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Export Contacts

Jeff Kriege avatar
Written by Jeff Kriege
Updated this week

You can easily export your Contact records (clients or leads) from your HealthSherpa Medicare account to a CSV spreadsheet.

Each row will represent a unique Contact (e.g. Jane Doe).

How to export

To export your client list, click the Export link at the top right of your Clients page.

To export your lead list, click the Export link at the top right of your Leads page.

The CSV spreadsheet file will immediately download. It will include all of your clients or leads, regardless of any filters set.

Export fields

The export contains these fields:

  • first_name

  • middle_name

  • last_name

  • birth_date

  • type

  • address

  • address 2

  • city

  • state

  • zip

  • phone

  • email

  • medicare_number

  • part_a_effective

  • part_b_effective

  • medicaid_eligible

  • medicaid_number

  • extra_help

  • status

  • sex

  • note_1, note_2, note_3

    • This will reflect the 3 most recently created notes.

  • soa_status, soa_beneficiary_signed_date

    • This will reflect the most recently created scope of appointment record.

  • drugs

    • This will list all drugs added, separated by a semicolon. The ndc value is a universal identifier.

    • Format: dosage_name|user_quantity|frequency|package_description|ndc

    • Example, two drugs: methimazole TAB 5MG|30|30|10.6GM Inhaler|2345566;clopidogrel TAB 75MG|30|90||2345566;

  • pharmacies

    • This will list all pharmacies added, separated by a semicolon. The npi value is a universal identifier.

    • Format: name|npi

    • Example, three pharmacies: walgreens|8989666;CVS|6780098;Hope Pharmacy|7887678;

  • providers

    • This will list all providers added, separated by a semicolon. The npi value is a universal identifier.

    • Format: first_name|last_name|npi

    • Example, two providers: jane|crandall|123456;jose|gomez|456788;

  • enrollments

    • This will list all enrollments which have a submitted status, separated by a semi-colon.

    • Format: carrier_name|effective_date|premium_cents|plan_type|plan_sub_type|plan_name|confirmation_number

    • Example, two enrollments: Aetna|2025-01-01|0|mapd|PPO|Aetna Medicare Value (PPO) H5521-214|Q131P6438O;Devoted Health|2025-04-01|0|mapd|HMO|Devoted CORE Arizona (HMO)|A55521993444432M

Exporting from agency accounts

If you have an agency account, your export will pull from all the contacts you have access to across connected downline accounts, and your own contacts.

Your export will contain all the columns listed above, plus columns for agent first_name and last_name.



Got feedback on this feature?

We'll update this feature over time, so submit feedback here


Questions? Contact support

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


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