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 advise students more efficiently 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.

To export a Transfer Bundle:

  1. Go to the Advising & Recruiting menu.
  2. Select Course Bundles.
    • By default, the Transfer tab will be selected. 
    • If exporting a Collaborative Transfer Bundle, select the Collaborative tab.
  3. 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



  1. 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).


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