Riva CRM Integration - Documentation and Knowledge Base
NetSuite
Create, Test, and Edit a NetSuite CRM Connection
The Riva connection to NetSuite requires the credentials of an account that can impersonate into the target CRM user accounts. In Riva 2.4.50 or higher, the NetSuite connection supports user credentials and token-based...
NetSuite 2021 Authentication Changes: Riva Is Ready
Riva is ready for these NetSuite 2021 authentication-related changes: NetSuite 2021.1 will deprecate the Inbound SSO authentication interface. NetSuite 2021 will require HMAC-SHA256. Inbound SSO authentication interface Riva is...
NetSuite 2019.1 Two-Factor Authentication (April 8, 2019)
Starting on April 8, 2019, the release date of NetSuite Version 2019.1, NetSuite will require the use of two-factor authentication (2FA). 2FA requires Token Based Authentication (TBA) on all login sessions using Administrator and Full...
NetSuite: Token-Based Authentication (TBA) for Riva Sync
Applies to Riva 2.4.50 or higher and to NetSuite connections that are based on Token-Based Authentication. NetSuite connections that rely on user credentials have been supported for many versions of Riva. For more information, see...
Create a User-Credentials-Based NetSuite CRM Connection
This article applies to NetSuite connections based on user credentials. NetSuite connections that rely on Token-Based Authentication are supported in Riva 2.4.50 or higher. For more information, see NetSuite CRM Token-Based Authentication...
Configuring Riva to Sync the NetSuite "Team Selling" Feature
Team selling is often enabled when multiple users are assigned to sell to a single customer. If Team Selling is enabled in NetSuite, Riva Cloud or Riva On-Premise must also be configured to support this feature. If Riva is not...
Set a Default Subsidiary for NetSuite
Applies to Riva Cloud and Riva On-Premise. Contents: Support for a different default subsidiary value in NetSuite OneWorld. Support for different default subsidiary values in the sync policy. Subsidiary awareness. Support for...
NetSuite Connection Option: Enable Private Appointment Handling
Applies to Riva Cloud and Riva On-Premise. How Riva Syncs Appointments from NetSuite Riva uses “Standard” impersonation with NetSuite. This means that Riva uses the permissions of the connection user (for example, rivasvc) to sync...
How Riva Syncs NetSuite Contacts
Applies to Riva Cloud and Riva On-Premise. NetSuite, unlike most CRMs, is designed as an ERP that supports Business-to-Consumer (B2C) and Business-to-Business (B2B) models. Because of that design, some critical differences have been...
Sync Private Events from NetSuite 2013 or Higher: Riva Cloud Corporate and Riva On-Premise
Contents: Background. Enable private appointment syncing from NetSuite 2013 or higher. Applies to. Background Information By default, in NetSuite 2013 or higher, the Riva connection user is denied access to a syncing user's...