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Much like with Twilio, customers must create and maintain their own SendGrid account. A single paid SendGrid account can be used to support any number of customer ClinSpark instances.  Ensuring this customer SendGrid account is a paid, non-free account is a precondition of going live in PROD.

DNS MX Records

It is highly recommended to register all expected DNS MX (Mail eXchanger) records at the start of the configuration process. For instance, customers will need to have a DNS email for PROD use, such as “clinspark-mail.customer-name.com”, and likely want to test this functionality first in Sandbox and VAL environments. For this, customers might also want to additionally register with SendGrid DNS records such as “clinspark-sandbox-mail.customer-name.com” and “clinspark-val-mail.customer-name.com”. It is better to perform this configuration task all at once in the beginning of setup, so that they will be ready when needed.

Setup Process

Step 1: Customer creates a paid SendGrid account

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Last, follow the instructions to verify domain ownership by making the required DNS entries. Optionally SendGrid will propose to add DNS records for a ‘Verification Subdomain’ (e.g., em1234.mail.customer.com). This ‘Verification Subdomain’ is only used for authentication and verification.

Step 5: Share screenshots for evidence in the ticket

Once the above are complete, the remaining tasks for making the integration live will be taken by IQVIA support. We will on our end provide evidence that the integration is working in the ticket once our tasks are complete.