Riva CRM Integration - Documentation and Knowledge Base

Set a Default Subsidiary for NetSuite

Article ID: 836
Last updated: 19 Oct, 2016

Applies to Riva Cloud and Riva On-Premise.


Support for a Different Default Subsidiary Value in NetSuite OneWorld

(This section applies to NetSuite OneWorld ONLY.) If the NetSuite Subsidiary option is enabled and Riva syncs new contacts (from the address book, calendar appointments, or email SmartConvert), the following sync results occur:

  • If Riva can match the new contact to an existing customer, Riva applies the subsidiary value of the matched customer to the new contact.

  • If Riva cannot find a matching customer, Riva generates a sync error, unless a default subsidiary value is specified in the NetSuite connection or the sync policy (as a custom option). Screen shot for Riva On-Premise:

    For Riva Cloud, see the Subsidiary ID field on the screen shot.

The value for the Default Subsidiary field is the internal ID of the desired subsidiary. To see in NetSuite the list of subsidiaries: On the main menu, select Setup > Company > Subsidiaries.

Support for Different Default Subsidiary Values in the Sync Policy

Some organizations need to set different default subsidiary values if Riva Cloud or Riva On-Premise syncs users who belong to different corporate subsidiaries.

Implementation for Riva Cloud

Implementation for Riva On-Premise

Riva includes an advanced custom option that can be applied at the sync policy level. Customers can create a different sync policy for each group of users that need a different default subsidiary value set.

To set a different default subsidiary value in the sync policy:

Subsidiary Awareness

By default, for Riva Cloud and for Riva release 2.4.40 or higher, when Riva syncs contacts from NetSuite to the email system, Riva limits the scope of the All Visible and By Owner filters to the defined subsidiary. Riva can be prevented from limiting the scope of those filters with regards to the subsidiary.

Implementation for Riva Cloud

Implementation for Riva On-Premise

To prevent the All Visible and By Owner filters from being subsidiary-aware:

Applies to

  • Riva Cloud for NetSuite.
  • Riva On-Premise 2.4.40 or higher for NetSuite subsidiary awareness.
  • Riva On-Premise 2.4.30 or higher for NetSuite for the other features in this article.

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Article ID: 836
Last updated: 19 Oct, 2016
Revision: 5
Views: 10802
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