Go to Insights > Reporting > Transcripts, open the Actions menu and select Import Transcript Records. Download the CSV template, fill it in using the field rules below, then choose the file and select Import data.
Add grades from earlier years or other systems, so they appear on ManageBac+ transcripts alongside reports.
Set up the academic years and terms in Settings > Academic Terms before you import. Term names in your file must match those names exactly.
Import transcript records
-
Go to Insights > Reporting and select Transcripts.
-
Open the Actions menu next to Bulk Generate Transcripts and select Import Transcript Records.
-
Download the CSV template.
Fill in one row per student, class and term, following the field rules below. Save as CSV.
Select Choose File, pick your CSV and select Import data.
Field rules
| Column | Required | What to enter |
|---|---|---|
| Student Email | Yes | The student's email address in ManageBac+ |
| Program | Yes | IB: MYP or DP. Non-IB: MS (grades 6 to 10) or HS (grades 11 to 12) |
| Academic Year | Yes | The exam session year, which is the later year. For 2025-2026, enter 2026 |
| Academic Term | Yes | Exactly as named in Settings > Academic Terms, for example Semester 1 |
| Report Name | Yes | A name you will recognise when choosing transcript reports for that term and year |
| Subject Group | Yes | Exactly as named in Settings > [programme] > Subjects. Enter TOK as Core |
| Class Name | Yes | As it should appear on the transcript. If another term of the same year comes from reports, use the same class names, or the PDF shows extra lines |
| Class Grade | Yes | Exactly as in Settings > School Settings > Grades & Levels |
| Term Grade | Yes | For DP and MYP, the final grade from 1 to 7 |
| Local Grade | Non-IB only | Required for non-IB classes. Optional for DP and MYP |
| Subject Level | DP only | SL or HL |
| Credits | No | A number of 0 or more. Symbols such as a dash are not accepted |
Most failed imports come from names that do not match settings exactly. Copy term, subject group and grade names straight from Settings into the template.
Import optional information
To add extra details to each student's transcript, open Import Optional Information, download its CSV template, fill it in and import it in the same way.