1. Open the CRM Config tab
Go to the CRM Config tab under the Management area.
This is where you manage your CRM connection and sync settings.
From here, you can also see which CRM is currently connected and disconnect it if needed.
2. Choose what data to sync
Select which Ricavi data you want to sync to your CRM.
The available sync options are:
Contacts
Deals
Activities
Turn on only the data types you want included in the sync.
3. Map Ricavi deal fields back to your CRM
You can send Ricavi deal information back into your CRM by mapping fields.
Common examples mentioned are:
Deal health score
Deal health status
Choose the CRM field you want each Ricavi value mapped to.
4. Add additional field mappings
If you want to map more Ricavi fields, click Add Mapping.
For each mapping:
Select the Ricavi field
Select the matching CRM field
Choose whether the mapping applies to a deal, contact, or activity
5. Set up user mapping
Use User Mapping to pair Ricavi users with CRM users.
Recavi users and CRM users are listed automatically.
Matching users ensures deals, contacts, and activities are assigned to the correct owner in both systems.
6. Review the sync log
At the bottom of the page, view the sync log.
This provides a full history of synchronization between your CRM and Ricavi.
Use it to check past sync activity and confirm everything is working properly.