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Add from Upload

How to Add E-Certs in Bulk Using an Upload

 

You can upload a spreadsheet of Customer Names, Custom E-Certificates, and varying E-Cert Amounts. If you have different customers with specific E-Certificate needs, simply download our E-Certificate template, update it with the necessary info, then upload it, and your E-Certificates will be created! The E-Certificate Code field can either be filled out with a custom code or left blank for an auto-generated code.

 

1 Select "E-Certificates" from the Left-Hand Menu

 

2) Select 

 

3) Select  then select 

 

4) Select 

 

5) This will download the E-Certificate Template in Excel. Open it up and input the necessary information 

 

 

The Excel File Once Opened

 

 

6) Once all your information is uploaded to the E-Cert Template, Save the Spreadsheet as an "Excel Workbook (*.xlsx)" to your computer

 

7) Go back into Chipply and select 

 

8) Upload your saved Excel Workbook from your computer

 

9) Select  and your E-Certs will upload