> For the complete documentation index, see [llms.txt](https://support.iafcertsearch.org/certification-bodies/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.iafcertsearch.org/certification-bodies/cb-zh/data-management/data-import/certification-templates/manage-data-in-excel.md).

# 在Excel中管理数据

我们添加了有用的指南，以帮助您在Excel文件中管理数据。

> [向现有的认证实体添加证书](#1-to-update-certification-data-to-an-existing-certified-entity-via-excel)
>
> [向新的认证实体添加证书](#2-to-add-certification-data-to-a-new-certified-entity-record)
>
> [更新证书](#updating-certification-data-from-excel-file)

## 从Excel文件导入认证数据

{% hint style="info" %}
\*\*注意：\*\*建议使用Excel添加认证以进行批量数据导入。如果您要更新单个记录或不超过10个证书的记录，建议使用[手动录入数据](https://github.com/QualityTrade/iaf-docs-certification-bodies-zh/blob/main/data-management/data-import/certification-templates/broken-reference/README.md)。\
\
**先决条件：**

* 根据IAF CertSearch数据结构整理和格式化数据。[了解更多](https://github.com/QualityTrade/iaf-docs-certification-bodies-zh/blob/main/data-management/data-import/certification-templates/broken-reference/README.md)。
  {% endhint %}

### (1) 通过Excel添加认证数据到现有的认证实体

1. 在证书Excel电子表格中，请将数据输入到相应的字段中。

   \
   **认证实体信息**

   * Certified Entity Name <mark style="color:red;">(required)</mark>
   * Certified Trading Name (optional)
   * Certified English Name (optional)
   * Certified Entity Street <mark style="color:red;">(required)</mark>
   * Certified Entity City <mark style="color:red;">(required)</mark>
   * Certified Entity State (optional)
   * Certified Entity Country <mark style="color:red;">(required)</mark>
   * Certified Entity Zipcode/Postcode <mark style="color:red;">(required)</mark>\\

   **证书信息**-发给认证实体的证书

   * Certificate Number <mark style="color:red;">(required)</mark>
   * Certification Status <mark style="color:red;">(required)</mark>
   * Certification Type <mark style="color:red;">(required)</mark>
   * Certification Standards and Schemes <mark style="color:red;">(required)</mark>
   * Certification Scope (optional)
   * Certification Original Issue Date (optional)
   * Certification Issue Date <mark style="color:red;">(required)</mark>
   * Certification Expiry Date <mark style="color:red;">(required)</mark>\
     \
     若要了解更多有关认证字段的信息，请单击此处

{% hint style="info" %}
\*\*提示：\*\*确保认证实体的唯一标识符和认证实体名称与现有的认证实体记录匹配。
{% endhint %}

2. 完成后，转到IAF CertSearch数据导入页面。
3. 选择您希望如何导入数据
   * **文件上传** - [了解如何通过文件上传导入数据](broken://spaces/tS6z5hiHjMyFZFqdXIJ0/pages/wqVSu8BWIgCk45g7vXnF)
   * **FTP** [了解如何通过FTP导入数据](broken://spaces/tS6z5hiHjMyFZFqdXIJ0/pages/XTVoifJ67CNYzzH0a09L)
4. 选择后，单击**继续**按钮（系统将启动文件和数据处理）
5. 如果所有文件和数据都有效，则成功将证书添加到现有的认证实体记录中。

{% hint style="info" %}
\*\*注意：\*\*如果在导入过程中遇到错误，请转到错误处理。
{% endhint %}

### (2) 向新的认证实体记录中添加认证数据

1. 在证书Excel电子表格中，请将数据输入到相应的字段中。

{% tabs %}
{% tab title="认证" %}
\*\*提示：\*\*确保所有选项卡中的证书记录引用的CIN与证书记录匹配。

* Certification Identity Number <mark style="color:red;">(required)</mark>
* Certificate Number <mark style="color:red;">(required)</mark>
* Certification Status <mark style="color:red;">(required)</mark>
* Certification Type <mark style="color:red;">(required)</mark>
* Certified Entity Name <mark style="color:red;">(required)</mark>
* Certified Trading Name (optional)
* Certified English Name (optional)
* Certified Entity Street <mark style="color:red;">(required)</mark>
* Certified Entity City <mark style="color:red;">(required)</mark>
* Certified Entity State (optional)
* Certified Entity Country <mark style="color:red;">(required)</mark>
* Certified Entity Zipcode/Postcode <mark style="color:red;">(required)</mark>
* Certification Scope (optional)
* Certification Original Issue Date (optional)
* Certification Issue Date <mark style="color:red;">(required)</mark>
* Certification Expiry Date <mark style="color:red;">(required)</mark>
  {% endtab %}

