Import Contacts | HealthSherpa Medicare FAQ

👉 Download the Import Contacts spreadsheet template 👈

ℹ️ Only first_name & last_name are required – every other column is optional.

Add your Book of Business to your HealthSherpa Medicare account, with just a click.

You can import many demographic details, plus one enrollment record per person.

Here's how it works:

1. Click Import

Find this link at the top right of your Clients page or 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 contacts in the template file. Replace these with your contacts.

ℹ️ Important note:
Only first_name & last_name must be filled – every other column is optional.

De-duping

Rows where first_name and last_name and birth_date match one of your existing records will be excluded from the import.

Enrollment records

You can import up to two enrollment records per Contact if you like. To include them, just fill in any fields you have – none are required, partial data is fine.

First enrollment record: Columns X to AF
Second enrollment record: Columns AG to AO

If you fill in any fields in these ranges, the system will create and attach the enrollment record to the Contact.

Once imported, enrollment records appear on the Contact’s Profile page like this:

Other notes to ensure a successful import

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. Dashes or slashes, either works.
`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 are fine.
`email`	Use this format: daniel@aol.com
`medicare_number`	Ensure this is 11 characters, i.e. `1EH8TE9MO97`
`medicaid_eligible` `extra_help`	If the value (case-insensitive) is one of: `true`, `yes`, `t`, `y` → we'll populate: `true` If the value (case-insensitive) is one of: `false`, `no`, `f`, `n` → we'll populate: `false`
`status`	This can only be `new` or `enrolled`, for now – we'll eventually expand this list. If you don't include a status, we default to `new`.
`sex`	This can be `Male` or `Female` or `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`	This field is flexible, you can use the `H111-111-111` format, or any variation of that.
`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

4. Upload the template

TIP: Import a file with just one of your clients first, to make sure it's working as expected. Once verified, then Import all of your clients. If it takes a couple tries and you end up with duplicates, you can always archive them.

Go back to the Import popup and upload your filled-out template file. Make sure it's a CSV file (Excel will let you save as CSV).

Then refresh the page to see your imported contacts!

Questions? Contact support

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

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Contacts (Clients & Leads)

➡️ Enrollment

Enrollment signature options

External enrollment tracking

Export Contacts