Manage Data in Excel
We have added useful guides to help you manage your data in an Excel file.
Manage Certifed Entity and its Certification Data
What's New?
Certificate template version 2.1 now has a separate sheet tab to manage the Certified Entity data.
Download template here
Certification can have multiple sites
Sites can be added at an Entity level.
Below are the fields in the certification version 2.1 Excel template.
Here you can manage all Certified Entity-related data
Certified Entity Unique ID
Certified Entity Name
Certified Entity Trading Name
Certified Entity English Name
Confidential Certified Entity
Business Registered Street
Business Registered City
Business Registered State
Business Registered Zipcode/Postcode
Business Registered Country/Economy
Business Registered Full Address
Certified Entity Website
TAX ID
VAT
Company ID Number
Business Registration Number
DUNS Number
To learn more about the rules for handling these fields, go to:
Certified Entity Data FieldsImport Certified Entity and its Certification data
NOTE: Importing Certified Entity and Certification data via Excel is recommended for bulk data import. If you want to update a single record or records no more than 10 certificates, we recommend using the Manual Data Entry. Prerequisites:
Clean and format data according to the IAF CertSearch data structure. Learn more.
Tips: Ensure that the identifiers such as the Certified Entity Unique ID and Certification Identity Number match across the sheets.
In the Certification Excel spreadsheet, please enter the data into their corresponding Certified Entity and Certification fields.
Once completed, go to the IAF CertSearch Data Import page
Choose how you would like to import your data
File Upload - Learn how to import data through File Upload
Once selected, click the Continue button (the system will initiate file and data processing)
The certificate will be successfully added to the Certified Entity record if all the files and data are valid.
Note: If errors are encountered during the import process, go to Error Handling.
-> To view the added certifications go to the Certification listing page
-> To view the added Certified Entity go to the Certified Entity listing page
Updating Certified Entity data only
If you wish to update the information of the Certified Entity, please make sure that you are using the same record identifier saved in the IAF CertSearch database.
To update Certified Entity information only:
In the Excel sheet, go to the Certified Entity tab
Apply the changes on the record you want to update
Once done, save your changes
go to the IAF CertSearch Data Import page
Choose how you would like to import your data
File Upload - Learn how to import data through File Upload
Once selected, click the Continue button (which initiates the data validation process)
If all the fields and data are valid, the certificate will be successfully added to the existing Certified Entity record.
Updating Certification data only
If you wish to update the information on the Certificate, please make sure that you are using the same record identifier saved in the IAF CertSearch database.
To update Certificate information only:
To update any certification data-related changes go to the following tabs:
Certification, when you want to update the certification status, issue details, certification scope or main site addresses, and the accreditation body.
Certification Standard & Scheme, when you want to update the Standard and Scheme of the certification.
Certification Sector, when you want to update the Sectors assigned to the certifications.
Certification Sites, when you want to udpate the Additional sites of the certification.
Apply the changes on the record you want to update
Once done, save your changes
go to the IAF CertSearch Data Import page
Choose how you would like to import your data
File Upload - Learn how to import data through File Upload
Once selected, click the Continue button (which initiates the data validation process)
If all the fields and data are valid, the certificate will be successfully added to the existing Certified Entity record.
Updating Certified Entity and its Certification data
TIPS: We recommend updating the same file you used to upload your data to minimize import interruptions or errors.
To update both the Certified Entity and its Certification
To update an existing record please make sure that the following record identifiers match from the file to the existing record uploaded in IAF CertSearch:
Certified Entity Unique ID, when updating any Certified Entity-related data
Certification Identity Number, when updating any certification-related data
Apply the changes to the records you want to update.
Once updated, go to the IAF CertSearch Data Import page
Choose how you would like to import your data
File Upload - Learn how to import data through File Upload
Once selected, click the Continue button (which initiates the data validation process)
If all the fields and data are valid, the certificate will be successfully added to the existing Certified Entity record.
Note: If errors are encountered during the import process, go to Error Handling.
Last updated