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: There needs to be a field in your spreadsheet that the system can use to compare against existing credentials.
The Accredible system searches for recipient email by default for finding which credentials need to be updated. But if you allow duplicates for your group, we would recommend using Credential IDs instead.
Remember, you will need to assign each column to an Accredible attribute so that our system knows how to interpret the new data you are uploading.
How to Remove Information from Credentials
If you have fields on your credentials you would like to become blank, include a header in your spreadsheet related to this field, and leave the column empty with no data. When the spreadsheet is uploaded and the correct attribute is assigned to this column, this will then remove all the original data populating that field.
Important Note: If you do not want to update a specific field using spreadsheet upload, remove the relevant column from your spreadsheet.
Important Note #2: Leaving the column empty will not remove information for the Expiry Date & Grade attributes.
Only Updating Specific Credentials within a Group
If you are only looking to update some of the credentials in a group, you only need to include those specific records on your spreadsheet. The remaining credentials will stay as they were.
Updating the Credentials
- Ensure that you have your XLS or CSV file with all your students' data in it ready to go. If you have many attributes on your certificate design, ensure that all the relevant information for those attributes appears on your spreadsheet, each with its 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 with errors. If you are shown errors, you should try to correct the issue 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 you make to your spreadsheet could override data on the 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 reverse the changes the recipient has requested. If you want to change the email address of a credential's recipient, remember that they have been contacted in the previous email, so ensure that they also have access to the new email.
You will have to confirm that 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 can "Review" the credentials 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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