SendGrid connector for SAP Business One
E-mail Template for Marketing Documents in SendGrid in the Integration Hub
E-mail Trigger: When a new sales quotation document is added in SAP Business One, the system sends the E-mail automatically if the E-mail via HUB option in the Print Preferences window is enabled/checked and Business Partner conditions are met. To ...
E-mail Notification for E-mail Type Campaigns in SendGrid in the Integration Hub
The application allows to send the bulk E-mail notification through E-mail type campaigns using SendGrid E-mail API. Note The Logged-in User E-mail id must be defined in the system. The target recipients are defined in the Campaign Generation Wizard ...
Manual E-mail Notification in SendGrid in the Integration Hub
The application allows a user to manually send the E-mail notification from any marketing document. Choose the Mailer icon on marketing document to manually send the E-mail to corresponding business partner contact person. In order to send E-mail, ...
Automatic E-mail Notification based on Print Preferences in SendGrid in the Integration Hub
The solution automatically sends the E-mail notification based on the configuration in the Print Preferences page. Note The Logged-in User E-mail id must be defined in the system. The following documents are supported for automatic E-mail ...
Business Partner Master Data Setup for SendGrid in the Integration Hub
In Business Partner Master Data window, a field Send Marketing Document Notification via HUB is available in the General tab. To open the Business Partner Master Data window, from the SAP Business One Main Menu, choose Business Partner --> Business ...
Send Message Setup for SendGrid in the Integration Hub
In the Send Message window, a Send via HUB button is available. To open the Send Message window, open any marketing document and in the toolbar choose the SAP Business One Mailer icon. The Send Message window contains the following new fields: ...
Print Preferences Setup for SendGrid in the Integration Hub
In Print Preferences document the E-mail via HUB and Send E-mail To all Business Partners fields are available to send E-mail automatically through SendGrid when document is added. To open the Print Preferences window, from the SAP Business One Main ...
Setup in SAP Business One for SendGrid in the Integration Hub
To check the activation status, choose Administration → Integration Hub →Feature Activation. The Active field should be flagged. The Active checkbox enables for the feature deployed in the Integration Hub. If the flag is not set to active, then ...
Step 2 – Deployment of SendGrid in the Integration Hub
To deploy the solution, choose the Deploy Now button. The application prompts you to provide the license details. For more information, refer to the Assigning the Integration Hub licenses knowledge Article The Integration Hub displays the Deployment ...
Step 1 – Set Connectivity of SendGrid in the Integration Hub
Choose the SAP Business One SLD to provide the connection between SAP Business One System Id and SendGrid Id. Note By default, the solution displays all the SAP Business One SLDs available in SLD Category selected during customer creation. To add ...
Setting Up Sendgrid in the Integration Hub
The following are the steps to setup SendGrid in Administration Console: Add New Customer Refer to Add New Customer knowledge Article Select the SendGrid template to integrate. Upon selecting the template, a message “Let’s Start” prompts to start ...
SendGrid integration with SAP Business One
The integration between SendGrid and SAP Business One facilitates the manual E-mail notification, automatic E-mail notification based on print preferences, E-mail notification based on campaign generation wizard from SAP Business One. The Integration ...