Import contacts | HealthSherpa Medicare FAQ

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

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

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.

Any rows where first_name and last_name match an existing record will be excluded from the 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
- Use this format: daniel@aol.com
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.

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

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

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