Riva CRM Integration - Documentation and Knowledge Base

Create and Test an OAuth-Based Riva Google Connection

Article ID: 1669
Last updated: 16 Oct, 2020

To create and test an OAuth-based Riva Google connection:

  1. Ensure that the system requirements are met.
  2. Create a Google connection that relies on OAuth.
  3. Test the OAuth-based Google connection.

Step 1: Ensure That the System Requirements Are Met

  • Supported Google Versions: G Suite Business, G Suite for Education, G Suite Basic, and Gmail.

  • Google Web Services: Riva connects to Google Web Service via API to establish a connection.

  • Riva Connection Mailbox User: Riva requires a fully enabled Google Administrator account and a Google Developer account to establish a connection.

Step 2: Create a Google Connection that Relies on OAuth

A Google connection that uses OAuth cannot impersonate into other connections. It is a direct connection for one user. In a Riva Google deployment, every OAuth user has an individual connection.

This step describes how to create and test an OAuth-based Google connection from within the Riva Manager application. For enterprise Riva clients, there is an alternative: for information, contact the Riva Success Team.

To create and configure an OAuth-based Google connection within the Riva Manager application:

  1. Open the Riva Manager application.

  2. If your version of Riva has a horizontal menu bar, select Setup.

  3. In the left pane, below Connections, select Add Email, and then choose Google from the drop-down list.

  4. On the wizard's Welcome page, select Next.

  5. Select OAuth.

    If you select Service Account, refer to the instructions at Create and test a Riva Enterprise Google connection.

  6. Select Next.

  7. In the windows that appear, provide your Google credentials.

  8. In the window titled [your first name] would like to, select Allow.

  9. On the wizard's last page, select Finish.

    The Riva Manager application generates a Google connection object.

Step 3: Test an OAuth-Based Google Connection

To test the connection:

  1. If your version of Riva has a horizontal menu bar, select Setup.

  2. In any version of Riva, in the right pane, double-click the Google connection to edit it.

  3. Select General, and confirm that the connection credentials look correct.

  4. To test the Riva connection user: Select Connection Test. Note that the User E-mail text box already contains the email address and is read-only. Select Run Test.

    The system tests that the connection host and credentials work.

  5. In the Test Succeeded message box that appears, select OK.

  6. In the bottom right corner, select Cancel to close the CRM Connection Edit window.

Tip: Riva administrators who need to troubleshoot can use these connection tests to confirm that the Riva connection to Google is working.

Article ID: 1669
Last updated: 16 Oct, 2020
Revision: 11
Views: 5042