You can export your Contacts data from Sunfire and import directly into HealthSherpa Medicare with just a few steps – making it easy to get up and running!
Step-by-step guide
1. Log into your Sunfire account
2. Navigate to Contacts – click the icon on the left nav, or the Search Contacts button on the homepage.
This will take you to the Contacts page:
3. Select an option from the Disposition dropdown – to start, choose the one that most of your clients are tagged with – that will likely be Enrolled.
4. Before you press Search, you'll want to load the Inspect view. To do that from Chrome, either right click on the page and select Inspect, or from the Chrome menu, select View > Developer > Inspect Element. (See instructions for other browsers in the FAQ section below.)
5. In the Inspect window, click into the Network tab up top:
6. Then back on your Sunfire page, press Search
7. After pressing Search, you'll see a bunch of rows appear in the Name section of the Inspect window. Click into the row that starts with several numbers, and contains data that looks like this:
If you're having trouble finding this row, type "disposition" into the search to filter:
8. Click anywhere in that data under the Response tab and Select All (Ctrl+A on PC, or Command+A on Mac) and copy that text to your clipboard.
9. Then, open a text editing tool of your choice (Notepad, TextEdit, Word, Google Docs, etc.) and paste the text.
10. Save or export as a .txt or .json file (see FAQ below for help). You can name the file whatever you like as long as it ends in .txt or .json.
11. Log into HealthSherpa Medicare, and from your Clients tab, click the Import button.
12. Toggle to the Sunfire import:
13. Press the Select File button and select your .txt or .json file – then Upload:
14. Refresh the page and you'll see all your clients have imported, ta-da! 🎉
15. Now that you've imported clients who are under one Sunfire Disposition, you can do the same for the rest. So, repeat steps 3 through 14 for each of the other Sunfire Dispositions that you use.
Fields imported
First & last name (required)
Date of birth
Gender
Phone number
Email
ZIP code
Medicare Number (MBI)
Part A & Part B effective dates
Status – this populates Enrolled if submitDate is present, otherwise New
Sunfire session ID – this populates as a Notes entry (see below for detail)
Deduplication rules
The importer checks for existing contacts using first name + last name + DOB. If it finds a match, it will skip that contact, rather than create a duplicate.
This deduplication rule ignores any archived contacts.
Cross-referencing Sunfire records
Every imported Sunfire record will populate the Sunfire Session ID as a Notes record:
Paste this code into the dropdown Sunfire's Quote page to open the Contact record:
This is useful for cross-referencing the Sunfire Contact, or bringing in additional data that can't be exported, such as Doctors and Drugs – more on that here.
FAQ
Does this import drug or doctor data?
Does this import drug or doctor data?
No – but once you've done this initial import, a couple ideas to make Drug/Doctor import is a bit less tedious:
You also might be able to get creative automating this with the new ChatGPT Browser, Atlas.
How do I get to Inspect using Microsoft Edge, Safari, or Firefox?
How do I get to Inspect using Microsoft Edge, Safari, or Firefox?
Generally, accessing the Inspect window works the same across browsers. But here are some browser specific details:
Microsoft Edge: either right-click on the page and select Inspect, or from the Edge menu, select Settings and more (⋯) > More tools > Developer tools.
Firefox: either right-click on the page and select Inspect, or from the Firefox menu, select Tools > Browser Tools > Web Developer Tools.
Safari: If you haven't already, first enable the Develop menu (Safari > Settings > Advanced > “Show Develop menu in menu bar”). Then right-click on the page and select Inspect Element, or from the menu bar choose Develop > Show Web Inspector.
How do I save the file as .txt or .json?
How do I save the file as .txt or .json?
If you pasted into Microsoft Word, just go File > Save As and select Plain Text (.txt) from the File Format dropdown – like this.
If you pasted into TextEdit (on Mac), select all of the text, then go to Format > Make Plain Text, then Save, select Unicode as the file format, and add .txt to the filename.
If you pasted into Microsoft Notepad, just go to File > Save As, choose a location, and make sure the file name ends with .txt. Notepad saves in plain text by default, so you don’t need to change any format settings.
If you pasted into Google Docs, go to File > Download > Plain Text (.txt)