There are four ways to add students to ApplyBoard. This guide explains each method, when to use it, and links to the full step-by-step instructions so you can get your students set up and ready for program search.
Note: Adding a student is your first step on ApplyBoard. A complete student profile unlocks eligibility matching in Search and auto-attaches core documents to every application you create.
Which Method Should I Use?
Smart Profile — Recommended for Most Recruiters
Smart Profile is the fastest and most accurate way to add a student. Upload the student's passport, transcripts, and test score results to the Smart Document Vault and ApplyBoard's AI automatically extracts the data and completes their profile. Core documents are then auto-attached to every application you create for that student.
Tip! Smart Profile saves significant time per student compared to manual entry. If you have the student's documents available, this is always the recommended starting point.
Add a student using Smart Profile
Step-by-step instructions for creating a profile and uploading documents to the Smart Document Vault.
Manual Entry
If a student's documents are not yet available, you can create their profile by entering each section by hand. You will need their personal information, education history, test scores, and visa history. Manual entry takes longer than Smart Profile but gives you full control over each field.
Add a student manually
The complete profile creation guide, covering both Smart Profile and manual entry in one place.
WhatsApp (Abbie for RPs)
Abbie for RPs lets you add and update student profiles directly through WhatsApp. It is ideal for recruiters working on mobile, or when a student has already sent their documents in a WhatsApp chat and you want to forward them straight to their ApplyBoard profile. Abbie uses the same AI extraction as Smart Profile to populate the student's details automatically.
Note: To use Abbie for RPs, message +1 (825) 451-2345 on WhatsApp to get started.
Add a student via WhatsApp
How to connect to Abbie, link a student profile, and upload documents through the chat interface.
Bulk CSV Import
Bulk CSV Import lets you add up to 50 student leads at once by uploading a spreadsheet file. This is the most efficient method when you have a large group of students to onboard at the same time. You will need a valid personal email address and written consent for each student in the file.
Note: Bulk import creates basic student records only. You will still need to complete each student's profile individually before searching for programs.
Add multiple students at once
How to prepare your CSV file, assign students to staff, and troubleshoot common upload errors.
Once your students are added and their profiles are complete, you are ready to search for programs that match their background and goals.
Stage 2 — Search for programs
Use ApplyBoard Search to find programs that match your student's destination, level of study, and eligibility.