If you are setting up a new account directly with SendGrid but have previously had an account through one of our partners, there are several things to keep in mind - make sure to stop sending mail until you migrate to a new, warmed up account, and make sure export data from your old account, and clean up the data described here so that you can import it into your new account.
You cannot export and import sender authentication data - you need to set this up manually in your new account after you delete the current authentication records from your DNS provider.
If you have a domain, link, and IP authentication set up, remove 5 CNAME or MX/TXT records and 1 A record from your domain’s DNS. To verify the records delete from your DNS, go to the Sender Authentication page in the UI and check the DNS column:
To download your unsubscribes, on the Global unsubscribes page, select the action menu, and then click Download a CSV.
To set up your unsubscribes in your new account, copy them into the UI by going to Global or Group Unsubscribes page, selecting the action menu and then adding them to the list. You can add them with the API by using the Suppressions methods
To add your templates in the new account, navigate to either the Marketing Campaigns templates or the Transactional templates page in the UI, create a new template, select to use the code editor, and paste the HTML of the exported template into the editor.
To upload your contacts into your new account, from the Contacts page, click Add contacts and then Upload CSV.
If you are using the SendGrid API, double check your accounts list of API keys. API keys are not exportable, but it's good to make sure that you're aware of all of the existing API keys in your account so that you can create new ones to match in your new account and update your integrations with the new API keys.
Teammate names have to be unique across SendGrid, so if you want to continue to use your teammate name, delete it from your original account to add it to your new account.
If you are using subusers, navigate to the subusers page in the UI and click Export data to download all of the information on your current subusers.
To add subusers to your new account, go to the subusers page in the UI, and click Create a new subuser. Use the data from the exported CSV to create a new subuser.
If you are using a dedicated IP, our support team can migrate your dedicated IP for you. Access support contact options by logging into https://support.sendgrid.com. Provide us with: your current and new usernames, the IP addresses, and your preferred time for the IP transfer - we can migrate IPs between 7 am and 5 pm MST on Monday through Friday.
Be sure to set up reverse DNS and rewarm up your transferred IP before you start sending on it in your new account. You also need to reassign it to subusers if needed.
On all of the statistics pages and on the email activity page, click Export CSV to download your statistics for your records. Your new account cannot import this data.