Implement a Rolling Maximum Start Date filter for Email to CRM Calendar Sync

Issue

When syncing a recurring series of appointments with no end date (or an end date far in the future) from Exchange to a CRM that does not support the concept of a recurring appointment, Riva takes a long time creating many single appointments in the CRM.

Solution

Riva has a rolling maximum start date option. This option sets the number of days beyond which Riva does not create single appointments when syncing the recurring appointment the first time.

To set the rolling maximum start date:

• Configure the following advanced option for the email connection:

  Sync.Ex.RollingMaxStartDateDays = [number of days]

Expanding the series of appointments in the CRM

By default, Riva periodically creates more single appointments in the CRM to push out the tail end of the recurring appointments.

If the rolling autoexpansion of single appointments is not occurring in the CRM, the Sync.Sdkex.AreRecurringSeriesDynamicallyExpanded advanced option may have been set to False.

Following the steps at Configure an advanced option for an email connection, ensure that the advanced option is set to True.

If the rolling autoexpansion still doesn't occur, contact the Riva Success Team.