Batch Processing

V1.0

In the section, learn how to issue multiple credentials at the same time using a ZIP file.

How it works

A CSV file is created for the list of credentials to be issued. The CSV file is compressed into a ZIP file and uploaded for batch processing.

PNG Credentials with Recipient Photos

If the PNG credentials include recipient photos, each photo is added to the ZIP file. The filenames of the photos are included in the CSV file containing the list of credentials.

PDF Credentials

For PDF Credentials, each PDF document (academic certificate, license, deed, etc.) created for the recipients must be added to the ZIP file, and their filenames must be included in the CSV file. In addition, the X Position, Y Position and Size for the QR Code must be included in the CSV file. You can obtain the size and position of the QR Code if you manually create a test PDF credential before you create the batch.

If you need to over-print QR Codes Only on a pre-printed PDF document, you do not need to add the PDF documents in the ZIP file or include the filenames in the CSV file. Only include the position and size of the QR Code. You will need to feed the pre-printed documents from the printer tray. The documents must be positioned properly in the printer tray and be ordered to match the CSV list to ensure the correct QR Code is printed on the document.

CSV File

The CSV file should be a comma-separated spreadsheet saved with the .csv file extension. The row headings are shown below.

Row Heading Required Example Note
credentialId yes PNG/PDF C200 1
credentialName yes PNG/PDF Certificate in Plumbing  
dateIssued yes PNG/PDF 09-12-2026 2
expiryDate yes PNG/PDF 09-12-2050 2
recipientName yes PNG/PDF John Doe  
recipientId yes PNG/PDF SSN34572645  
recipientEmail yes PNG/PDF jdoe@mail.com  
recipientDateOfBirth no PNG/PDF 09-12-2050 2
recipientPhotoFilename no PNG/PDF john_doe.png 3
qrPosX no PNG/yes PDF 116  
qrPosY no PNG/yes PDF 874  
qrSize no PNG/yes PDF 644  
docFilename no PNG/yes PDF cert-plumbing.pdf 4

Note 1: Each credentialId must be unique

Note 2: All dates must be in dd-MM-yyyy format (eg. 09-12-2026). In Microsoft Excel , date can be forcefully formatted. You can override this by using an apostrophe before an entry to treat it as a plain text (eg. `09-12-2026)

Note 3: Image files must be in PNG format, square and between 10 kb - 750 kb in size

Note 4. The PDF document (academic certificate, license, deed, etc.) created for each of the recipients. For over-printing QR Code Only on a pre-printed PDF document, a PDF file is not required

PNG Credentials

Sample CSV file (credentials.csv) for PNG Credentials not requiring recipient photos

credentialId credentialName dateIssued expiryDate recipientName recipientId recipientEmail
C200 Diploma in Plumbing 09-12-2026 09-12-2050 John Doe SSN54673 jdoe@mail.com
C201 Diploma in Plumbing 09-12-2026 09-12-2050 Mary Smith SSN54678 msmith@mail.com
C202 Diploma in Plumbing 09-12-2026 09-12-2050 Anil Singh SSN54678 asingh@mail.com 
 📁 dip_plumbing_c12.zip
  └── 📄 credentials.csv

Sample CSV file (credentials.csv) for PNG Credentials with recipient photos

credentialId credentialName dateIssued expiryDate recipientName recipientId recipientEmail recipientDateOfBirth recipientPhotoFilename
C200 Diploma in Plumbing 09-12-2026 09-12-2050 John Doe SSN54673 jdoe@mail.com 18-03-1980 john_doe.png
C201 Diploma in Plumbing 09-12-2026 09-12-2050 Mary Smith SSN54678 msmith@mail.com 01-12-1986 mary_smith.png
C202 Diploma in Plumbing 09-12-2026 09-12-2050 Anil Singh SSN54678 asingh@mail.com 16-02-1990 anil_singh,png 
  📁 dip_plumbing_c12.zip
   ├── 📄 credentials.csv
   ├── 🖼️ john_doe.png
   ├── 🖼️ mary_smith.png
   └── 🖼️ anil_singh.png

