Overview
The Records tab manages the participant records each certificate is generated for. If your data source is self-managed or a proxy upload, a CSV uploader appears here so you can bring records in from a spreadsheet.Upload Records from a CSV
When your source is self-managed or proxy, use the upload flow to import records.1
Prepare your CSV
Match the columns Certify expects (for example bib/name/category/time, depending on your template’s fields).
2
Upload
Use the upload flow at the top of the Records tab to import the CSV. Records are matched to your source and template.
3
Verify
Review the imported records in the list below before publishing.
Manage Records
The record manager lists every participant record. You can add a record manually, edit an existing one, or remove records that shouldn’t receive a certificate.Records are the third prerequisite for Certify. You need at least one record (plus a source and a template) before the working tabs unlock.
Next Steps
Certificate Design
Data sources and certificate templates.
Publish
Distribute certificates to participants.