Import Contacts

Field

Rules

All date fields:

birth_date

part_a_effective_date,

part_b_effective_date,

enrollment_effective_date

enrollment_submitted_at

Use this format: MM/DD/YYYY. For example: 08/02/1951

type

This can be client or lead, and determines whether the Contact lives on your Clients or Leads page

If you don't fill this out, it defaults to client

state

Use the 2-character state abbreviation, not the full state name. For example: FL

zip

Ensure this is a valid ZIP code.

phone

This should only have 10 numeric digits. Parentheses or dashes are fine, they will be ignored. For example: 806-302-3022, or 8063023022

email

Use this format: daniel@aol.com

medicare_number

Ensure this is 11 characters, i.e. 1EG4TE5MK75

medicaid_eligible

extra_help

These can only be yes or no

status

This can only be new or enrolled, for now – we'll eventually expand this list. If you don't put a status, we default to new.

sex

This must be Male or Female, not M or F

note_1, note_2, note_3

This adds to the contact's Notes table. Put whatever you like here.

enrollment_plan_id

Use this standard format: H111-111-1111

An H, then 3 digits, dash, 3 digits, dash, 4 digits.

enrollment_premium_cents

Use a cents value here. For example, if you want premium to display as $87.40, then enter 8740

plan_sub_type

This must be one of the following values, spelled just like this, otherwise it will be skipped:

HMO, HMOPOS, PPO, LPPO, RPPO, Plan A, Plan B, Plan C, Plan D, Plan F, Plan F High Deductible, Plan G, Plan G High Deductible, Plan K, Plan L, Plan N

plan_type

This must be one of the following 4 values, spelled just like this, otherwise it will be skipped:

MAPD, MA, Part D, Med Supp