HealthSherpa → GoHighLevel (GHL) Sync — Simple Step‑by‑Step Guide

What you need before starting #

• Two files from HealthSherpa:
  
  1. Enrollment file (CSV)—has all the basic details like FFM ID, first name, last name, phone, and email.
     
  2. The DMI file (CSV) has extra details, and it connects to the enrollment file using the FFM ID.
     
• A GoHighLevel account (make sure you can log in and select the right account or sub‑account).
  
• (Optional) Tags you want to use in GHL. If you don’t have them yet, create them in GHL under Settings → Tags.
  

Step 1—Import the Enrollment file #

1. Go to Import in HealthSherpa.
   
2. Choose the enrollment file and upload it.
   
3. The system will try to match the columns automatically. Double‑check them (this is called field mapping).
   
4. Click Submit. Wait for the records to import.
   
5. After it finishes, go back and confirm that enrollments are showing.
   

Step 2—Import the DMI file #

1. Go to Import again.
   
2. Select the DMI file.
   
3. The system will link DMI records to the enrollment records if the FFM ID matches.
   
4. After it finishes, check in Enrollments that the DMI info is connected.
   

Example: You can now filter by DMI type, status, or date.

Step 3—Connect to GoHighLevel #

1. Go to Integrations.
   
2. Click Connect under GoHighLevel.
   
3. Log in to GHL, give permission, and select your account (and sub‑account if asked).
   

Step 4—Pick which records to sync #

1. Open Enrollments.
   
2. Apply filters if you want (e.g., by DMI type, status, or date).
   
3. Select the records.
   
4. Click Sync with GHL.
   

Step 5—Map fields to GHL #

You now need to choose where the HealthSherpa fields go inside GHL.
Required fields (shown in red):

• First Name
  
• Last Name
  
• Phone
  
• Email
  

Optional fields:

• Any extra fields (map them if you want to save them in GHL).
  

Step 6—Add tags (optional) #

• Choose tags to add to the contacts.
  
• If a tag doesn’t exist yet, create it in GHL settings, then try again.
  
• Tags are useful because you can run automations in GHL based on tags.
  

Step 7—Sync and confirm #

1. Click Sync with GHL.
   
2. Wait a few seconds. You’ll see how many records were synced.
   
3. Go into GHL and check:
   
   • Contacts are created or updated.
     
   • Tags are showing.
     
   • Data looks correct.
     

Common problems & quick fixes #

• DMI didn’t link? → Check that FFM IDs match exactly in both files.
  
• Red fields not mapped? → Make sure you map First Name, Last Name, Phone, and Email.
  
• Missing tags? → Create the tags in GHL first.
  
• Wrong account connected? → Disconnect and reconnect under Integrations.
  

Best tips #

• Always import the enrollment file first, then the DMI file.
  
• Start with a small test batch (5–10 records) before syncing everything.
  
• Use clear file names (like enrollment_2025-09-27.csv).
  
• Keep a simple list of how fields should map so you do it the same way every time.
  

Quick glossary #

• FFM ID—Unique ID used to match Enrollment and DMI records.
• Enrollment file – Base file with client details.
• DMI file – Extra data linked by FFM ID.
• Tags—Labels in GHL are used to group and run automations.
• Field mapping—Choosing which column goes into which GHL field.

That’s it! By following these steps, you can easily sync HealthSherpa data into GoHighLevel without confusion.