Importing Data from Canada Life into Cloven
Introduction
At Cloven, we know how important it is for advisors to have the most up-to-date client information available. That’s why we’ve introduced a direct integration with Canada Life, allowing you to securely pull in client and policy data.
Click on this link to install the Canada Life integration
Updating Client data from Canada Life
1. From the Contacts module, select the client(s) you want to update, and then click the 'Update from Canada Life button' at the top of the screen.
You can select one client or multiple clients at the same time.
2. A secure Canada Life login window will appear. Enter your Canada Life email and password, and then click on 'Sign In'.
Cloven does NOT store your login credentials, once the process is completed, the credentials are automatically wiped.
3. If prompted, enter your two-factor authentication code, and then click on the 'Submit' button.
4. Cloven will attempt to match the selected client(s) with Canada Life records using their last name.
5. On the Matching screen, click on the client to see the suggested Match.
If the suggested match is correct. Click on the Match to select, and then click on the blue 'Match' button. 
If the suggested match is wrong. Click on the 'Skip (No Match)' button to skip client.
6. Once satisfied with the Matches. Click on the blue 'Ready to Import' button to update the client and their policy details in Cloven.
Alternate method for initial import
1. From the Contacts module click the 'Pull from Canada Life button' at the top of the screen.
2. A secure Canada Life login window will appear. Enter your Canada Life email and password, and then click on 'Sign In'.
3. If prompted, enter your two-factor authentication code, and then click on the 'Submit' button.
4. After successfully logging in, Cloven will automatically pull in all available clients and policies directly from Canada Life.