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 one 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.
    Click to enlarge
    • Or, from your dashboard, click the College Planning card.
  2. Next to Transcripts, click Manage.
    College Planning page open with Transcripts tile highlighted
    Click to enlarge
    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
    Click to enlarge
    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
    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.

up arrowBack to top

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.