How to Update Your Product List for Eligibility Review

If you hear that a customer is seeing a new product marked as ineligible during checkout, don't worry — this usually means our team hasn't reviewed your updated product catalog yet. To fix this, you'll need to export your full product list from Shopify and send it to Truemed for review. Here’s how to do it:

You can easily export your product list as a CSV from Shopify:

1. Go to your Shopify dashboard and open the Products tab, then click the Export button in the upper right

   

2. Select "All products" and "Plain CSV File" and click Export Products

   

Can I send our products in a different format?

Please send your product list according to the instructions above. If you are unable to do so for any reason, please reach out with the details of your situation and we will find a solution. We rely on a consistent product CSV format to quickly and accurately onboard you to our system.

Why do I need to send my full product list? Should I filter samples or branded merchandise out?

Our team needs your full product list to categorize eligible and ineligible items, including branded merchandise. Anything that appears on your receipts should be included - if your samples are included as a line item, they should be included in your products export.

When does Truemed need this?

Please send this prior to your onboarding call, and note any additional timing requests made by the Truemed onboarding team. Set reminders for your team to send us an updated SKU list quarterly, or whenever you add new products so we can update their eligibility.

Why is my new product showing as ineligible at checkout?

When a new product is added to your store, it must be reviewed by Truemed’s compliance team to verify eligibility under IRS guidelines. If we haven’t reviewed your updated product catalog yet, the product will default to ineligible until it's assessed.

How do I get a new product approved for HSA/FSA eligibility?

You’ll need to export your full product list from Shopify (following the steps outlined above) and send it to Truemed. Our compliance team will review the full catalog, categorize each item, and update your eligibility settings accordingly.

Can I manually tag new products as HSA/FSA eligible in Shopify?

No — product eligibility must be verified and assigned by Truemed’s compliance team. Merchant tagging alone does not enable HSA/FSA checkout.