Uniqode Cards now allows you to onboard and assign employees to their respective departments or organizations, while enabling you to create digital business cards for all of them at once. You can also select specific templates for each organization.
Prerequisites
Uniqode Cards Business+ plan
Master organization admin access
Bulk create cards for multiple organizations
Sign in to your Uniqode Cards account
Select Digital Business Cards, then go to My Cards or Organization Cards.
Click Bulk Create
If you have multiple organizations and want to onboard and create users within their respective organizations, click Multiple orgs
Format your CSV or XLSX file containing your employee details using our template. To view the template, click CSV template or Download XLSX template.
The following are the fields that need to be filled:
Fields | Description |
Card owner email* | Email address of the card owner |
Role (In dashboard)* | Role of the employee in the organization in the dashboard |
First name* | First name of the employee |
Last name* | Last name of the employee |
Pronouns | Pronouns of the employee. E.g. - he/him, she/her etc |
Company | Company name of the employee |
Designation (Job title) | Job title of the employee in the company |
Summary (Bio) | A brief description of what the employee does |
Phone work | Official phone number of the employee |
Phone mobile | Personal phone number of the employee |
Email work* | Official email address of the employee |
Website company | Company's website URL |
Address | Preferred address of the employee |
Location URL (Google Maps) | Specified address' Google Map location URL |
User image URL | URL for employee's image on the card |
Facebook URL of the employee | |
X (Formerly Twitter) | X (Formerly Twitter) URL of the employee |
LinkedIn URL of the employee | |
Short URL alias | The slug of the URL of the card. For example, if the URL of the card is https://qrcodes.pro/jane, then, jane is the Short URL alias. |
Department | The department of the employee |
Custom URL | The domain that will act as the URL for the card |
Organization | ID of the Organization the employee belongs to |
Fields marked with an asterisk (*) are mandatory in the CSV/XLSX file.
Note: In the Organization column, enter the organization ID as a number to create a new organization, or simply copy and paste the ID of an existing organization from your Uniqode account. To find the ID of an existing organization, go to the Organizations menu and copy the ID of the organization you need. You can also add any social media links other than the ones listed in the template as well.
Upload File
Upload your CSV or XLSX file containing your employee details by clicking browse under Upload your data section.
Select the file then click Upload. If there are any errors in the data that you have entered in the file, edit the data correctly then click REVALIDATE.
Click Next
In the Assign templates section, choose the template for the cards for each organization.
Click Finish
Note: If there are no templates created in the specified organization, the default template will be assigned automatically.
Once the bulk request is processed and the cards are ready, you will receive an email. After that, you can distribute them to your employees immediately or send it out later as needed.