Riva CRM Integration - Documentation and Knowledge Base
Sub Categories

Manage Sync Policies
Create & Configure a Sync Policy for Exchange or HCL Notes
Important Note: Riva makes use of Categories as the indicator that an item needs to be synchronized to the CRM. When Riva syncs data from the CRM to each mailbox, the Riva service automatically assigns the appropriate category. Create...
Create & Configure a Sync Policy for Google's G Suite
Important Note: Riva makes use of G Suite labels, similar to Exchange folders. That is why the Riva Manager application and other user interfaces show the word "folder" while the documentation refers to "labels". Create a sync policy:...
Create & Configure a Sync Policy for GroupWise
Recent modifications to features and enhancements to Riva have resulted in changes to the layout of most of the CRM sync policy settings tabs with additional options being made available. Please refer to this document when creating a CRM...
How to Rename a Riva Sync Policy
It may be desirable to add multiple sync policies and apply a custom naming strategy. Multiple policies will appear in the policy list in Ascending alphabetical order. There are two procedures to rename a policy: Rename a...
How to Duplicate a Riva Policy
Many organizations start with a single sync policy and then want to create similar sync policies that will have slightly different options. Riva provides a Duplicate option that creates a disabled duplicate of the original sync policy....
Export and Import Riva Sync Policies and Associated Folders and Files
This article applies to the Riva versions 2.4.41 through 2.4.46. In Riva 2.4.47, a better process was introduced. See Export and import a migration package. Exporting and importing Riva sync policies and associated files facilitates...
Remove a Riva On-Premise Sync Policy or Connection
WARNING: Removing a sync policy while the sync service is running can have unpredictable results. We highly recommend disabling and backing up a sync policy before removing it. Contents: Ensure that you are working with the correct...
How to Restore an Accidentally Removed Riva Sync Policy or Connection
If a Riva sync policy or a connection is accidentally removed or no longer appears in the Riva manager application, it can be recovered through the backup file that Riva creates automatically once a change is made to that policy or...
Understand How Riva Maintains Transaction Records
Audience: Project Team Leads and Riva Administrators. The purpose of this article is to provide a basic understanding of the Riva transaction records that are maintained for users assigned to a sync policy. Transaction records are...
Detect When Transactions Metadata Is Missing
Applies to Riva On-Premise 2.4.42 or higher. The behaviour described in this paragraph is the same as in previous releases. Before a sync, various Riva settings are used to determine where to store the transactions metadata, in one...
Handling "Mismatched Policy Transactions Folder" Errors
Issue In Riva On-Premise 2.4.42.32066 up to and including Riva 2.4.43.38554, the "Mismatched Policy Transactions Folder" error may occur and prevent syncing. The error message indicates that the previously used transaction metadata...