How is healthcare contact data delivered?

Also called: CSV / API Contact Data Delivery, data file formats, CRM import file

Healthcare contact data is usually delivered as a CSV or Excel file for import into a CRM or marketing tool, or through an API for teams that want data pulled directly into their systems.

By John Britton, VP of Marketing, MedicalProspects · Updated November 4, 2026 · Provider Identity & Data

Why it matters for healthcare sales and marketing

The format decides how much work it takes to use the data. A file with columns that map cleanly to your CRM fields can be imported in minutes; a messy one can take days and introduce errors.

How it works

  • CSV: works with every CRM, marketing automation and sales engagement tool.
  • Excel: convenient for review and sharing inside the team before import.
  • API: for technical teams that want records delivered straight into their systems.

Before import, decide your match key (NPI or email) so new records merge with existing ones instead of creating duplicates, and map each column to a CRM field.

Three delivery formats: CSV for any CRM, Excel for review, API for direct system delivery, with a note to choose a match key before import.
Choose a match key before you import so new records merge instead of duplicating.

Example

Illustrative scenario. A Marketing Ops manager receives a CSV of hospital executives. Because the columns already follow standard Salesforce field names, she maps them in minutes, sets email as the match key, and imports into a campaign without creating duplicates.

Common mistakes

  • Importing without a match key. You'll create duplicates.
  • Dropping identifiers. Keep NPI and taxonomy fields; they make future matching easy.
  • Skipping a test import. Import a small batch first and check the field mapping.

How MedicalProspects does it

MedicalProspects delivers CSV or Excel files, usually within 24 to 48 hours, with columns that follow standard Salesforce and HubSpot field names. API delivery is available for technical workflows.

Related terms

Put it to work

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