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: |
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
If you'd like to populate an enrollment record for a Contact, you only need to provide the enrollment_carrier_name
(column X). If this column is filled, the system will automatically pull in any other filled enrollment details, from columns Y through AF. When an enrollment record imports, it appears on the Contact Profile page like this:
Other notes to ensure a successful import
Field | Rules |
All date fields:
| Use this format: |
| This can be If you don't fill this out, it defaults to |
| Use the 2-character state abbreviation, not the full state name. For example: FL |
| Ensure this is a valid ZIP code. |
| 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. |
| Use this format: daniel@aol.com |
| Ensure this is 11 characters, i.e. |
| If the value (case-insensitive) is one of:
If the value (case-insensitive) is one of: |
| This can only be |
| This can be |
| This adds to the contact's Notes table. Put whatever you like here. |
| This field is flexible, you can use the |
| Use a cents value here. For example, if you want premium to display as $87.40, then enter |
| 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 |
| 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
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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