Documentation and Knowledge Base :: Riva CRM Integration

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	Prepare GoldMine for Riva Riva On-Premise supports data integration with GoldMine 2015+, 2014+, 2013+, 9.0+, and 8.5+ systems. This article describes how to prepare GoldMine and the Riva server to support a Riva impersonation CRM connection to GoldMine. To...


	Create, Test, and Edit a GoldMine CRM Connection Requirement: A connection to GoldMine that uses the credentials of a master account that can impersonate into the target GoldMine user accounts. To create, test, and edit a GoldMine connection with Riva: Prepare the Riva server...


	CSV User Mapping File for GoldMine Applies to Riva 2.4.43 or earlier. Contents: When to use a CSV mapping file. Format of a CSV mapping file. Configuring Riva to use the CSV file. When to Use a CSV Mapping File Riva requires using a CSV mapping file as a...


	How Riva Synchronizes GoldMine Contacts to Exchange Contents (Confirmed with Riva version 2.4.39.21599 and GoldMine 2014.1.0.468.) Background information Contact sync options in the GoldMine connection Sync phone number extensions Background Information Before reading about...


	How Riva Synchronizes GoldMine Calendar Items to Exchange How Riva synchronizes GoldMine created Calendar Items Calendar items created in GoldMine that Riva is able to synchronize include Phone Calls, Next Action, Appointment, and Events, To-Do's. In order to sync Events, see How GoldMine:...