Univeris to Cloven Data Import

Univeris to Cloven Data Import

Introduction

At Cloven, we understand that getting your data into the CRM in a clean, easy-to-use and repeatable way is essential.
For our Univeris users (Quadrus and other back offices), we've made this an easy operation through our data import tool.

Stage #1: Exporting Data from Univeris

The first step in importing data from Univeris into Cloven is generating the correct export file from your Univeris portal.

1. Log into your Univeris account.
2. From the navigation pane at the top, click on 'Reports'.
3. On the 'Reports' page, Navigate to 'Marketing' under the 'Management' tab in the left side menu.
4. In the 'Marketing' tab, select 'Client Product and Plan List' under 'Type'
5. Unless you need specific filters, leave the 'Selection Criteria' and 'Distribution' sections untouched. For reference, the default settings are listed below:
    1. Selection Criteria:
      1. Effective Date: Today's Date
      2. Plan Administrator: All Plan Administrators 
      3. Plan Type: All Plan types
      4. Management Company: All Management Companies
      5. Investment: All Investments

6. Under 'Output option' select: 
    1. Sorting Criteria: Name
    2. Format: Client Product and Plan list Report - Comma Separated values 
Alert
The Output Report needs to be in '.CSV' format. 
7. Click on the 'Generate' button to create/download your export file. 

Warning
 The window shown in the screenshot below will pop-up. Keep this window open until the report downloads to your computer. 


8. The report will be saved in your computer, and shown in the 'Downloads' section of your browser. 

Tutorial Video



Stage #2: Importing the Univeris data export into Cloven


1. Log in to your Cloven account. 
2. Navigate to the 'Import' module. 


3. From the list of available data sources, select 'Univeris'.

4. If you already have your exported report from Univeris, click 'Next'.

Alert
If you don't have your exported report from Univeris, refer to the tutorial video on screen or Stage #1 on this page.

5. Click on 'Browse'.

6. Select and upload the exported report from Univeris. 
Alert
The file being uploaded must be in the '.CSV' format
7. Once the desired report has finished uploading, Click 'Submit'.

8. Your Univeris data from the report should now be uploaded into Cloven and available under the "Investments" module!
Notes
Please note that the full import process can take a few minutes to be finalized. You don't have to wait for the import process to be ready to continue using Cloven.
If you run into any issues, or have any questions please don't hesitate to reach out support@bluroot.ca