This article applies to versions 4.5 through 6.x.
For Sugar 7.x or higher, see Create a Sugar 7+ REST connection.
For Sugar 7.x or higher, see Create a Sugar 7+ REST connection.
To create a Sugar, Sugar On-Demand, or a SuiteCRM connection for Riva Cloud:
- If you are using Riva Cloud Corporate, ensure that you have followed this procedure: Prepare Sugar or SuiteCRM for Riva Cloud Corporate.
- Log in to https://www.rivacloud.com.
- On the Get Started page, select Configure your CRM.
- On the Select a supported CRM page, select SugarCRM.
- If the Select Version window appears, select SugarCRM 4.5 through 6.x.
-
Provide the required connection details.
- Enter your CRM username and password.
- Address: Enter the website URL to log in to your CRM, for example, https://crm.mycompany.com.
- Enable 'Sync to Outlook' Features: For information, see Sugar: Contact sync filter options.
- Is the connection user dedicated for synchronization: For guidance, see Is the connection user dedicated for synchronization.
-
Select Save.
The Riva Cloud service attempts to connect to your CRM account with the credentials and connection information you have provided.
- Do one of the following:
- If the connection setup is successful, select OK. The CRM connection is added to your Riva Cloud account.
- If you experience issues, contact the Riva Technical Support Team.