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
, andpart_b_effective_date
Use this format:
MM/DD/YYYY
type
This can be
client
orlead
, and determines whether the Contact lives on your Clients or Leads pageIf 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
andextra_help
These can only be
yes
orno
status
This can only be
new
orenrolled
, for now – we'll eventually expand this list. If you don't put a status, we default tonew
.
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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