Keeping Policy Data Up to Date with CSV Upload
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. |
Importing Your Book of Business
How to map columns and use the CSV Upload Tool.
Connecting Your CRM
Set up native CRM integrations for continuous sync.