Excel Add-In for SendGrid

Build 24.0.9060

Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From SendGrid connection/s to launch the CData Query window. To setup a new connection, you will have to click the New SendGrid Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

You must use an API key to authenticate through the SendGrid add-in.

Obtaining an API Key

To obtain an API key, follow the steps below:

  1. Log into SendGrid.
  2. Click Settings.
  3. Click API keys.
  4. Click Create API Key.
  5. Choose the Permissions the API Key should have, either Full Access or Restricted Access. The API key is then displayed.

NOTE: If you want access to Email events, you must purchase the Email Activity History add-in of SendGrid. If using a Restricted Access key, you must give it the messages.read and email_activity.read scopes.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to SendGrid you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

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Build 24.0.9060