Getting Equivalencies into Transferology

Institutions new to Transferology have multiple options for uploading existing transfer equivalencies. This article overviews these options and provides additional resources to help schools get started. 

There are four primary ways to get equivalency data into Transferology:

  1. Existing TES Equivalencies
  2. Flat File Import
  3. uAchieve Connector
  4. Transfer Rule Extractor (T-Rex)

Existing TES Equivalencies

Institutions that currently store equivalencies in TES use this database as the source of their Transferology equivalencies. As part of the onboarding process, the School Administrator(s) will receive an email notifying them that their TES equivalencies have been loaded into Transferology Lab and are ready for preview. Once live, changes and additions to equivalency data in TES get pulled to Transferology every night and updated early the next morning.

Flat File Import

The flat file option is ideal for schools that:

  • do not store equivalencies in uAchieve.
  • are not currently storing equivalencies in TES or have additional data outside of TES that they wish to display in Transferology.

Transferology subscribers are afforded two flat file uploads per subscription year. Institutions can schedule these whenever they would like their equivalencies to be updated. Additional uploads can be purchased by contacting

More information about the import process is available in this article: Importing Transfer Equivalencies.

To complete the import process, institutions must start exporting their transfer equivalencies from their student information system. Institutions will need to connect with their IT staff to initiate this process. Data must then be reviewed and formatted to file specifications. CollegeSource provides an Excel template that institutions can use to ensure that their data is formatted correctly.

Once the import process is complete, the School Administrator(s) will receive an email that prompts them to log into Transferology Lab and review their institution's equivalency data. When ready, this user(s) should ask CollegeSource to make equivalency data viewable to students in Transferology. 

Questions about the import process should be directed to

uAchieve Connector

Institutions that store their equivalencies in DARwin/uAchieve can utilize the Transferology (uAchieve) Connector to send degree audits and course equivalency data to Transferology. 

The Transferology Connector is a Java web application installed by an institution's IT staff.  For an overview of the Transferology Connector, requirements for use, and installation and configuration instructions, see Transferology Connector.  Changes and additions to equivalency data in DARwin/uAchieve get pulled to Transferology twice per week.

Questions about the uAchieve Connector should be directed to

Transfer Rule Extractor (T-Rex)

The Transfer Rule Extractor (T-Rex) is ideal for institutions that store transfer equivalencies in PeopleSoft and do not store equivalencies in TES.  

T-Rex is an installable client program that queries several PeopleSoft transfer rules database tables and sends the data to Transferology via Transferology web services. Once Transferology has received the data, it is transformed into Transferology's transfer rule representation and loaded into Transferology later the same night. PeopleSoft schools can load their transfer rules into Transferology once a week and no longer need to use the flat file import process. In the Lab, the T-Rex tab manages transfer extraction at these PeopleSoft-only institutions. School Administrators have read-only access to T-Rex.

See this article to learn more about the T-Rex installation and configuration process (a CollegeSource Support Center account is required). Questions about this process should be directed to

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