This article will walk you through how to export your issued certificates as a CSV file! You can select a custom date range, download up to 500 certificates instantly, or receive them by email if you’re exporting a larger batch. Perfect for auditing or syncing certificate data with other tools!

TABLE OF CONTENTS

• What is Certificate Exporting?
• Key Benefits of Exporting Issued Certificates
• How to Export Certificates as a CSV File
• Export Logic & Delivery Rules
• Frequently Asked Questions

What is Certificate Exporting?

Certificate exporting allows users to download issued certificate records in bulk as a CSV file, complete with metadata such as recipient name, email, date issued, and certificate ID. This is ideal for teams managing training completions, course certifications, or audits.

Key Benefits of Exporting Issued Certificates

Easily access and manage your certificate data by exporting it to CSV format. Here’s why it’s useful:

• Export up to 500 certificates instantly via in-app download

• Automatically receive CSV by email if over 500 certificates

• Filter by custom date ranges to narrow results

• Use exports for compliance, analytics, or integrations

• CSV format is universally accepted and easy to manipulate

• Streamline reporting or sync with external LMS tools

How to Export Certificates as a CSV File

Exporting your certificate data is simple and flexible. Here’s how to do it:

1. Navigate to the “Issued Certificates” section of your Certificates app.

2. Click the Export CSV button located at the top right corner.

3. A date range filter will appear — select the desired time period for the certificates you want to export.

4. Click Confirm Export to begin.

• If your export contains fewer than 500 certificates, the CSV file will download immediately to your device.

• If the export includes more than 500 certificates, you’ll see a message indicating that the file will be emailed to your login email address when it’s ready.

Export Logic & Delivery Rules

Understanding how certificate export works helps avoid confusion and ensures smooth operation when handling large data sets.

• < 500 Certificates: CSV downloads immediately in-browser.

• > 500 Certificates: CSV is emailed to the logged-in user.

• Email Subject Line: “Your Certificate Export is Ready”

• Link Expiration: The download link in the email is valid for 24 hours only.

• Date Range Required: Users must select a date range before exporting to define the export boundaries.

Frequently Asked Questions

Q: Can I export certificates without filtering by date?

No. A date range is mandatory to limit the dataset and optimize performance.

Q: Where will the CSV file be sent?

If the export exceeds 500 certificates, the CSV will be emailed to the email address associated with your SourCherry account.

Q: How long is the CSV download link valid?

The emailed download link is valid for 24 hours.

Q: What data is included in the CSV export?

The export includes: Full Name, Email Address, Certificate ID, Date Issued, and optionally, Course Name or Tags (if configured).

Q: Can I re-download a previous export?

No. You must re-export using the same date range if the original link expires.

Next Steps

• Haven’t issued any certificates yet? [Learn how to issue certificates].

• Want to automate certificate delivery? [Explore workflow triggers for certificates].

• Need branding customization? [Use SmartDocs to create styled certificate templates].