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Do Not Run Riva CRM Integration Twice Against the Same User
Background Some clients would like to use Riva Cloud to test functionality before installing Riva On-Premise. Do not configure the same email and CRM user combination in more than one instance of Riva at the same time. Explanation...
Create a Sync Policy for Exchange: Riva Cloud
Before you can configure your synchronization policy, if you are using a Corporate account, you need to prepare the service account that Riva will use to connect to your email environment. Follow this link to review the options for...
Configure a Riva Cloud Sync Policy for G Suite
After the CRM and G Suite connections are configured, the next step is to create, configure, and enable the sync policy. Note: CRMs have different synchronization options. Other than the CRM-specific options, the general setup and...
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