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Imports | Obtained certificates

Updated

To import Obtained Certificates, follow these steps:

  1. Go to Management > Management > Imports

  2. Click on Obtained Certificates

  3. Download the example file by clicking the 'Download Template' button.

  4. Open the Excel file 'certificates_template.xlsx' and fill in at least the fields that are coloured pink. If the cells in the 'Date obtained' column are left empty, today's date will be used as the date obtained.

    Note: make sure that the cell properties of the 'Date obtained' column are not changed. If they are, any value may not be recognised and today's date will be used as the date obtained.

    Field explanation:

    • Auto Number: Enter TRUE or FALSE in this field, depending on whether you want the certificate to be automatically numbered

  5. Save the file and click 'Import'

  6. Click the 'Browse' button and then 'Save'.

An error log is generated when data is missing or incorrect. Click on the three dots, and then on 'Failed' to download and view the log. The last column of the file shows the reason why the import failed.

image-20230323-103649.png

Some common error messages:

Error message Explanation
DefinitionCode or UserCode not found or unauthorized The field has been filled in incorrectly. This may be because a value does not yet exist in the system, an incorrect value has been entered, or an incorrect format is being used.
Certificate code does not exist. The certificate definition code does not exist
User code does not exist The linking code does not exist

The right you specifically need for this import:

'Beheer_imports_behaalde_bewijsstukken'

Note:

It is also possible to import Certificates with attachment. For more information, click here

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