Riva CRM Integration - Documentation and Knowledge Base

Connect a G Suite Account (Paid Subscription) to Riva Cloud

Article ID: 1295
Last updated: 19 Sep, 2023
Applies to Riva Cloud in order to synchronize CRM data and G Suite accounts (paid subscriptions).

Prerequisites

If you are using a free Gmail account, see Connect a free Gmail account to Riva Cloud.

To configure Riva for G Suite, the following logins and passwords are required: 

  • Riva Cloud account;
  • G Suite admin account;
  • CRM account (either as the CRM administrator if multiple accounts are to be used or as a user if configuring a single account).

Create a Riva Connection to a Paid G Suite Subscription

Follow these steps:

  1. Log in to Riva Cloud (www.rivacloud.com).

  2. If you have not yet configured your CRM, do so now. See Create your CRM connection.

  3. On the Get Started page, select Configure your email.

  4. Select the Google logo.

  5. Because you are configuring a G Suite account, select Domain-Wide, and select Continue.

  6. In the G Suite for Domain-Wide Authorization window, follow Steps 1 through 4 to configure the account.

    Riva Cloud. The Google Apps for Domain-Wide Authorization page. Step 2: Adding Riva as a Trusted Application.

    Step 4, illustrated above, initiates a set of configuration options to register Riva as a Trusted application for all users in your organization.

    You will see the Manage API client access window.

    Google. Security page. Manage API client access.

  7. In the Client Name field, copy and paste the following Riva registered API Client Name:

    456993432369-70m8hchl48crccrh9086mnkm9mlkf6ih.apps.googleusercontent.com

  8. In the One or More API Scopes field, copy and paste the following, as is, on a single line, with no spaces after the commas:

    https://www.googleapis.com/auth/calendar,https://www.googleapis.com/auth/tasks,https://www.google.com/m8/feeds,https://www.googleapis.com/auth/gmail.modify,https://www.googleapis.com/auth/userinfo.profile

    For your convenience to look at the five scopes, here they are, one per line:

    • https://www.googleapis.com/auth/calendar
    • https://www.googleapis.com/auth/tasks
    • https://www.google.com/m8/feeds
    • https://www.googleapis.com/auth/gmail.modify
    • https://www.googleapis.com/auth/userinfo.profile
       
  9. Select Authorize to save the changes and view the update information:

    Google. Security window. Manage API client access page. Your settings have been saved.

  10. Return to the Riva Cloud browser tab, and select Continue.

  11. Enter the G Suite admin email address, and select Continue.

    Riva Cloud. Google. Step 3: Verify Trusted Application.

  12. Do one of the following:

    • If you see that the connection has been configured successfully or Riva has been accepted as a trusted application by your G Suite account domain, select OK. Upon return to the Get Started page, configure the sync policy on behalf of your users.
    • If you experience an issue, contact the Riva Success Team.

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Article ID: 1295
Last updated: 19 Sep, 2023
Revision: 13
Views: 7983
Comments: 0