Import a new version of a transcript

userEducator Xello productXello 6-12 Time2 minutes

A new version of a student’s transcript can be imported. This feature is useful if a change was made to the student’s transcript and it needs to be updated.

To import a new version of a transcript:

  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 Matched tab.
    Transcripts page in Xello. Cursor is clicking on tab called Students with Transcripts
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    Transcripts page in Xello. Cursor is clicking on tab called Students with Transcripts
  4. Find the student in the list, or use the search bar directly above the student list.
  5. From the far right of the student's name, click the three dot icon, and select Import a new version. A modal window will open.
    Transcripts page in Xello. Cursor is clicking on the three dot icon for a student and will select Import a New Version
    Click to enlarge
    Transcripts page in Xello. Cursor is clicking on the three dot icon for a student and will select Import a New Version
  6. Drag and drop the PDF file into the window, or click Choose a Local File to select the PDF from your computer.
  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
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    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.

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Additional resources

  • pdfPDF
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