Bulk import transcripts

userEducator Xello productXello 6-12 Time2 minutes

If your school uses a Student Information System (SIS) to integrate student accounts and information, then transcripts can be bulk imported to Xello in one go.

noteNote: You must be logged in directly at the high school to import transcripts. The bulk import option won't be available if you're logged in at the region or district level. To learn how to change the institution, check out View a different institution.

To quickly import multiple student transcripts:

  1. From your SIS, build one PDF file with all the required student transcripts. Each student's transcript should begin on a new page. This is to avoid the overlapping of the end of one transcript onto the first page of the next student's. Note where you've saved it.
    • Ensure the student ID and student name are on the same spot on each page of the transcripts.
    warningWarning: Only select students in 11th and 12th grade. Students in earlier grades will be unmatched.
  2. From your educator account, under Features, click College and select Document center.
    Educator account in Xello. In the left menu, Features is open. The College menu is also open and the cursor is selecting Document center.
    Click to enlarge
    Educator account in Xello. In the left menu, Features is open. The College menu is also open and the cursor is selecting Document center.
  3. Click the Document options dropdown and select Import transcripts.
    Document center page in Xello. The Document options dropdown is open and the cursor is selecting "Import transcripts"
    Click to enlarge
    Document center page in Xello. The Document options dropdown is open and the cursor is selecting "Import transcripts"
    noteNote: Only those with administrator or user level access can create or make these changes. To learn more about educator access and permissions, read the article on Educator Permissions.
  4. In the modal, locate the PDF file you created in step 1 and add it.
  5. Select the type of transcript (Initial, Mid-year, or Final), and click Import.
    Pop up window asking which Transcript type the user is uploading: Initial, Mid-Year, or Final
    Click to enlarge
    Pop up window asking which Transcript type the user is uploading: Initial, Mid-Year, or Final
    • It can take up to 30 minutes for the imported transcript to show under the Imported tab.
  6. Once the import has finished, you can find the transcript file in the Imported tab. From here, you'll be able to view who uploaded it and when, the type of transcript, how many were in the file, and the import status.
  7. To verify your transcripts were matched, click the Matched tab to view the list of matched transcripts. You'll see your most recent uploads at the top of the list.
    Document center in Xello. Cursor is clicking on the tab called Matched
    Click to enlarge
    Pop up window asking which Transcript type the user is uploading: Initial, Mid-Year, or Final
    tipTip: If you don't see your upload, you may need to match transcripts. Check out Match a transcript to learn more.

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