Create, Test, and Edit an intelecrm Connection

Requirement: a connection to intelecrm that uses the credentials of an admin account that can impersonate into the target CRM user accounts.

1. Create the intelecrm CRM connection.
2. Test the connection.
3. Edit the connection.

Step 1: Create the intelecrm CRM Connection

1. Ensure that you have followed the procedure Prepare intelecrm CRM for Riva.

2. Start the Riva Manager application. On the menu bar, select Setup. In the left pane, select CRM: Intelecrm to start the connection wizard.

3. On the Welcome page, select Next.

4. Provide the required information:

   

   • User Name: This must be an admin-level intelecrm account that Riva will use to connect to the intelecrm CRM system and impersonate into the target user accounts.

   • Password: Provide the password for the admin account.

   • Address: Provide the URL link to the intelecrm CRM login screen, for example https://crm.mycompany.com.

   • Use proxy: Specify a unique http or https proxy setting that will apply to this CRM connection.

5. Select Next.

6. (Riva 2.4.47 or higher.) On the Additional Connection Options page, optionally select the check box Is the connection user dedicated for synchronization: [user name]. For guidance, see Is the connection user dedicated for synchronization.

7. On the Successful Connection page, select Finish.

   The Riva Manager application creates an intelecrm connection object.

Step 2: Test the intelecrm CRM Connection

To confirm that user impersonation is working:

1. Double-click the intelecrm connection object to open the connection edit window.

2. Select Connection Test, and select Run Test.

   The intelecrm CRM connection account is tested to ensure that the credentials are correct.

3. In the Test succeeded message box, select OK.

4. In the User E-mail field, enter the user name for a intelecrm CRM target user, and select Run Test.

   

   The system tests that the CRM connection account is able to impersonate into the intelecrm target user account.

5. In the Test succeeded message box, select OK.

6. In the CRM connection edit window, select Cancel to close the window.

Step 3: Edit the intelecrm Connection

1. Double-click the intelecrm connection object to open the CRM Connection Edit window.

2. (This step requires Riva 2.4.46 or higher.) Optional: Assign a user-friendly Display Name.