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 import tool.
This article will describe how to get the necessary information from BlueSun Advisor, and how to easily upload it to Cloven.
If you have any questions about this article, please reach out to support@bluroot.ca
Step-by-Step Guide
Extract Data from BlueSun Advisor
The first step of this process is to download the data directly from BlueSun Advisor:
- Login to your back-office portal, or wherever you access BlueSun Advisor
- From the homepage, click on the Products menu option on the left-hand toolbar
- Click the Extract button in the top-right corner of the next screen
- Save the .CSV exactly as it is extracted (nothing more to be done)
Note: Modifying the .CSV after download or saving it as a .XLSX file might result in an error during the upload process
Upload Data to Cloven
- Login to your Cloven account
- Along the top toolbar, click on the Import menu option
- You will presented with a list of data sources. Select BlueSun Advisor
- The next screen is a how-to video on how to download from BlueSun Advisor, so if you've already done this, simply click Next.
- Click Upload CSV and select the file extracted from BlueSun Advisor.
- Click Submit and wait for the button to show Complete.