Creating an extended integration for SendGrid users

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You'll get visibility of your SendGrid users as data from SendGrid is automatically transformed into consumable information and actionable insights.

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Get the information and insights that you need to reduce costs and the time that you spend on administration tasks such as:

• Configurable dashboards and list views of key user information
• Configurable reports to share information about users with your colleagues and management
• Configurable workflows for getting and deleting users

Navigation

Updating the credentials

Creating the user integration

Creating custom mappings

Creating workflows

Creating user workflows with the API block

SendGrid Delete Teammate

Creating Saas user workflows

SendGrid User Role preset

Before you start

Best practice
For the integration with Oomnitza, create a dedicated user account.

SendGrid uses API token based authentication.

For more information, see How to use the SendGrid V3 API

Updating the credentials

To stream SendGrid user data into Oomnitza, complete the following steps:

1. In Oomnitza, click Settings > Credentials.
2. Click Add new credential (+).
3. Add the information details.
4. Click the AUTHORIZATION tab.
5. Ensure that API Key is selected as the authorization type.
6. Enter Authorization as the name of the token. 
7. Enter Bearer followed by the API Key in the API Key field. For example,Bearer l35xxxxxxxxxxxxxxxxsae05.
8. Ensure that Add to Header is selected.
9. Click Create.

Next

You use the credentials that you added to create and customize your SendGrid integrations with Oomnitza.

Creating the user integration

Info and connect details

1. From the menu, click Settings.
2. Click Integrations List View .
3. On the Integrations page, scroll down to the Extended section for User Integrations.
4. Click NEW INTEGRATION.
5. In the New User Integration sidebar, click SendGrid.
6. Click APPLY next to the SendGrid User Load, and then click NEXT twice.

Connect page

Best practice
To ensure that only live user records are streamed to Oomnitza, choose Update only as your integration preference. When you run the integration, you can check the error logs to see which user records weren't uploaded and why they weren't uploaded. You can then decide whether to upload the user records that were skipped by changing your integration preference to create and upload. See Access error logs.

On the connect page, complete the following steps to connect the integration:

1. Enter a descriptive name for the integration such as SendGrid User Load. This name will be displayed on the Integrations page once the setup is complete.
2. From the User Selection list, select User plus SaaS User.
3. From the Installation type list, select Cloud.
4. From the Credentials list, select your credentials.
5. From the Integration Preferences list, select Update only.   
6. Enter the name of the user of the integration.
7. Click Next.

Creating custom mappings

Map the SendGrid fields to Oomnitza fields and create custom mappings to get the user information that you need.

Complete these actions:

1. Create a custom mapping for the SendGrid Username field. This is to prevent other connectors from overwriting this information Oomnitza. To to this, complete the following steps:
   1. Click the down arrow on the field that you want to map.
   2. Select Add new Oomnitza users field.
   3. Change the name of the field to SendGrid Username.
   4. Click CREATE. 
2. You have the option to create custom mappings to map any other field that you want to add to Oomnitza. To create an optional custom mapping, do the following:
   1. Click the down arrow on the field that you want to map.
   2. Select Add new Oomnitza users field.
   3. Change the name of the field.
   4. Click CREATE. 
3. Assign a sync key to the Email field.
4. Click NEXT.

Note: For all user loads, it is recommended that you map role information to an employee role in Oomnitza. Users need to have an employee role defined in order to access Oomnitza. If the role information is not available from the user load, it is recommended that you select Employee from the Oomnitza Role dropdown list. You have the option to overwrite this at a later point should the role information become available. 

Standard SendGrid to Oomnitza mappings

The following SendGrid fields can be mapped to Oomnitza:

Address
Connector Sync Time
Email
First Name
Is Admin
Last Name
Username
Address2 City
Company
Connect : Credentials
Country
Is Sso
Phone
State
User Type
Website
Zip

Want to map more fields to Oomnitza?
Contact Support, or see Mapping extended connectors.

When you've completed mapping the SendGrid to Oomnitza fields, click NEXT.

Schedule

By default, user data is streamed to Oomnitza once every day.

You can configure the schedule to meet your needs such as changing the interval or changing the time so that the data is streamed when your system isn't busy.

1. Configure your schedule.
2. Click FINISH.

Result

A new tile is created for the integration on the Integrations page. 

What to do next

If you want to see the information that is collected now, click the tile on the Integrations page and click RUN NOW.

If you want to change the integration settings, you can click a navigation link on the page, such as 4 Mappings, and edit the settings. 

Tip
To view the information that is collected about your mobile assets, click Assets. 

Creating workflows

Creating user workflows with the API block

To reduce your workload and automate complex and repetitive tasks, you can create user workflows with the API block by following the steps in Creating user workflows with the API block. When creating the user workflows with the API block for SendGrid, the following specific configuration is required:

• To locate the available presets, enter SendGrid in the Select Preset search field.
• In the Configure section, select the SendGrid credentials that you created in Update credentials. 

The SendGrid API block workflow comes with one available preset, the SendGrid Delete Teammate preset.

Using the SendGrid Delete Teammate preset

This SendGrid Delete Teammate preset allows you to delete a user from SendGrid. For this preset, only the parent user or an admin can delete another user. For further information see SendGrid - Delete Teammate.

Creating Saas user workflows

You can create the SaaS User workflow by following the steps in Creating Saas user workflows. When creating the SaaS User workflow for SendGrid, the following specific configuration is required:

• To locate the available presets, enter SendGrid in the Select Preset search field.

The SendGrid SaaS User workflow block comes with one available preset, the SendGrid User Role API.

SendGrid User Role preset

The SendGrid User Role preset enables you to read a user’s role from SendGrid. When you select this preset, enter the following details in the Configure section:

• Your SendGrid credentials that you created in Update credentials. 

For further information see SendGrid - Users API.

For further information on workflows see:
 Understanding workflows
 Workflow block overview

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your assets, learn how to:

• Configure dashboards for your users and software
• Configure custom reports about your users and software
• Create workflows to automate tasks

See  Getting started for more information.