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, click Features and select College Planning.
    Click to enlarge
    • Or, from your dashboard, click the College Planning card.
  3. Next to Transcripts, click Manage.
    College Planning page open with Transcripts tile highlighted
    Click to enlarge
    College Planning page open with Transcripts tile highlighted
  4. The first page you’ve landed on shows the list of latest Requests.
    Transcripts page in Xello. View Latest tab is open
    Click to enlarge
    Transcripts page in Xello. View Latest tab is open
  5. Click the Transcript options dropdown and select Import transcripts.
    Transcripts page in Xello. The Transcript options dropdown is open and the cursor is selecting "Import transcripts"
    Click to enlarge
    Transcripts page in Xello. The Transcript options dropdown is open and the cursor is selecting "Import transcripts"
  6. In the modal, locate the PDF file you created in step 1 and add it.
  7. 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.
  8. 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.

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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.

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  • pdfPDF
    PDFSend requested transcripts to institutions

    Use this quick guide to learn how to complete transcript requests from students, including how to import, send, and track the progress of the transcript.

  • open bookXello Academy
    Xello AcademyManaging Transcripts through Xello

    In this course, you'll learn to import and view student transcripts; view and fulfill transcript requests; track their progress; and feel confident in helping students request transcripts in their college application journey.

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  • live webinarRecording
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