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.

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.

To match a transcript to a student:

  1. 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.
  2. Click the Unmatched tab.
    Document center page open in Xello. The cursor is clicking the "Unmatched" tab.
    Click to enlarge
    Document center page open in Xello. The cursor is clicking the "Unmatched" tab.
  3. 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"
    Click to enlarge
    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.
  4. 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

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