Manage and import persons

Persons are the recipients of your certificates. Create them one by one or import them from a CSV file.

1. In the Certificates menu, open People.
2. Create person adds one person. Only first and last name are required, everything else is optional.
3. For many persons choose Import persons and upload a CSV file. Example files to download show the columns.
4. In the CSV, first_name and last_name are required. Optional columns include birthdate (DD.MM.YYYY or YYYY-MM-DD), gender, email and phone.
5. Use the search to find persons by name, email or ID.

The birthdate is optional and only appears on the certificate if you enter it. Permanently deleting a person also removes all their certificates including PDF files. Without an accepted DPA, creating and importing are blocked.