Can I bulk-import lots of certificates at once?

Getting Started & On-Boarding

Bulk import is not currently available but it's a high-priority feature on our roadmap that will save you significant time when setting up multiple certificates.

Current Import Method

Individual Upload Only

Right now, certificates need to be added one at a time through the standard upload process:

  • Add each property individually to your account
  • Upload certificates one by one for each property
  • Set expiry dates for each certificate manually
  • Organise by property as you go

Coming Soon: CSV Import Wizard

On Our Roadmap

We're building a powerful CSV import wizard that will let you bulk-import all your certificates in one go. This feature is prioritised based on user feedback.

 

How the CSV Import Will Work

1
Upload Your Spreadsheet

Import your existing certificate data as CSV

2
Map Your Columns

Match your spreadsheet columns to CertNudge fields

3
Preview & Validate

Check data before importing everything

4
Import Everything

Bulk-create properties and certificates in one go

Expected Column Mapping

Your Spreadsheet Column Maps To CertNudge Field Required
Property Address Property Name/Address  
Certificate Type Certificate Category  
Issue Date Certificate Issue Date  
Expiry Date Certificate Expiry Date  
Contractor Name Issued By  
Certificate Number Reference Number  

Speed Up Current Process

Prepare Your Data
  • Organise certificates by property
  • Have all expiry dates ready
  • Group similar certificate types
Batch Upload
  • Add all properties first
  • Upload certificates property by property
  • Use consistent naming conventions

High User Demand

Bulk import is one of our most requested features. We're prioritizing it because we know it will save significant time for landlords managing multiple properties. The CSV import wizard will make migrating from spreadsheets seamless.

bulk import CSV import spreadsheet multiple certificates roadmap
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