Prepare Sage CRM for Riva
Riva synchronizes data between Sage CRM and several supported email systems. This article describes how to prepare a Sage CRM connection account and the Riva server to support a Riva impersonation connection to Sage CRM. The...
Preparing Riva Connection Account for Sage CRM for Web Services
Introduction to Sage CRM Web Services Sage CRM’s Web Service API (application programming interface) enables developers to manipulate CRM records remotely with SOAP (Simple Object Access Protocol) over HTTP using XML (Extensible Markup...
Create, Test, and Edit a Sage CRM Connection
The Riva connection to Sage CRM requires the credentials of an admin account that can impersonate into the target CRM user accounts. Create a Sage CRM connection. Test the connection. Edit the connection. Step 1: Create a...
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