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In this guide we’ll go over the steps you will need to carry out to set up the SendGrid integration in your TurnKey Lender Box instance.

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Get an Account

Follow the wizard at https://signup.sendgrid.com and click “Start Free Trial” to get an account if you don’t already have one.

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2. Enter your Email address (your address will be verified before you can proceed)

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4. Create a Single Sender identity.

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5. Fill out the Single Sender account details (from email address will be verified and your clients will see this address as the sender)

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6. After verification you will see this screen:

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7. To connect SendGrid to TurnKey Lender, navigate to Settings -> API Keys

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8. Hit Create API key

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Choose a name, select Full Access, and hit Create & View

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9.  Copy the API key, name of API key, and add them to TurnKey lenders Keys with the name received on step 7./ to create a free account or sign up from your Azzure portal (https://github.com/MicrosoftDocs/azure-docs/blob/main/includes/sendgrid-sign-up.md )

Generate an API Key

Once you have created the account, select Settings and then API Keys in the menu on the left.
In the emerged window, click the “Generate API Key“ button.

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In the emerged window, choose the API Key name and select Full Access.

Click the “Create & View” button

Add Data to TurnKey Lender:

Under the Email Notification section, use the following settings

  • Service: Custom SMTP server

  • From address: Your company email address

  • From name: The name to be used in notifications

  • Login: Name provided for the API Key

  • Password: Password provided for the API Key

  • Enable SSL checkbox: Enabled

  • Host: https://smtp.sendgrid.net/

  • Port: 465