How it works:
Access the “Clients” or “Leads” tab and select “Import” on the right-hand side of the screen.
Note: Client and lead imports use separate templates.
Download our CSV template and fill with your client or lead information. The required fields are listed on 'Step 2'.
For example, the required fields for importing clients are: first name, last name, date of birth, street address, city, state, zip code, plan name, effective date, and gross premium.
Once this template is filled out, you can upload it by selecting the file & clicking "Import CSV".
Refresh your page, and your uploaded clients or leads will now show on your HealthSherpa dashboard.