Riva CRM Integration - Documentation and Knowledge Base
Sugar & Sugar On-Demand
Create, Test, and Edit a Sugar 7+ Connection
This article concerns a connection from Riva 2.4.46 or higher to Sugar 7.x. That version of Sugar requires using the REST protocol. If you are using Sugar 6 or earlier, which uses a SOAP connection, see Create and test a Sugar 6.x...
Create, Test, and Edit a Sugar Connection (Prior to Sugar 7.x)
This article applies to Sugar versions 4.5 through 6.x, which are SOAP-based. Tip: (Riva 2.4.48 or higher.) You can easily migrate a Sugar connection from SOAP to REST. (Riva 2.4.46 or higher.) To create a connection to Sugar 7.x or...
Sugar: "Sync to Mail Client" Contact Sync Filter Options
Sugar includes a "Sync to Email Client" feature that allows users to select additional contacts they want to sync to the email client with Riva Cloud or Riva On-Premise. Each user can modify the "Sync to Email Client" flag on the...