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

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: `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. `1EG4TE5MK75`
`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.

Siga las instrucciones aquí para traducir esta página a otro idioma usando Chrome.

Contacts (Clients & Leads)

➡️ Enrollment

Enrollment signature options

What's new: Features log

Export Contacts