Adding SendGrid to an Instance

This guide will help you connect an Instance to SendGrid (for email).

Requirements

To follow the steps in this tutorial, you should be able to log in to the Partner Portal, and have an Instance you created or have access to.

• Register on the Partner Portal
• Create an Instance

Steps

Adding SendGrid to an Instance is a three-step process:

Step 1: Locate Instance

In the menu on the left, click on Instances, then select the name of the Instance you want to connect to SendGrid. The information page of the Instance is displayed.

Step 2: Set up SendGrid Integration

On the information page of the Instance, click on Integrations, then on the Integrations page, scroll to "SendGrid - email service" and click on Manage SendGrid.

A form is displayed. Enter the email and password you want to use for your account, then click on Enable SendGrid Integration.

A message is displayed as we are preparing your integration "We're preparing the SendGrid integration. Refresh the page in a few minutes."

You can check if your SendGrid integration is set up by going to Integrations, then Manage SendGrid. The page should say "You already set up a SendGrid account (see your configuration)."

Step 3: Locate SendGrid username

Once the integration is set up, go to your Instance Configuration page by clicking the configuration link on your SendGrid integration page, or clicking on the Update Configuration button on the Instance information page.

In the configuration file, find the "sendgrid" section:

{
  "domains": [
    {
      "name": "example.staging.oregon.platform-os.com",
      "created_at": "2019-10-10T11:52:44.321Z",
      "redirect_to": null,
      "redirect_code": null,
      "use_as_default": true
    }
  ],
  "attributes": {
    "test_mode": false,
    "test_email": null,
    "maintenance_mode": false,
    "timeout_in_minutes": 0,
    "include_tag_with_private_scope": true,
    "enable_sms_and_api_workflow_alerts_on_staging": false
  },
  "integrations": {
    "auth0": {
    },
    "social": [

    ],
    "twilio": {
    },
    "sendgrid": {
      "password": "*************",
      "user_name": "instance-5cb5f156-45fa-4b7f-8c14-32ce64566310"
    },
    "recaptcha": {
    }
  },
  "payment_gateways": {
    "stripe": {
    }
  }
}

To log into SendGrid, use the "user_name" in the SendGrid section (without the quotes) instance-5cb5f156-45fa-4b7f-8c14-32ce64566310 and the password you created in the previous step.