Investia Integration - Data Mapping

Investia Integration - Data Mapping

Investia Integration - Data Mapping

Overview

The Investia integration allows Cloven to automatically sync clients and investments from Investia into your Cloven CRM. This ensures your client records and investment account details stay up to date without manual data entry.
The mapping below outlines how Cloven fields correspond to Investia fields:
Alert
The integration syncs data directly from Investia → Cloven. Updates made directly in Cloven will not overwrite data in Investia.

Investia Field Mapping to the Cloven's Contacts Module

Cloven Field
Investia Field (Client Module)
Investia Client ID 
clientId
Mailing Street
apartmentNumber
Mailing City
city
Mailing Country
country
Mailing Postal Code
postalCode
Mailing Province
province
Mailing Street
streetName
Mailing Street
streetNumber
Last Name
businessName
Date of Birth
dateOfBirth
First Name
firstName
Last Name
lastName
extension
Mobile, Phone
phoneNumber
Mobile, Phone
preferredLanguage
Preferred Language

Investia Field Mapping to the Cloven's Investments Module

Cloven Field
Investia Field (Accounts Module)
Investment Name
accountNumber
Account Type
accountType
Cash Balance
cashBalanceCad
Issue Date
creationDate
Contact Name, Client ID
clientId
Representative ID
repCode
Market Value
totalMarketValueCad

Common Issues & Troubleshooting

Missing Investment Accounts

If some investment accounts are not appearing in the CRM after the integration is completed, this is typically not an issue with Cloven.
Cloven imports all data that is provided through the Investia API.
If accounts are missing, it usually means they were not included in the API feed.

The most common cause is missing Rep Codes during the initial integration request.

What to check:

  • Confirm with the client that all their Investia Rep Codes were included when requesting API access
  • If not, the client must contact Investia to update the request

Important: Rep Codes and Data Visibility

Investia sends data based on Rep Codes.

If a Rep Code is not included in the integration request, any accounts associated with that Rep Code will not appear in the CRM.

Example:

  • Rep Code A → Data appears
  • Rep Code B → Data missing

To resolve this, the client must request Investia to include all relevant Rep Codes.

Manual Account Entry

Adding an account number manually in the CRM will not trigger data sync from Investia.
The system does not fetch data based on manual input. It only receives data from the Investia API feed.

Market Value & Data Updates

Investment fields such as market value are updated automatically only if they are provided by the Investia API.

If a value is missing or incorrect:

  • Verify the raw data from Investia
  • Cloven does not modify or generate investment values

Duplicate Contacts

Duplicates may occur if the system cannot match incoming data to an existing contact.

To reduce duplicates:

  • Ensure consistent email addresses
  • Avoid creating multiple contacts for the same individual manually

Data Mismatch Between Contacts

If investment data appears under the wrong contact, this is often due to shared email addresses.
Zoho CRM uses email as a key identifier when matching records.
If two contacts (e.g. spouses) share the same email, the system may associate data between them.

Best practice:

  • Use unique email addresses for each contact whenever possible