Select a Group to Update Credentials In
First, you will need to bring up the group want to update credentials in. You can do this by finding your group on the 'Groups' tab.
You can only update credentials in one group at a time. Any spreadsheet rows that have information for existing credentials that do not belong to the group will not be updated - you'll have to update credentials in that group as well.
Once you are on the group you have updates for, click on the 'Update Credentials' tab at the top right of your screen. Next, you can upload a spreadsheet of your changes - we accept most spreadsheet formats.
IMPORTANT NOTE: We need a field to compare against existing credentials. If you have the Accredible Credential.Id in your spreadsheet id or another id for your users/credentials, ensure that that is included so we are able to update your records correctly. We default to finding the recipient email and updating the credential that belongs to that email if no id field is provided. This means that unless a different field (Credential.id or recipient_id, etc.) is supplied in your spreadsheet, you will not be able to update credentials that use the same email address.
Update Step 2: Assign Your Data to Accredible Attributes
Any column of information in your spreadsheet has one kind of data like: Recipient Name, Recipient Email, Grade, Issue Date, etc. If you are exporting your spreadsheet from a CRM (like Zoho or Salesforce) or an AMS (Capterra or Imis), the names of your columns might not line up exactly with the information already stored in Accredible that we use to display on emails and certificates.
You need to assign each column to an Accredible attribute, so we know how to interpret your data.
If there is information that you don't think you will use on Accredible, or doesn't line up with an attribute, you can choose to 'Skip' it and we will not save that information.
Once all of your columns have been assigned or skipped, you can go to the review step.
Update Step 3: Review Warnings and Update!
You will have to deal with any errors detected from your spreadsheet upload: maybe the date format you selected causes some of your credentials to be created without a valid date - you will have to go back and select a different format.
Errors: These can be 'skipped' but credentials will not be updated for any spreadsheet row that has errors. If you are shown errors, you should try to correct the issue, either by updating your spreadsheet or checking to make sure you made the correct column assignments in Step 2. An error would be: if we can't find a matching credential in the group you are trying to update, there will be an error when we try to update that credential.
Warnings: Some changes your spreadsheet that your spreadsheet would cause might override data on Accredible that is important for the recipient. If a recipient has updated their name - because of a misspelling - your records might be out of date and want to revert those changes the recipient has requested. If you want to change the email address of a credential's recipient, remember that they have been contacted at the previous email, so ensure that they also have access to the new email.
You will have to confirm the warnings we show are OK before proceeding.
Recertification: You can renew existing expired credentials by updating them with an expiry date in the future. Note that this will cost 1 credential credit for each renewed credential.
Once you are done, you are able to "Review" credentials which you have updated, or go back to the credential list for this credential group.