Integrating SendGrid

Capabilities

DataGrail's SendGrid Integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email Foundation Connections Transactional Mailer

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• SendGrid User Role: Admin

Create a SendGrid API Key

1. Log in to SendGrid.
2. In the left-hand menu, select Settings and click API Keys.
3. In the top-right, click Create API Key.
4. Enter a name for the API Key and select Restricted Access.
5. Select the following permissions under Access Details:
   Permissions

   • Category Management: Full Access
   • Marketing: Full Access
   • Mail Send: Full Access
   • Suppressions: Full Access
   • Tracking: Full Access
   • Email Activity: Read Access

   
   

   If you are only connecting SendGrid for use as a transactional mailer, you only need to grant the Mail Send permission. Conversely, you do not need to grant the Mail Send permission if you are only using the integration for access and deletion.

6. Select Create & View.
7. Store the newly created API Key in a safe location temporarily.

Configure a Sender Identity

If you are using SendGrid as your Transactional Mailer, please ensure you have configured a Sender Identity for the desired address/domain using one of the two methods listed here.

Connect to DataGrail

1. Navigate back to DataGrail.
2. Enter the newly created API Key.
3. Select Configure Integration.
4. Share the From Email and From Name you would like to use with DataGrail Support at support@datagrail.io (i.e. Email: privacy@company.com, Name: Company Privacy Team).

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Transactional Mailer - Deliverability Testing
• Synchronous vs. Asynchronous Integrations
• Whole Record Deletion
• Access Request Lifecycle

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Confirm a Sender Identity Has Been Created and Verified

For transactional mailer connections, DataGrail requires a verified Sender Identity. The connection will fail if no valid Sender Identity exists in SendGrid.

Configuring a Sender Identity

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The SendGrid integration uses the SendGrid V3 API:

Access Type	Synchronous
Deletion Type	Asynchronous (Whole Record)
Rate Limiting	10,000 requests / second

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.