You can import leads and clients into HealthSherpa. Access either the “Clients” or “Leads” tab and select “Import” on the right-hand side of the screen.
Note: Client and lead imports use separate templates, so please ensure that you are on the appropriate tab when using your import feature.
Download our CSV template and fill it out with your client or lead information. The required fields are listed on Step 2 of the pop-up - these fields must be filled out in order to import.
Once this template is filled out, you can upload it by selecting the file and clicking "Import CSV". Your uploaded clients or leads will now show on your HealthSherpa dashboard.