Bulk issuance
Updated
Issue records to many recipients at once from a spreadsheet or a batch of uploaded documents, including historical records.
On this page
Choose your method
- A template and a spreadsheet: one certificate template, personalised for every recipient in a CSV file.
- Uploaded documents: one finished document per recipient, up to 50 files at a time and 3 MB each.
Issue from a spreadsheet
- Select Issue Credential, choose the record type, then Create with Arrota and a template.
- When you add recipients, choose Upload Spreadsheet.
- Upload a CSV with columns named Name and Email. Without those headings, Arrota reads the first column as the name and the second as the email.
- Select Continue to Review. Arrota checks every row and shows which are ready to issue.
- Issue the batch.
Larger batches are queued and issued in the background, so you can leave the page. Each recipient is emailed as their record finishes.
Import historical records
To bring earlier cohorts or former employees into Arrota without emailing them, turn on Historical import before you continue. Arrota creates signed archival records and sends no claim emails. They appear in your directory as Archival / Unclaimed.
Follow a batch
Select View bulk history on the issuance screen to see recent batches with their totals, successes, failures and status. Failed rows can be queued again in a new batch.