Ensure Successful Upload of Recipient Information
Here's why you might be unable to upload recipient information and how to resolve it. Special characters or extra spaces after words can prevent you from correctly uploading recipient information on certificates or badges. You might also encounter a 4332 error code. Read further to learn how to solve this issue.
Introduction
After designing your certificate and setting up the email and social media information, you can start adding your recipients. Ensuring your CSV file is saved in the correct format is crucial for a smooth upload process.
To upload your recipients, follow these steps:
1. Download the Sample CSV:
For optimal formatting, a quick solution is to download the "sample CSV" file. This file includes all the essential headings (dynamic fields), making it easy to simply input the correct recipient data into each column.The simple file is already formatted as "CSV UTF-8" and does not require any additional formating from your side.
2. Using Your Own Excel Sheet:
- Save as CSV with UTF-8:
Create your CSV file containing all the information that you will need for your digital certificates of badges. The names of your recipeints and their emails are always mandatory, but remember to also add other columns for any custom dynamic field that you have used in your certificate/badge design.
Save your Excel sheet as a CSV file with the UTF-8 option. Refer to the provided image for guidance.
- Match Headings
Make sure that the headings in your Excel sheet align with the dynamic fields you have defined. The column names do not need to match, but you must be able to map the columns from your CSV upload to the needed dynamic fields in your certificate/badge.
3. Alternatively, use Virtualbadge.io's converter.
This tool is located in the Recipients Tab if you haven't added recipients yet. Or click here to access it via the website.
- Click on the UTF-8 converter, upload your Excel sheet, and download the converted file.
- Re-upload the converted file.
- If you have already added recipients and want to view this option, click the "+" sign in the top right corner or "Add recipients" in the bottom left corner. Then click on the "Add List" button.
- Follow the same steps as mentioned above to upload your recipients.
By following these steps, you can ensure your recipient information is correctly formatted and easily uploaded to Virtualbadge.io. Properly saving your CSV file as UTF-8 is essential for the software to recognize and map the fields accurately, ensuring a seamless recipient addition process.