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Import contacts
Jeff Kriege avatar
Written by Jeff Kriege
Updated over 2 months ago

Easily add your Book of Business to your HealthSherpa Medicare account, with a click.

Here's how:

1. Click Import

Find this link at the top right of your Clients page and Leads page

2. Download the template

You'll see a popup with a link to download our import template. Or download it here.

3. Fill the template

You'll see 2 rows of example clients in the template. Replace these with your own contacts.

ℹ️ Note: Only first_name and last_name must be filled – every other row is optional.

De-duping

Any rows where first_name and last_name match an existing record will be excluded from the import.

Other notes to ensure a successful import

  • birth_date, part_a_effective_date, and part_b_effective_date

    • Use this format: MM/DD/YYYY

  • 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.

  • zip

    • Ensure this is a valid ZIP code.

  • phone

    • This should only have 10 digits. Parentheses and dashes are fine.

  • email

  • medicare_number

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

  • medicaid_eligible and 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.

  • note_1, note_2, note_3

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

4. Upload the template

Go back to the Import popup and upload your filled-out template file. Then refresh the page to see your imported contacts.

Got feedback on this feature? Submit feedback here


Questions? Contact support

Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.


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