iA Private Wealth Integration – Data Mapping

Overview

The iA Private Wealth integration allows Cloven to automatically sync client and investment information from iA Private Wealth into your Cloven CRM. This ensures your client records and investment accounts details stay up to date without manual data entry.

The mapping below outlines how Cloven fields correspond to iA’s internal API fields, helping you understand which data points are transferred and how they align between both systems.

The integration syncs data directionally from iA Private Wealth → Cloven. Updates made directly in Cloven will not overwrite data in iA Private Wealth.

iA's field Mapping to the Cloven's Contacts Module

Cloven Field	iA Field (Client Module)
iA Client ID, Client ID	Client Id
Preferred Language	Preferred Language
First Name, Client Name	First Name
Last Name, Client Name	Last Name
Date of Birth	Date Of Birth
Mailing Street	Street Number
Mailing Street	Street Name
Mailing City	City
Mailing State	Province
Mailing Country	Country
Mailing Zip	Postal Code
Mobile	Phone Number
Email	Email Address
Contact Type	Current Client
Contact Stage	Active Client

iA's field mapping to Cloven's Investments Module

Cloven Field	iA Field (Accounts Module)
Client ID	Client ID
Investment Name	Account Number
Account Type	Account Type
Cash Balance	Cash Balance CAD
Client Name	Ownerships -> Client Id
Representative ID	Rep Code
Market Value	Total Market Value CAD