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9Pic Certify is a Pro plan feature (Pro and Enterprise). This tab appears only after initial Setup is complete.

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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.

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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.

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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.

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Next Steps

Certificate Design

Data sources and certificate templates.

Publish

Distribute certificates to participants.