Imports

Obtained a new Insured and need to upload their certificates into Certificate Hero? Continue below to learn how to import certificates into Certificate Hero.

Download an Import Template

To ensure you Import report is filled out correctly, you can download an import template prior to uploading your document. Certificate Hero supports both CSV and Excel. You can find both templates within the "Create Import" slide out menu, or by clicking below.

Download CH CSV template HERE.

Download CH Excel template HERE.

Certificate Import

From the Certificates menu, click "Import".

On the next screen, in the upper right corner, click the orange "Create Import" button.

On the next screen, enter the name for the import. You can optionally add a description for your Import as well.

In the delimiter dropdown, you will select "comma".  This will separate the different pieces of data, where applicable (i.e., to separate between multiple endorsements).

Upload your document by dragging and dropping into the field, or by clicking to search your device. 

Once all required fields are filled out, click the blue "Import Certificates" button.

After your import is complete, you will be brought back to your Certificates Import menu. The status will read "completed" and you can confirm the number of certificates imported within the "# of Certs" column.

If you would like to download a zip file containing PDF copies of the imported certificates, within the "Actions" menu on the far right of the import, click "Download".

Your new certificates will now be found within your Certificate Manager witha. status of "Issued".