Knak has a direct integration with Veeva Vault so you can easily sync emails with a click of a button.
Creating a Knak User
It is preferable that a dedicated Veeva Vault user be created for Knak. The user should have sufficient permission to perform the following actions:
Retrieve Document Metadata
Create a Document Lock
Create a Single Document Version
How to set up the integration
Go to the Admin section
Then go to Integrations > Platforms
Locate the Veeva integration tile and click Connect
Enter a name for the Veeva Vault Integration
Enter your Veeva Vault Username & Password associated with Knak
Enter the Veeva Environment URL (everything after the https:// and before the .veevavault.com in your Veeva Vault instance)
We also give you the option to enter a default country value, this is optional & may sometimes be needed for a CRM sync. You would need to enter the Veeva ID of the country you want to use. Please reach out to Knak support if you think you need this option.
Managing your integration
Now that your integration is set up, you can view its configuration, edit it, or delete it from the "My Platform Connection" list on the Integrations page.
If you need to connect a new integration – or re-add a previously deleted one – you can do so by scrolling down to the "All Platforms" section and clicking Connect or Add Another Connection on the relevant platform tile.
How to sync to Veeva
There are two types of Veeva Vault sync available in Knak: Submission sync and CRM sync.
Submission sync can target any document type in Veeva, and is intended for use in MLR review.
CRM sync only creates documents of type Email Template, which are intended for later use in Veeva CRM.
Submission Sync
Creating Documents to use for Submission Sync to Knak
A submission sync needs a target document that already exists in Vault to sync to.
First, create a document (use a document placeholder for a new document without content) and share the document with the Knak integration user so Knak can edit it.
When syncing the document for the first time in Knak, you can use the search feature to find the document.
On sync Knak creates a new version of the target document in Veeva Vault and adds a PDF containing the desktop and mobile preview as the source content.
Every resync from Knak will add a new version (minor version number) to this document which contains the updated content from Knak.
CRM sync
A CRM sync will create a new Email Template document in Vault, with the document source content being the Knak-generated HTML for the email. Subsequent resyncs will update the Email Template to a new version containing the latest HTML.
Need more help? Contact Support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com.