Veeva Vault Integration

How to integrate Knak with Veeva Vault

Felix Higgs avatar
Written by Felix Higgs
Updated over a week ago

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

  1. Go to the Admin section

  2. Then go to Integrations > Platforms and Select Add New Integration and choose the Veeva Vault integration

  3. Enter a name for the Veeva Vault Integration

  4. Enter your Veeva Vault Username & Password associated with Knak

  5. Enter the Veeva Environment URL (everything after the https:// and before the in your Veeva Vault instance)

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

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