Create a Sugar 7+ Connection: Riva Cloud

To create a Sugar 7+ REST connection:

1. If you are using Riva Cloud Corporate, ensure that you have followed this procedure: Prepare Sugar or SuiteCRM for Riva Cloud Corporate.

2. Log in to https://www.rivacloud.com.

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

4. On the Select a supported CRM page, select SugarCRM.

5. In the Select Version window that appears, select SugarCRM 7+.

6. Provide the required connection details.

   

   • Enter your CRM user name and password.

   • Address: Enter the website URL to log in to your CRM, for example https://crm.mycompany.com.

   • Platform: (Default: Riva.) The custom platform configured in Sugar to enable Riva to log in or impersonate a user without terminating their Sugar web sessions.

     • For information on platforms, see http://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.9/Architecture/Extensions/Platforms/

     • Sugar 8.x: See Authenticate to Sugar 8 via a custom API platform.

     • Sugar 7.x: For a tutorial on registering custom platforms in Sugar 7.x instances, see https://community.sugarcrm.com/docs/DOC-5875-tutorial-how-to-register-custom-platforms-in-sugar-instances.

   • Enable 'Sync to Outlook' Features: To enable the "Sync to Outlook" filter, select this check box.

   • Is the connection user dedicated for synchronization: For guidance, see Is the connection user dedicated for synchronization.

7. Select Save.

   The Riva Cloud service attempts to connect to your CRM account with the credentials and connection information you have provided.

8. Do one of the following:

   • If the connection setup is successful, select OK. Result: The CRM connection is added to your Riva Cloud account.

   • If you experience issues, contact the Riva Success Team.