Create, Test, and Edit a SuiteCRM Connection

The Riva connection for SugarCRM is used for both on-premise and hosted SuiteCRM (https://suitecrm.com).

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

1. Create a SuiteCRM connection.
2. Test the connection.
3. Edit the connection.

Step 1: Create a SuiteCRM Connection

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

2. Start the Riva Manager application. On the menu bar, select Setup. In the left pane, select CRM: SugarCRM to open the SugarCRM Wizard.

3. On the Welcome page, select Next.

4. Provide the required information:

   

   • User Name: Provide an admin-level SuiteCRM account that Riva will use to connect to the SuiteCRM system and impersonate into the target user accounts.

   • Password: Provide the password for the admin account.

   • Address: Provide the URL link to the SuiteCRM login window, for example https://crm.mycompany.com/suitecrm or https://crm.mycompany.com.

   • Only sync contacts with "Sync to Outlook" checked: To enable the "Sync to Outlook" filter, select this check box. Note: This can be an extremely exclusive filter.

   • Use proxy: Specify a unique http/s 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 a SugarCRM connection object.

Step 2: Test the SuiteCRM Connection

To confirm that user impersonation is working:

1. In the Riva Manager application, on the menu bar, select Setup. In the right pane, double-click the SugarCRM connection object.
   
   

2. In the CRM Connection Edit window that appears, select the Connection Test tab, and select Test Connection >>.

   The connection to SuiteCRM is tested to ensure that the credentials of the connection user defined on the General page are correct.

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

4. In the User E-Mail field, enter the user email address for a CRM target user, and select Run Test >>.

   

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

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

6. Select Cancel >> to close the window.

Step 3: Edit the SuiteCRM Connection

1. In the Riva Manager application, on the menu bar, select Setup.

2. In the right pane, double-click the SuiteCRM connection to open the CRM Connection Edit window.

3. (Riva 2.4.46 or higher is required for this step.) Optional: On the General page, assign a user-friendly Display Name.

4. Save the connection.