Create, Test, and Edit a Sage CRM Connection

The Riva connection to Sage CRM requires the credentials of an admin account that can impersonate into the target CRM user accounts.

1. Create a Sage CRM connection.
2. Test the connection.
3. Edit the connection.

Step 1: Create a Sage CRM Connection

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

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

3. On the Welcome page, select Next.

4. Provide the required information:

   

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

   • Password: Provide the password for the admin account.

   • Address:

     • On-Premise: Provide the website URL to log in to Sage CRM for your company account, for example https://northamerica.sagecrm.com/MyCompanyAccountName.

     • Sage CRM Professional (Cloud): Provide the web service URL to log in to the Sage CRM for your company account.

   • 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 Sage CRM connection object.

Step 2: Test the Sage CRM Connection

To test the 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 Sage CRM connection object to open the CRM Connection Edit window.

2. Select the Connection Test tab, and select Run Test >>.

   The 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 email address of a CRM target user, and select Run Test >>.

   

   The system tests that the Sage CRM connection account is able to impersonate into the Sage CRM 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 Sage CRM Connection

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

2. In the right pane, double-click the Sage CRM 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.