Keep the members you have
Keep Policy Data Current
Update your book of business with the CSV Upload Tool or automate sync with your CRM.
The CSV Upload Tool can be used at any time to update your book of business. Whether you're adding new members, updating policy statuses, or refreshing carrier data, the tool makes it easy to keep your careCycle data current.
For ongoing sync, we recommend connecting your CRM to automate this process.
When to Use CSV vs CRM
| Approach | Best for |
|---|---|
| CSV Upload | One-time imports, bulk updates, or when you don't have a supported CRM. |
| CRM connection | Ongoing sync: new enrollments, status changes, and carrier updates without manual uploads. |