Uploading Your Data
NDex to Cloven Data Import
Overview At Cloven, we understand that getting your data into the CRM in a clean, easy-to-use and repeatable way is essential. For our NDex, we've made this a "one-click" operation through our data import tool. This article will describe how to get ...
Migration from Another CRM to Cloven CRM [Advanced]
Introduction Importing client data into Cloven is essential for proper use. Most of Financial Advisors and Wealth Professionals that use Cloven are able to use pre-built tools like our BlueSun Advisor Import or the Excel-based data template and ...
BlueSun Advisor to Cloven Data Import
Overview At Cloven, we understand that getting your data into the CRM in a clean, easy-to-use and repeatable way is essential. For our BlueSun Advisor users (PPI, HUB and other back offices), we've made this a "one-click" operation through our data ...
How to Import Your Data into Cloven CRM
Introduction This article describes how to import your data into Cloven CRM. If you have any questions about this article, please reach out to support@bluroot.ca How to Use In the policy module, you will find a blue "create policy" button where you ...