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