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Import functionality lets agents upload an existing book of business into the HealthSherpa account. Importing consumer records makes it simple to manage leads & clients, handle updates, process renewals, and more from the dashboard.
In this article we’ll cover:
Import functionality is not available within HealthSherpa Enrollee Assistance Full-Service account types.
Importing consumers
From the HealthSherpa dashboard, go to the Clients page or the Leads page.
Step 1: Select the Import button
Step 1: Select the Import button
Agents import client records from the Clients page and lead records from the Leads page. Make sure the correct page is selected, then select the Import button.
Step 2: Download the unique template
Step 2: Download the unique template
Select the Download CSV template button in step one of the instruction box.
The file linked in the instruction box is specific to the page you are on. The Comma Separated Values (CSV) template for importing leads is different from the CSV template for importing clients.
Step 3: Complete required fields
Step 3: Complete required fields
Complete all required fields listed in step two of the instruction box, and review information in the Tips section.
Step 4: Save & upload
Step 4: Save & upload
Save the completed template as a CSV file.
When ready, select the completed file, then select Import CSV.
Step 5: Refresh
Step 5: Refresh
Refresh the page to view imported records.
Centers for Medicare & Medicaid Services (CMS) grants Enhanced Direct Enrollment (EDE) permission to agents for their enrollments, which enables data syncs. When an application has an EDE data sync, the HealthSherpa dashboard shows the most up-to-date application information.
Importing a consumer record does not create an EDE connection. Importing only adds the consumer’s information to the Leads page or Clients page. With consumer consent, an agent can begin the enrollment process or search & claim the consumer's existing application to generate an EDE connection.
Using import templates
The Comma Separated Values (CSV) template for importing leads is different from the CSV template for importing clients.
Each template includes required fields, and the required fields vary based on the template type.
When importing consumer records:
Remove the sample information listed in the template before importing the file.
Do not adjust the headers in the template or rearrange columns.
Additional resources
For help using HealthSherpa or for other assistance, contact Agent Support. Agent Support is available by phone at (888) 684-1373, by email at Agent_Support@HealthSherpa.com, or by chat directly from your account.
Keywords: Import, upload, imports, clients, leads, client, lead, template, book of business, BoB