Introduction
Using a service task it is possible to upload certificates with the PDF attachment in bulk.
Requirements
- Access to an SFTP account
- All types of certificates that you want to upload should already be created in the software. The code used for each certificate will be needed to complete the upload.
Steps
All PDF-certificates should be uploaded to a SFTP folder which can be made accessible for the application.
In this map also an Excel file should be uploaded. This Excel file needs to contain the following columns:
| Field | Required? | Comment |
| Reference number employee | Required | Unique employee number. Based on this number the application will check if the employee already exists. |
| Code certificate | Required | Here you have to fill in the code of the type of certificate you already created in the software. |
| Obtained on | Required | The date that the certificate was obtained by the employee |
| Expires on | Optional | The expiration date of the certificate. If this field is empty, the certificate doesn't expire. Although there is an option to set the validity period for a type of certificate, the application won't take the information from the type of certificate into account for this upload. |
| Publisher | Optional | The name of the organization that issued the certificate |
| Path to scanned certificate | Optional | If this Excel file and the PDF certificates are in the same folder, this field should just contain the name of the PDF file. |
Once the Excel file is ready, you can also upload it to the SFTP location that contains the PDF files with certificates. Next you can notify your consultant so that he/she can configure the service task to upload all documents.
Example file
Download the file below to see an example of how this file could look like. (certificates.xlsx = English version and certificaten.xlsx = Dutch version).