Create, Test, and Edit a Sugar 7+ Connection

  • Updated
This article concerns a connection from Riva 2.4.46 or higher to Sugar 7.x. That version of Sugar requires using the REST protocol.
If you are using Sugar 6 or earlier, which uses a SOAP connection, see Create and test a Sugar 6.x connection.

 

In Riva 2.4.46 or higher, the connection to Sugar 7+ supports both on-premise and hosted Sugar services like SugarCRM and Sugar On-Demand.

Requirement: a connection to Sugar 7+ that uses the credentials of an admin account that can impersonate the target Sugar 7+ user accounts.

To create and test a Sugar 7+ connection:

  1. Create a Sugar 7+ connection.
  2. Test the connection.
  3. Edit the connection.

Step 1: Create a Sugar 7+ Connection

  1. Ensure that you have followed this procedure: Prepare Sugar for Riva.

  2. Start the Riva Manager application. On the menu bar, select Setup. In the left pane, select CRM: SugarCRM 7+ to open the SugarCRM 7+ Wizard.

  3. On the Welcome page, select Next.

  4. Provide the required information:

    Sugar-7+-wizard-.png

  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.

    Result: The Riva Manager application creates a Sugar 7+ connection object.

Step 2: Test the Sugar 7+ 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 7+ connection object.

    sugar-7+-connection-object-in-the-right-pane.png

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

    Result: Two tests are performed on the Sugar connection account. They ensure that

    • the username and password are correct and
    • the platform is valid.
       
  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 >>.

    sugar-conn-test.png

    Result: The system tests that the Sugar connection account is able to impersonate the Sugar target user account.

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

  6. Select Cancel to close the window.

Step 3: Edit the Sugar 7+ Connection

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

  2. In the right pane, double-click the Sugar 7+ connection to open the CRM Connection Edit window.

  3. Optional: On the General page, assign a user-friendly Display Name.

  4. Save the connection.

 

 
 
 

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