Getting started
You are welcome to try Riva Live for a FREE 15-day trial period. You need to complete the following activity to get started:
After you have tested Riva to your satisfaction, you have the option to purchase a one-year hosted subscription or deploy Riva Integration Server internally on one of your servers. Low-cost, monthly pricing options are available for Riva Live. Learn how to subscribe to Riva Live.
Preventing Duplicates
NOTE: Have you already synced data using the Outlook CRM plug-in or manually copied CRM calendar or contact data into Exchange? Please refer to
Preventing Duplicates: Dealing with Outlook Plug-ins prior to using Riva Live to avoid duplicate entries.
You can also run into duplicate entries problems in you test Riva Live and Riva CRM against the same email/CRM users at the same time. Please refer to
Do not Run Riva CRM Twice Against the Same User if your user account has been configured in Riva Live or Riva CRM before.
Step 1: Register for your Account
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Connect to Riva Live and choose to sign up for a free trial.
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Complete the registration form and click Register.
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An account will be created and the password will be sent to you by email. Click the < Back to login to return to the Riva Live login page.
Step 2: Create your System Connections
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Login to your Riva Live Account and change your Riva Live login password (one time only).
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At the "Welcome" screen, click Start.
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Select the icon to create your CRM connection. Provide your username, password and connection details.
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Select the icon to configure your email account connection. Provide your username and password.
Step 3: Configure your Sync Policy
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This step allows you to configure your synchronization policy. You can configure the sync interval, category and folder names, and Riva SmartConvert, and AssignTo options. Most CRM Synchronization policies are the same. Here is an example for two typical policies:
Step 4: Confirm your Initial Sync
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Initial Synchronization: CRM to Exchange - When your account is first initialized, the contacts, appointments, tasks and phone calls that are synchronized from CRM to Exchange will be assigned the name of the category that you configured in Riva. The categories will only be visible with all Exchange email clients that support categories. Depending on the version of Outlook or email client, Riva will create the category in the user account. If the category was not automatically created during the initialization process, you will need to add the category to the Master Category List. If you want to differentiate CRM appointments, tasks, phone calls and tasks based on category colours, you will need to add the category to the Master list and assign the color. The drop folder structure for opportunities, cases, projects, quotes, etc, will be created in the mailbox and the most current items will be synchronized into that folder structure.
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Initial Synchronization: CRM to GroupWise - When your account is first initialized, the contacts and leads will be synchronized to a new address book using the CRM category names defined in the CRM sync policy. Current and future appointments, phone calls and tasks will be synchronized to to your calendar and will have the CRM category assigned to them. The drop folder structure for opportunities, cases, projects, quotes, etc, will be automatically created in your inbox and the relevant items will be synchronized into the folders.
Configuring Your Client Software
Riva Live does not require any client configuration for Outlook for PC, Outlook 2011 for Mac, Outlook WebAccess, GroupWise and GroupWise WebAccess. Some client configuration may be required for the following systems:
Learn How to Synchronize Data with Riva Live
So how does it all work? We have flash-based video tutorials. The CRM system is not important as the user tasks are performed in the client email software.