{% tab title="认证标准和方案" %}
\*\*提示：\*\*确保认证页选项卡中的现有证书记录与CIN匹配。

* Certification Identity Number <mark style="color:red;">(required)</mark>
* Standard Name <mark style="color:red;">(required)</mark>
* Scheme Name <mark style="color:red;">(required)</mark>
  {% endtab %}

{% tab title="认证附加站点" %}
\*\*提示：\*\*确保认证页选项卡中的现有证书记录与CIN匹配。

* Certification Identity Number (required)<mark style="color:red;">(required)</mark>
* Additional Site Address (optional)
* Additional Site City (optional)
* Additional Site State (optional)
* Additional Site Zipcode/Postcode (optional)
* Additional Site Country/Economy <mark style="color:red;">(required)</mark>
* Additional Site Scope (optional)\
  \
  若要了解更多有关认证字段的信息，请单击此处
  {% endtab %}
  {% endtabs %}

2. 完成后，转到IAF CertSearch数据导入页面。
3. 选择您希望如何导入数据
   * **文件上传** - [了解如何通过文件上传导入数据](/certification-bodies/cb-zh/data-management/data-import/data-import-methods/file-upload.md)
   * **FTP -** [了解如何通过FTP导入数据](/certification-bodies/cb-zh/data-management/data-import/data-import-methods/ftp.md)
4. 选择后，单击\*\*'继续'\*\*按钮（启动数据验证）
5. 如果所有文件和数据都有效，成功添加认证实体和认证记录。

-> 要查看添加的认证，请转到**认证**列表页面。

-> 要查看添加的认证，请转到**认证实体**列表页面。

***

### 从Excel文件更新认证数据

{% hint style="info" %}
\*\*提示：\*\*我们建议更新与上传数据相同的文件，以减少导入中断或错误。
{% endhint %}

## 通过Excel更新认证数据

1. 在证书Excel电子表格中查找要更新的数据。

{% hint style="info" %}
\*\*提示：\*\*确保认证实体的唯一标识符和认证实体名称与现有的认证实体记录匹配。
{% endhint %}

\
**认证实体信息**

* Certified Entity Name <mark style="color:red;">(required)</mark>
* Certified Trading Name (optional)
* Certified English Name (optional)
* Certified Entity Street <mark style="color:red;">(required)</mark>
* Certified Entity City <mark style="color:red;">(required)</mark>
* Certified Entity State (optional)
* Certified Entity Country <mark style="color:red;">(required)</mark>
* Certified Entity Zipcode/Postcode <mark style="color:red;">(required)</mark>\\

**证书信息** - 颁发给认证实体的证书

* Certificate Number <mark style="color:red;">(required)</mark>
* Certification Status <mark style="color:red;">(required)</mark>
* Certification Type <mark style="color:red;">(required)</mark>
* Certification Standards and Schemes <mark style="color:red;">(required)</mark>
* Certification Scope (optional)
* Certification Original Issue Date (optional)
* Certification Issue Date <mark style="color:red;">(required)</mark>
* Certification Expiry Date <mark style="color:red;">(required)</mark>\
  \
  要了解有关认证字段的更多信息，请单击此处

2. 完成后，转到 IAF CertSearch 数据导入页面
3. 选择您希望如何导入您的数据
   1. **文件上传** -[ 了解如何通过文件上传导入数据](/certification-bodies/cb-zh/data-management/data-import/data-import-methods/file-upload.md)
   2. **FTP -**[ 了解如何通过 FTP 导入数据](/certification-bodies/cb-zh/data-management/data-import/data-import-methods/ftp.md)
4. 一旦选择，点击**继续**按钮（启动数据验证过程）
5. 如果所有字段和数据都有效，则证书将成功添加到现有的认证实体记录中。

{% hint style="info" %}
\*\*注意：\*\*如果在导入过程中遇到错误，请转到[错误处理](/certification-bodies/cb-zh/error-handling/error-handling.md)。
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://support.iafcertsearch.org/certification-bodies/cb-zh/data-management/data-import/certification-templates/manage-data-in-excel.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.