Is there something that needs to be changed on all the credentials in a group? Here is how to update them all in one go.
Important Note: If the update you are making is to the credential design, as soon as you update and save the new design the changes will automatically be applied to all existing credentials using this design.
Select the Group that Needs Updating
- Go to 'Groups' at the top of the Accredible Dashboard.
- Navigate to the group that you would like to update and click 'General Settings'
- Click on 'Update Credentials' at the top right of your screen
Preparing Your Spreadsheet
Important Note: In the new spreadsheet that you are uploading there needs to be a field to compare against existing credentials. If you have the Accredible Credential ID in your spreadsheet or another ID for your recipients/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.
Any column of information in your spreadsheet has one kind of data, such as:
- Recipient Name
- Recipient Email
- 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 that our system knows how to interpret your data.
Updating the Credentials
- Make sure that you have your XLS or CSV file with all your students' data in it ready to go. If you have a number of attributes on your certificate design make sure that all the relevant information for those attributes appears on your spreadsheet, each with their own column. If you need a template for your spreadsheet you can click the 'Download Spreadsheet Template' button at the top right-hand corner of the 'Create Credentials' page.
- Click the 'Upload Spreadsheet' button. You will then be asked to select the relevant file from your computer.
- The Accredible system will then analyze and validate your spreadsheet, looking for all the available data fields it can use.
- Once the spreadsheet has been validated you will need to assign the columns to the correct attributes if the system couldn't recognize them outright. If there is a column that our system has identified that you don't want to use on your credentials you will need to click 'Skip'. Once you have assigned or skipped all of the columns, click on the 'Next' button at the bottom right-hand corner of the page.
- 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.
You will have to review any errors that our system detects 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.
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.
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.
You can renew existing expired credentials by updating them with an expiry date in the future. Note that this will cost 1 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.
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.
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