Transfer Data from Excel to SendGrid

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Excel Add-In for SendGrid

The SendGrid Excel Add-In is a powerful tool that allows you to connect with live SendGrid account data, directly from Microsoft Excel.

Use Excel to read, write, and update Lists, Recipients, Schedules, Segments etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

This article explains how to transfer data from Excel to SendGrid using the Excel Add-In for SendGrid.

The CData Excel Add-In for SendGrid enables you to edit and save SendGrid data directly from Excel. This article explains how to transfer data from Excel to SendGrid. This technique is useful if you want to work on SendGrid data in Excel and update changes, or if you have a whole spreadsheet you want to import into SendGrid. In this example, you will use the AdvancedStats table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new SendGrid connection by clicking From SendGrid on the ribbon.

To make use of all the available features, provide the User and Password connection properties.

To connect with limited features, you can set the APIKey connection property instead. See the "Getting Started" chapter of the help documentation for a guide to obtaining the API key.

Retrieve Data from SendGrid

To insert data into SendGrid, you will first need to retrieve data from the SendGrid table you want to add to. This links the Excel spreadsheet to the SendGrid table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From SendGrid button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the AdvancedStats table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to SendGrid

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyAdvancedStatsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to SendGrid, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the AdvancedStats sheet.
  3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.