Match a transcript

userEducator Xello productXello 6-12 Time2 minutes

Unmatched transcripts rarely happen and if they do, it’s usually because a student name or ID on the transcript doesn’t match with one in the student list in Xello. You can fix this by manually matching transcripts to the correct student.

To match a transcript to a student:

  1. From your educator account, click Features and select College Planning.
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    • Or, from your dashboard, click the College Planning card.
  2. Next to Transcripts, click Manage.
    College Planning page open with Transcripts tile highlighted
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    College Planning page open with Transcripts tile highlighted
  3. On the Transcripts page, click the Unmatched tab to show the list of transcripts not currently matched to any students.
    Transcripts page in Xello with the cursor hovering over the "Unmatched" tab
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    Transcripts page in Xello with the cursor hovering over the "Unmatched" tab
  4. Choose the transcript you wish to match and from the far right of the student name, click the three dot icon and select Match to student.
    Transcripts page in Xello with the "Unmatched" tab open. Three dot menu next to student name is open with cursor selecting "Match to Student"
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    Transcripts page in Xello with the "Unmatched" tab open. Three dot menu next to student name is open with cursor selecting "Match to Student"
    • To view a copy of the transcript before matching, click View transcript.
      Transcripts page in Xello with the "Unmatched" tab open. Three dot menu next to student name is open with cursor selecting "View Transcript"
      Click to enlarge
      Transcripts page in Xello with the "Unmatched" tab open. Three dot menu next to student name is open with cursor selecting "View Transcript"
  5. The next page will show the name on the transcript, and a list of students who don’t yet have a transcript matched to them. Determine the corresponding student and click Match.
    • If a student has already been matched with a transcript, an action box will give you the option to Replace the previous transcript or to cancel the action.
noteNote: The ability to send transcripts is for students in 11th and 12th grades. Younger students will be unmatched. Before importing, ensure you select only students in 11th grade and up.

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Additional resources

  • pdfPDF
    PDFStudent quick guide on transcripts

    Quick guide for students on how to request transcripts, create an application tracker and view the progress of their transcript request.

  • pdfPDF
    PDFEducator quick guide on transcripts

    Quick reference document on how educators fulfill student transcript requests in Xello.

  • pdfShort video
    Short videoPaying for college - student-facing video New

    Help students learn how to navigate their financial aid options. From applying for FAFSA to learning about scholarships, grants, work-study, and loans (also available in Spanish).

  • live webinarRecording
    RecordingCollege Planning Tools in Xello

    Learn how Xello’s suite of College Planning tools can help you empower your US college-bound students stay organized and on track with college information gathering, planning, and application tracking.

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