How do I issue badges in bulk to multiple earners?

Updated 4/19/23

 

Using our Credly bulk issue tool, you can issue badges to a large group of earners (up to 5,000) per upload. You can also issue multiple badge templates at once. To begin, select the “Issue” tab at the top of “Badges”.

in the badges tab of the admin platform, this is what you see when you click on issue in the upper corner. This is the start of issuing in bulk.

Click “Download Template” to download the CSV template to create your bulk issue file.

Pro tip: Save yourself time and trouble by downloading a fresh template every time! Headers sometimes change and you'll need the latest version even if you don't need the header. Don't delete any headers. Just leave those columns empty - no need to populate.

 

The bulk issue CSV template has five required fields (columns A, B, C, E and F):

  • Badge Template ID - the unique ID that represents the badge template a candidate will be issued
  • Recipient Email
  • First Name
  • Last Name
  • Issued at date

To locate the badge template ID, navigate to the “Developers” section using the left-hand menu. It will automatically open to “Template IDs.” Find the badge template you’d like to issue, and copy the complete template ID. Paste it back into the CSV file in the “Badge Template ID” field.  

under the developers tab where you can find template IDs

Bulk Issuing and Email Languages

If you elect to specify the email language when using a spreadsheet, indicate the language in the Locale column, using one of these codes (if you are curious, these are from the ISO 639 codes):

en - English (default)
fr - French
fr-CA — French Canadian
de - German
ko - Korean
ja - Japanese
zh-CN - simplified Mandarin
pt - Portuguese
pt-BR — Portuguese (Brazil)
es-ES - Spanish Spain
es-US - Spanish US

 

In the CSV template, you can choose to add in the following optional fields:

  • Expiration Date
  • Issuer Earner ID (custom earner ID)
  • Country
  • State or Province
  • Evidence Name
  • Evidence URL
  • Text Evidence Name
  • Text Evidence URL
  • ID Evidence Title
  • ID Evidence Description
  • Locale (for sending emails in a different language)

Even if you do not use the optional fields, the column headers must remain intact in order to upload. Please delete any automatically generated examples under the optional field columns you are not using.

Field Requirements

Once your CSV template is complete, save your completed spreadsheet as a Comma Separated Value (CSV) if it is not one already. Back in the Credly platform, click “Choose CSV File” and select your saved CSV file. The system will detect the file’s encoding, if prompted, please select the correct encoding.

if the system cannot detect your encoding, you will see an error message like this and can select the best option for your use case

The system will validate your file contents and alert you to any errors. You may need to recheck your spreadsheet to make sure headers are correct and earner information is updated.

final screen when you have successfully validated and are ready to issue a badge

Click “Issue” to bulk issue your badges. A progress bar will show the full progression of the upload.

 

 

 

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