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Issuing Multiple Credentials

When you need to issue credentials to multiple recipients, Skippy ID provides efficient bulk and group issuance capabilities.

Bulk Issuance​

Bulk issuance allows you to issue credentials to multiple recipients at once using a CSV file.

Step 1: Prepare Your CSV File​

Create a CSV file with the following structure:

recipient_email,recipient_name,employee_id,full_name,department,certification_level
john.doe@example.com,John Doe,EMP001,John Doe,Engineering,Senior
jane.smith@example.com,Jane Smith,EMP002,Jane Smith,Marketing,Intermediate
bob.johnson@example.com,Bob Johnson,EMP003,Bob Johnson,Sales,Junior

Required Columns:

  • recipient_email: Email address of the recipient (required)

Optional Columns:

  • recipient_name: Name of the recipient

  • Additional columns matching your credential template attributes

Step 2: Upload CSV File​

  1. Navigate to the "Credentials" section

  2. Click "Bulk Issue" or "Issue Multiple"

  3. Select your credential template

  4. Upload your CSV file

  5. Review the file preview

Step 3: Map CSV Columns​

Map your CSV columns to credential attributes:

  1. Recipient Email: Automatically mapped to recipient_email column

  2. Recipient Name: Map to recipient_name column (if available)

  3. Credential Attributes: Map each CSV column to corresponding template attributes

  4. Validation: System validates that all required attributes are mapped

Step 4: Review and Confirm​

  1. Review the preview of credentials to be issued

  2. Check recipient count and attribute mappings

  3. Verify email addresses are correct

  4. Confirm issuance settings (validity period, delivery method)

  5. Click "Issue Credentials" to proceed

Step 5: Monitor Bulk Issuance​

After initiating bulk issuance:

  • System processes each credential in the batch

  • Progress is displayed in real-time

  • Success and failure counts are tracked

  • Individual credential statuses are available

  • You receive a summary report

Bulk Issuance Results​

After completion, you'll see:

  • Total Credentials: Number of credentials in the batch

  • Successful: Number of credentials successfully created

  • Failed: Number of credentials that failed

  • Details: Individual status for each credential

  • Error Report: Details about any failures

Group Issuance​

If you have groups set up in your organization, you can issue credentials to all group members at once.

Step 1: Select a Group​

  1. Navigate to the "Credentials" section

  2. Click "Issue Credential"

  3. Select "Issue to Group"

  4. Choose the group you want to issue credentials to

  5. Review group member count

Step 2: Choose Template​

  1. Select the credential template you want to use

  2. Review template attributes

  3. Confirm the template is appropriate for all group members

Step 3: Provide Common Attributes​

  1. Common Attributes: Fill in attributes that are the same for all recipients

    • Example: Issue date, department, certification level

  2. Individual Attributes: Some attributes may need to be provided individually

    • System will prompt for individual values if needed

  3. Validity Period: Set validity period for all credentials

Step 4: Configure Delivery​

  1. Delivery Method: Choose how to deliver credentials

    • Email (recommended for groups)

    • Direct links

    • QR codes

  2. Custom Message: Add a personalized message for all recipients

  3. Transaction Code: Set optional PIN (if needed)

Step 5: Issue Credentials​

  1. Review the summary:

    • Number of recipients

    • Credential template

    • Common attributes

    • Delivery method

  2. Click "Issue Credentials" to create all offers

  3. Monitor the issuance process

Best Practices for Bulk Issuance​

CSV File Preparation​

  • Validate Data: Ensure all email addresses are valid

  • Required Fields: Include all required credential attributes

  • Data Format: Use consistent formatting (dates, numbers)

  • No Duplicates: Avoid duplicate email addresses

  • Test First: Test with a small batch before large-scale issuance

Group Management​

  • Keep Groups Updated: Ensure group membership is current

  • Appropriate Templates: Use templates suitable for all group members

  • Common Attributes: Use group issuance when most attributes are common

  • Individual Needs: Consider individual issuance for unique requirements

Monitoring and Follow-up​

  • Track Progress: Monitor bulk issuance progress

  • Review Failures: Investigate and resolve failed issuances

  • Follow Up: Contact recipients who haven't claimed credentials

  • Analytics: Track claim rates and identify patterns

Common Scenarios​

Employee Onboarding​

Issue credentials to new employees:

  1. Prepare CSV with new employee information

  2. Map to employee badge template

  3. Issue credentials via email

  4. Track which employees have claimed credentials

Event Certificates​

Issue certificates to event attendees:

  1. Export attendee list from event management system

  2. Map to certificate template

  3. Issue credentials via email or QR code

  4. Provide QR codes at event for immediate claiming

Training Completion​

Issue credentials to training participants:

  1. Export completion list from learning management system

  2. Map to training certificate template

  3. Include completion date and course details

  4. Issue credentials automatically upon completion

Membership Credentials​

Issue credentials to organization members:

  1. Use group membership list

  2. Map to membership credential template

  3. Include membership level and expiration

  4. Issue credentials to all group members

Troubleshooting Bulk Issuance​

CSV Import Errors​

  • Format Issues: Ensure CSV is properly formatted

  • Encoding: Use UTF-8 encoding for special characters

  • Column Headers: Verify column headers match expected format

  • Data Types: Ensure data types match template requirements

Validation Errors​

  • Missing Required Fields: Check that all required attributes are provided

  • Invalid Email Addresses: Verify email format is correct

  • Data Format: Ensure dates and numbers are in correct format

  • Template Mismatch: Verify CSV columns match template attributes

Issuance Failures​

  • Email Delivery: Some emails may fail to send

  • Rate Limiting: Large batches may be rate-limited

  • Template Issues: Verify template is active and valid

  • System Errors: Check system status and retry if needed

Next Steps​