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

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.

   

   • Enter your CRM user name and password.

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

   • Enable 'Sync to Outlook' Features: For information, see Sugar: Contact sync filter options.

   • 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. The CRM connection is added to your Riva Cloud account.

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