance credentials as approved rows are added.
Course and academic teams
Manage learner rosters in a spreadsheet and automatically issue certificates of completion with mapped grades, course names, and dates.
Webinar, event, and operations teams
Export attendee lists into Excel and issue participation certificates as rows are added for recurring sessions that do not scale manually.
