Riva needs a connection to NetSuite that uses the credentials of an account that can impersonate into the target CRM user accounts.
Steps to Create an NetSuite Connection
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Ensure that you Prepare NetSuite for Riva.
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In the Riva application, under "Setup" click the "CRM: NetSuite" connection wizard link.
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In the "Welcome" window, click Next >.
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In the "Enter the information to connect to NetSuite CRM" window, provide the required information:
User Name: this must be NetSuite account with sufficient role permission that Riva will use to connect to the intelecrm CRM system and impersonate into the target user accounts.
Password: provide the password for the Riva connection account.
Account No: provide the NetSuite Account ID ((login to NetSuite as an administrator, choose Setup > Integration > Web Services Preferences > "Account ID")
TimeZone ID: select the desired timezone from the drop-down list.
Max Concurrent Sessions: leave as "1".
Address: leave as https://system.netsuite.com
Use proxy: used to specify a unique http/s proxy setting that will apply to this CRM connection.
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Click Next >.
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At the successful connection window, Finish the wizard.
Steps to test the NetSuite connection
Riva will add a NetSuite connection object. Before proceeding, this new connection should be tested to confirm that user impersonation is working.
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Double-click the NetSuite connection object to open the connection edit window.
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Under the "Connection Test" tab, click the Test Connection >> link. This will test the NetSuite connection account to ensure that the credentials are correct.
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In the "Test succeeded" window, click OK.
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Add the username for a NetSuite target user in the "Account:" text box and click the Test Connection >> link. This will test that the Riva connection account for netSuite is able to impersonate into the NetSuite target user account.
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In the "Test succeeded" window, click OK.
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In the CRM connection edit window, click Cancel >> to close the window.
