Bulk generate from a CSV file
Bulk generation makes one document for each row of a CSV file: a certificate for every student, an invoice for every client. You can download them all in one .zip file, or get your spreadsheet back with a link to each document.
1. Open Bulk generate
Open My Templates, click the template, and click Bulk generate.
2. Prepare your CSV
Under Expected CSV columns you will see the column headers the template needs, one per field. Click Download sample for a CSV file with those headers and one example row, then fill in a row for each document.
Any spreadsheet app can save a CSV file: in Excel or Google Sheets, use Save as or Download and choose CSV. The first row must be the column headers.
3. Upload it
Drop the file on the upload box, or click browse to choose it. Files you have uploaded before are listed under Your CSV files, so you can use one again.
4. Check the field mapping
Each template field is matched to a column with the same name; capital letters do not matter. Check the list under Field mapping, and choose a column for any field that was not matched. Choose — skip — to leave a field out.
5. Choose the output
- File format: the type of file to make for each row. See Output formats.
- Delivery: turn on ZIP of all files, CSV with download links, or both. For the CSV, choose Public for links that never expire, or Secure for links that expire after 7 days.
Then click Generate.
6. Download the results
A progress bar shows how many documents are done. You can leave the page; the run carries on without you. When it finishes, your downloads appear.
Rows that fail are skipped and the rest are still made. To see why a row failed, open History, find the run and click Details.
Things to know
- The ZIP file is made for runs of up to 100 rows. For a bigger run, use CSV with download links, or download files one by one from History.
- File names follow the template's filename pattern. Add
{index}for the row number or a field such as{student_name}to name each file after its row. See Template settings. - Each document costs 0.01 credits. See How credits are used.
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