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How do I import a Small Group?

You can find this template by logging into your account and then going to Groups> View Group Contacts > Import Contacts from Excel and then downloading the template (Click To View/Copy Import Template Here). Instructions are included on the first page of the Excel file (listed as Instructions). Required fields will be: Group Name, Group Zip Code, Group Phone Number or Email Address, Employee First Name, Last name, Zip Code, Date of Birth, Coverage Type and Gender. 

Small Group Import

Note: You cannot rearrange or delete columns or rows as the integrity of the template must be kept to import contacts correctly. 

If you happen to need assistance, please feel free to call us at (866) 478 - 6848 option 1.