Riva CRM Integration - Documentation and Knowledge Base

Create a Sugar 7+ Connection: Riva Cloud

Article ID: 1792
Last updated: 05 Jul, 2018
This article applies to Sugar 7+. Those versions of Sugar require using the REST protocol.
If you are using Sugar 6 or earlier, which uses a SOAP connection, see Create a Sugar connection (prior to Sugar 7).

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.

  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.

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Article ID: 1792
Last updated: 05 Jul, 2018
Revision: 6
Views: 4897
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