Riva CRM Integration - Documentation and Knowledge Base

Create a Sugar Connection (Prior to Sugar 7): Riva Cloud

Article ID: 272
Last updated: 26 Aug, 2020
This article applies to versions 4.5 through 6.x.
For Sugar 7.x or higher, see Create a Sugar 7+ REST connection.

To create a Sugar, Sugar On-Demand, or a SuiteCRM connection for Riva Cloud:

  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. If the Select Version window appears, select SugarCRM 4.5 through 6.x.

  6. Provide the required connection details.

    Riva Cloud. Sugar connection.

  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. 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: 272
Last updated: 26 Aug, 2020
Revision: 12
Views: 8226
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