PDF Credentials

Sample CSV file (credentials.csv) for PDF Credentials

credentialId credentialName dateIssued expiryDate recipientName recipientId recipientEmail qrPosX qrPosY qrSize docFilename
C200 Diploma in Plumbing 09-12-2026 09-12-2050 John Doe SSN54673 jdoe@mail.com 116 874 644 john_doe.pdf
C201 Diploma in Plumbing 09-12-2026 09-12-2050 Mary Smith SSN54678 msmith@mail.com 116 874 644 mary_smith.pdf
C202 Diploma in Plumbing 09-12-2026 09-12-2050 Anil Singh SSN54678 asingh@mail.com 116 874 644 anil_singh.pdf 
  📁 dip_plumbing_c12.zip
   ├── 📄 credentials.csv
   ├── 📕 john_doe.pdf
   ├── 📕 mary_smith.pdf
   └── 📕 anil_singh.pdf

Sample CSV file (credentials.csv) for PDF Credentials with QR Code Only

credentialId credentialName dateIssued expiryDate recipientName recipientId recipientEmail qrPosX qrPosY qrSize
C200 Diploma in Plumbing 09-12-2026 09-12-2050 John Doe SSN54673 jdoe@mail.com 116 874 644
C201 Diploma in Plumbing 09-12-2026 09-12-2050 Mary Smith SSN54678 msmith@mail.com 116 874 644
C202 Diploma in Plumbing 09-12-2026 09-12-2050 Anil Singh SSN54678 asingh@mail.com 116 874 644 
 📁 dip_plumbing_c12.zip
  └── 📄 credentials.csv

Processing a Batch

  • Open the Batch Processing page
  • Upload the ZIP file
  • Select the credential format, either PNG or PDF or PDF QR Code Only. All the credentials in a ZIP file must contain the same credential format
  • Select the Process Action, either Email Credentials to Recipients or Print Credentials

If you selected Print Credentials, set the additional parameters

  • Select the printer
  • Select the print layout, either Portrait or Landscape

The default settings for the printer must be set beforehand in Windows. Settings may include color or black and white, print quality, etc.

Click the Submit button when you are done

List of credentials

  • A list of credentials will appear showing the content of the CSV file
  • To view a credential’s details or read a processing error messages, click on a credential in the list

Test

You can test a credential in the batch to ensure the settings are correctly made before you process all the credentials.

  • Click the Test icon above the list
  • The first credential in the list will be processed
  • When you create the ZIP file, a test credential can be added to the top of the list for testing purposes

Process the Batch

  • Click the Process All icon above the list
  • All the credentials in the batch will be processed
  • Credentials that are successfully processed will be identified with a tick icon
  • Credentials that fail processing will be identified with a red error icon
  • You can read the processing error details for a faulty credential
  • You can fix the errors and only process the corrected credential manually or by batch. Remove the successfully processed credentials from the CSV file so that they will not be processed in duplication

Cancel a Batch

  • Click the Cancel button to cancel a batch

Over-Print a QR Code on a Pre-Printed Document

  • Feed the pre-printed documents (academic certificate, license, deed, etc. created for each of the recipients) in the printer tray and position it appropriately
  • The pre-printed documents should be in the order of the credential list in the CSV file to ensure the correct QR Code is printed on the document
  • Test the batch with to ensure the settings are correct and the pre-printed document is correctly positioned
  • Process the entire batch and ensure each credential is successfully printed
  • if errors occur or pre-printed documents are stuck or misprinted, remove the correctly processed credentials from the CSV file, fix the error and continue the remainder of the batch
  • if a document is stuck in the printer, clear the printer queue and removed successfully processed credential from the CSV file before you attempt to re-start the batch
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