Course Bundles: Export Transfer Bundles

Course Bundles are grouped collections of courses, standardized exams, military credits, and program requirements within Transferology® Lab. These can be used by college staff to provide students with more efficient advisements and to research transfer scenarios. Pre-named bundles can be automatically created from advising & recruiting leads. This article provides steps for exporting Transfer and Collaborative Transfer Bundles.

Articles in this series:

Course Bundles
Course Bundles: Create Transfer Bundles
Course Bundles: Create Collaborative Transfer Bundles
Course Bundles: View Transfer Bundle Matches
Course Bundles: Manage Transfer Bundles
Course Bundles: Manage Collaborative Transfer Bundles
Course Bundles: Export Transfer Bundles

To export a Transfer Bundle:

Go to the Advising & Recruiting menu.
Select Course Bundles.
- By default, the Transfer tab will be selected.
- If exporting a Collaborative Transfer Bundle, select the Collaborative tab.
Previously saved bundles will populate the table.
- To the right of the bundle name, under Actions, select the export bundle button.

Callout illustrates location of export bundle button within a Course Bundle on the Transfer tab. — Transfer Bundle within the Transfer tab. Select to see a larger version.

Callout illustrates location of export bundle button within a Collaborative Transfer Bundle. — Collaborative Transfer Bundle. Select to see a larger version.

Export Course Bundle pop-up as described below

Field	Instructions	Restrictions
File name	Key in the file name for the bundle to be exported The File name field generates a default file name that may be customized before export Format of the default file name: BundleExport_(TransferBundlename).(extension)	Required
File Type	Select from: CSV Data configured as a CSV file can be opened in Microsoft® Excel JSON Data configured within a JSON file can be opened with most text editors Institutions can work with college or university IT staff to import these files into a Student Information System (SIS) or Customer Relationship Management (CRM) solution	Required

Select Export.

Export Fields

Included in the export are the following fields:

IPEDS_ID

Integrated Postsecondary Education Data System (IPEDS) institution ID number

SCHOOL

College, university, or organization the course is from

COURSE

Transfer institution course identifier (often structured as a subject + number)

TITLE

Name of the course (a brief label)

TERM

Term the course was entered/selected in Transferology

HOURS

Credit value of the course (educational systems vary; this number could represent semester, quarter, unit, or other credit types)

SOURCE

Source of data (Transferology Lab)