How it works:
Importing Clients
Access the “Clients” tab and select “Import” on the right-hand side of the screen.
Step 1: Download our import CSV template.
Step 2: Fill out the template with the required and optional fields for each client.
Required fields
first_name
last_name
dob
street_address
city
state
zip_code
plan_name
effective_date
gross_premium
phone_number
email
Optional fields
ffm_app_id
csr_level
Possible values: none, 73%, 87% or 94%
plan_hios_id
subsidy
issuer
county
ssn
net_premium
spouse_first_name
spouse_last_name
spouse_dob
Repeats for other_1 through other_10
other_1_first_name
other_1_last_name
other_1_ssn
other_1_dob
Tips:
Remove the sample client from the sheet before uploading
After completing the sheet, do not send CSV file using insecure methods (e.g. email)
Step 3: Once this template is filled out, you can upload it by selecting the file & clicking "Import CSV".
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Importing Leads
Access the “Leads” tab and select “Import” on the right-hand side of the screen.
Step 1: Download our import CSV template.
Step 2: Fill out the template with the required and optional fields for each lead.
Required fields
first_name
last_name
phone (Only required if email is not provided)
email (Only required if phone is not provided)
Optional fields
zip_code
county
Tips:
The template for uploading Clients and Leads are different
Remove the sample lead from the sheet before uploading
After completing the sheet, do not send CSV file using insecure methods (e.g. email)
Step 3: Once this template is filled out, you can upload it by selecting the file & clicking "Import CSV".
Refresh your page, and your uploaded clients and leads will now show on your HealthSherpa dashboard!
Have questions? Please contact our Agent Support team at 888-684-1373, or via email at agent_support@healthsherpa.com.