Managing your records
Editing a certificate record
Last Updated: September 2, 2026Made a typo in a learner’s name, or need to correct a completion date? You can edit any record individually at any time. Changes take effect immediately on the public verification page. The authentication code itself can be edited too, but remember that if you change it, the old code will no longer verify —...
Bulk editing certificate records (Pro)
Last Updated: September 2, 2026(Pro) When you need to change the same thing across many certificates — say, set an expiry date on a whole cohort — bulk editing does it in one action instead of one record at a time. You can bulk-set: You can also bulk delete selected records from the same menu. Deletion is permanent, so...
Exporting your records as CSV or XLSX
Last Updated: August 25, 2026Exporting gives you a complete, portable copy of your certificate data — useful for backups, reporting, or moving to another site. What’s included The export contains every record and all four core fields, plus Student Email. With Pro active, exports also include expiry dates, certificate status and any custom fields — so an exported file...
Backing up your certificate data
Last Updated: September 3, 2026Your certificates are stored in your own WordPress database, which means they’re already covered by the backups you (or your host) run for the whole site. It’s still worth understanding your options. Three ways to back up How often should you back up? Export a fresh copy whenever you add a large batch of certificates,...
Deleting certificate data before uninstalling
Last Updated: September 3, 2026By default, uninstalling the plugin keeps your certificate data, so you never lose records by accident. If you genuinely want everything removed, you have to opt in first. If you want your data deleted on uninstall Important points Reminder: Deletion is permanent. Export a backup first if there’s any chance you’ll want the records back....