How to Integrate Microsoft Excel with Certifier! скачать в хорошем качестве

How to Integrate Microsoft Excel with Certifier!

Discover how to integrate Microsoft Excel with Certifier to automate certificate creation and email delivery every time you add a new row to your spreadsheet. This native integration eliminates manual certificate work by connecting your Excel data directly to Certifier's credential issuance system. ---------------------------------------------- Make sure you check out links below: ➡ Try Certifier for free: https://certifier.io/ ➡ Check out our guide on how to connect Microsoft Excel to Certifier to automatically issue credentials: https://support.certifier.io/en/artic... ---------------------------------------------- Start by preparing your Excel file in OneDrive or SharePoint. Download Certifier's sample Excel template from the link in the description, which includes three sheets: Instructions & Tips, Input Sheet for drafting data, and Live Sheet where Certifier monitors for new rows. Upload this file to Excel for the Web in your Microsoft 365 account. Remember that local files saved on your computer won't work with this integration, so ensure your spreadsheet is stored in the cloud. Next, navigate to the "Automations" tab in your Certifier dashboard and click "Create Automation." Select the template titled "Issue a credential via Certifier when a new row is added in Microsoft Excel" to begin configuring your workflow. This automation operates on a trigger-action principle: the trigger detects when a new row is added to your Excel spreadsheet, and the action automatically generates and sends the corresponding certificate. To configure the Microsoft Excel trigger, click "Connect Microsoft Excel," choose your account, and grant access. Then select the folder in OneDrive or SharePoint where your file is stored, pick your spreadsheet, and choose the Live Sheet as the monitored worksheet. This setup tells Certifier exactly where to pull learner data from. For the Certifier action, select the group where certificates should be issued. Map the recipient information by clicking into the "Recipient Name" field and selecting the appropriate column from your spreadsheet (typically Column A). For "Recipient Email," map it to the column containing email addresses (typically Column B). Set both "Issue Credential" and "Send Credential" to True so certificates are automatically generated and emailed to learners. If your spreadsheet includes additional information like scores, completion dates, or instructor names, create corresponding custom attributes in Certifier. These will appear as extra fields in the action configuration, allowing you to map them to the right columns in your Excel file. Once configured, click "Save & Activate" and name your automation. Excel automations run on a 15-minute polling interval, meaning Certifier checks your spreadsheet every 15 minutes and processes any new rows detected during that cycle. When you add new data, certificates will be issued within this timeframe. Keep your automation running smoothly by following these critical rules: never rename your Excel file or sheets, don't reorder sheet tabs or columns, and avoid inserting columns between mapped ones. Always include name and email information for each learner, and if working manually, draft data in the Input Sheet first before moving completed rows to the Live Sheet. Excel can act as a bridge between your other tools and Certifier. Survey platforms, registration forms, CRMs, and learning management systems can feed data into your spreadsheet, triggering automatic certificate issuance whenever new information appears. This integration saves significant time compared to manual certificate generation and distribution. Check the "Automations" tab to monitor how many times your workflow has run. Click "Show Runs" to view a detailed log of all processing cycles, filter by status, and troubleshoot any errors. If you need advanced configurations or manage multiple workflows, book a call with Certifier's integration team for personalized guidance. Find the complete step-by-step guide in our knowledge base, linked in the description below. Reach out via chat in the Certifier app if you have questions about connecting Excel to Certifier, and our team will respond as soon as possible. JUMP TO SECTIONS: 0:00 Intro 0:39 How Microsoft Excel automations works 2:29 Copy Excel template 4:30 Create automation 5:15 Configure trigger 6:22 Configure action 8:38 Active and test automation 11:01 Critical rules 11:32 Summary #certifier #howtointegratemicrosoftexcelwithcertifier #integratingmicrosoftexcelwithcertifier #howtoconnectmicrosoftexcelwithcertifier ---------------------------------------------- GET IN TOUCH WITH US: ► Certifier: https://certifier.io/ ► YouTube:    / @certifier-io   ► LinkedIn:   / certifier   ► Pinterest:   / certifiertemplates