Getting Equivalencies into Transferology

Institutions new to Transferology® have multiple options for uploading existing transfer equivalencies. This article provides an overview of these options and resources to help start the process.

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

Existing TES Equivalencies

Institutions currently storing equivalencies in TES® can use this database as the source of Transferology equivalencies.

As part of the onboarding process, the School Administrator(s) will receive an email notification that the institution's 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 into Transferology daily, Tuesday-Saturday morning.

Flat File Import

The flat file option is ideal for institutions that:

  • Do not store equivalencies in TES or uAchieve®; or
  • Store equivalencies in TES but have additional data needing to be displayed in Transferology.

Transferology subscribers are afforded two flat file uploads per subscription year. Institutions can schedule these with CollegeSource as needed. Additional uploads can be purchased by contacting

See Importing Transfer Equivalencies for further information about the import process.

To complete the import process, institutions will need to work with campus IT staff to export transfer equivalencies from the Student Information System (SIS). Data will need to be reviewed and formatted to file specifications provided by CollegeSource. An Excel template is available to help institutions ensure that data is formatted correctly.

Once the import process is complete, the School Administrator will receive an email to log into Transferology Lab and review the institution's equivalency data. When ready, the Admin should ask CollegeSource to make equivalency data viewable to students in Transferology. 

Questions about the import process should be directed to

Transferology Connector (uAchieve)

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

The Transferology Connector is a Java web application installed by the institution's IT staff. Additional documentation addresses the connector's requirements for use and provides installation and configuration instructions.

Institutions running the Transferology 5.0 Connector can receive daily equivalency refreshes after running the required scripts and contacting CollegeSource to finalize the setup. See Lab FAQs ("How Often is Equivalency Data Updated?) for more information.

Questions about the import process 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®.

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 that night. PeopleSoft schools can load transfer rules into Transferology once a week on Saturdays and no longer need to use the flat file import process. The T-Rex tab in the Lab manages transfer extraction for PeopleSoft institutions. School Administrators have read-only access to T-Rex.

Read more about the T-Rex installation and configuration process (a CollegeSource Support Center account is required). 

Questions about PeopleSoft T-Rex should be directed to

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us