Applies to Riva 2.4.43 or earlier.
Contents:
When to Use a CSV Mapping File
Riva requires using a CSV mapping file as a workaround when Riva does not support CRM impersonation.
Riva does not support CRM impersonation in the following GoldMine systems:
-
All GoldMine 8.5 systems.
-
GoldMine 9+, 2012+, or 2014+ systems in which
-
A synced user's GoldMine user name differs from the prefix of the user's Exchange primary SMTP email address:
Example: GoldMine username john-appleseed is different from the prefix for appleseed-john@dev03-ex07.com
and
-
The reply-to email address of a synced GoldMine user differs from the prefix of the user's Exchange primary SMTP email address:
To check for this value, navigate to Tools > User Settings > Preferences > Email.
Format of a CSV Mapping File
The CSV file is used to map the email address of each user to the corresponding GoldMine user login name.
The file uses a three-column format with the following header:
Email,CRM Login,CRM Password
Note: The CRM Password field should be left blank, but the trailing comma is required.
Sample CSV file
Email,CRM Login,CRM Password
tcox@my-company.com,TOMC,
lgoldhill@my-company.com,LESLIE,
djohnsen@my-company.com,DANIEL,
skiefer@my-company.com,SCOTT,
jmackin@my-company.com,JENNIFER,
tsmith@my-company.com,TONY,
dwilkins@my-company.com,DAVE,
mmueller@my-company.com,MARKM,
afisher@my-company.com,AMYF,
Note: Each line ends with a comma to denote the blank CRM Password value.
Configuring Riva to Use the CSV File
Once all the email to CRM login name mappings are in the CSV file, point the synchronization policy to the CSV file.
To configure Riva to use the CSV file:
-
Save a copy of the CSV mapping file to the Riva installation folder.
-
Edit the synchronization policy.
-
Select Connection Options.
-
Identify the CSV file.
