How To Import A Large Amount Of Certifications At Once

Are you trying to import 15-20 or less Certifications into your account? Then this article is not for you! Click here for How to Manage your Workers' Certifications.

If you are trying to import more than 15-20 Certifications at once, you're in the right place! Our wonderful Support Team is able to mass import your Workers' Certifications for you using a single Excel spreadsheet.

Your Implementation Specialist may have already sent you the Template. If they haven't yet or you need to upload after your rollout period, click here to view and download the template.

There are a few important things to note about filling in this template.

• First and Last Names are required and should match your SiteDocs Account.
• Acquisition Dates are required.
• Cert Type is required. Please ensure that the Cert Type exists in your account prior to sending in the Excel sheet.  You can do this on the Certification Types page. For instructions on how to add new Cert Types, click here. Please make sure that the Cert Types match exactly, as they cannot be adjusted once they are created, they can only be deleted and re-created.
• Double-check your account to make sure that the names in the Excel template match the names in your account exactly. The import tool will not recognize misspelled or shortened names (ex. Steve/Steven). Any name mismatches will create an error and the import will not run.
• Please do not delete any of the columns in the Template (i.e. If you don’t want to input information under a specific Heading, just leave it blank). This will create an error and the import will not run.
• Please do not add any additional Headings or alter the text of the Headings. This will create an error and the import will not run.
• The data in the template will be uploaded as-is (i.e. The upload is case-sensitive).
• When inputting dates, please use the format YYYY-MM-DD (i.e. 2021/06/09 for June 9, 2021).

Once you've filled in the information that you would like imported, send this template to our Support Team at [e-mail] and someone from the Team will upload that data within 5 business days!