Riva CRM Integration - Documentation and Knowledge Base

Email or CRM Connection Groups in Riva: Overview

Article ID: 1435
Last updated: 14 Jun, 2021

For Riva Cloud and Riva On-Premise 2.4.41 or higher. Details.

Benefits of Connection Groups: Two Use Cases

  • A connection group makes migrating Exchange to Office 365 easier when there are Riva users in both environments simultaneously. Specifically, a connection group makes it unnecessary in a migration strategy to create multiple Riva sync policies, one for Exchange users who have not migrated yet and the other for the Office 365 users.

  • A dynamic connection group can be created for organizations that want each syncing user to use a separate, individual OAuth connection to the email system — without having to create the individual connections one by one and without having to explicitly specify the users in the sync policy. To configure a dynamic connection group, contact the Riva Success Team.

How a Connection Group Works

A connection group is a list of all the email or CRM connections to be used for a Riva sync policy.

When Riva starts to synchronize, the first connection in the connection group is accessed. If a user cannot be found on the first connection in the group, Riva tries the next connection identified in the group.

In Riva Cloud and Riva On-Premise 2.4.44 or higher, it is possible to randomize the order in which the connections of the connection group are used. The purpose is to distribute the load over multiple connections.

Riva Cloud: Set Up a Connection Group

Riva On-Premise: Set Up a Connection Group

Applies to

  • Riva Cloud.
  • Riva On-Premise 2.4.41 or higher for Office 365, Exchange on-premises, HCL Notes, and G Suite.

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Article ID: 1435
Last updated: 14 Jun, 2021
Revision: 16
Views: 7443
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