Export Equivalencies Using the Equivalency Search

This article builds upon Find Equivalencies through the Equivalency Search and overviews the steps needed to export equivalencies through the Equivalency Search. 

Once equivalencies have been selected, they can be exported to Microsoft® Word or Excel. Exporting this data allows the user to further review what equivalencies may need to be updated due to curriculum changes and provides a means to share information with stakeholders.

Select Equivalencies

First, locate the equivalencies that will need exporting using the linked instructions.

• Note that a maximum of 5,000 equivalencies can be exported at once. If the search produces more than 5,000 records, it will need to be refined to allow for batch editing.

In the below example, CollegeSource University is looking to find all (and only) active equivalencies to the home institution course COMM103. This search was done in March 2025, as noted in the explanation of the search criteria.

Select an Export Option

1. Select the button corresponding to the desired export format:

• Word.
• Excel.

Word

The browser one is using will determine how the export file will display.

• In Chrome, Firefox, and Microsoft Edge, a pop-up or button appears in the top, right-hand corner of the window.

Excel

The browser one is using will determine how the export file will display.

• In Chrome, Firefox, and Microsoft Edge, a pop-up or button appears in the top right-hand corner of the window.

Review the Export

Both the Word and Excel export files have the same format and contain the following fields:

• OPEID
• Transfer Institution name
• Transfer Course (or courses)
• Equivalent Course (or courses)
• Comments
• Date Begin
• Date End