Use cases

Excel to certificate PDFs

Your Excel list, printed onto certificates.

If the names are already in Excel, the certificate work is nearly done. Save the workbook as a CSV, upload it, and place columns such as name, course, and date onto a certificate design — Batch, Please fills in every row and exports finished PDFs. No mail merge, no Word document, no add-ins.

Modern certificate design used as a Batch, Please starter template

Excel-first admin teams

Trainers keeping rosters in .xlsx

Office coordinators

What it solves

Replace manual personalization with a repeatable CSV flow.

  • Word mail merge breaking every time the workbook changes
  • Dates arriving as 45231 instead of a readable date
  • Names with accents turning into question marks after export

Example CSV columns

Bring the fields you already track.

first_namelast_namecoursedate_completedgrade

Each column can become a text field on your design. You decide where it appears, how it is styled, and how overflow is handled before export.

Starting point

Getting your list out of Excel or Google Sheets.

The upload accepts CSV files. Both Excel and Google Sheets save one in a couple of clicks — the details below are the parts that usually trip people up.

From Microsoft Excel

  • Row 1 must be headers, with no title row or merged cells above it.
  • Hidden columns and filtered-out rows are still written to the CSV — delete what you do not want.
  • File → Save As → CSV UTF-8 (Comma delimited). Excel saves only the active sheet.

From Google Sheets

  • Working in Sheets instead? File → Download → Comma-separated values (.csv).
  • See the Google Sheets to certificate page for the Sheets-specific details.

Workflow

From spreadsheet to finished PDFs.

The same process works whether you start with a built-in design or upload your own PNG/JPG artwork.

  1. 1

    Tidy the sheet so row 1 is headers and every row below is one recipient.

  2. 2

    Save As → CSV UTF-8 (Comma delimited), which writes the sheet you are on.

  3. 3

    Upload that CSV, choose a certificate design, and place your columns.

  4. 4

    Preview a few real rows, then export the certificates as PDFs.

Export options

Download the format that fits the job.

Certificate PDFs straight from an .xlsx list

One combined PDF for printing

Separate PDFs named from a column

Questions

Answers for this use case.

Can I upload an Excel file directly?

Not yet — the upload accepts .csv only. In Excel, use File → Save As and pick CSV UTF-8 (Comma delimited). The workbook itself is unchanged; you just get a .csv alongside it.

Why do my dates look like numbers?

Excel stores dates as serial numbers and CSV keeps whatever is displayed. Format the date column the way you want it to read on the certificate before saving as CSV, or type the dates as plain text.

Do accented or non-English names work?

Yes, as long as you save as CSV UTF-8 and pick a font that covers those characters. Before export, a preflight check flags any character the selected font cannot print instead of quietly rendering an empty box.