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Migrating from a partner account


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:

  • Stop sending mail until you migrate to a new account
  • Make sure to export data from your old account
  • Clean up the data described here, so you can import it into your new account.

Before you begin

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  • Pause sending email on your old account.
  • Login to app.sendgrid.com with your current SendGrid username and password.

Update sender authentication

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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(link takes you to an external page) in the UI and check the DNS column:

Where to find DNS records.

To set up sender authentication in your new account, check out Setting up domain authentication, Setting up reverse DNS, and Setting up link branding.


To download your unsubscribes, on the Global unsubscribes page(link takes you to an external 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(link takes you to an external page) or Group(link takes you to an external page) 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


From the Marketing Campaigns templates(link takes you to an external page) and the Transactional templates(link takes you to an external page) pages in the UI, export the HTML of any templates you want to migrate.

To add your templates in the new account, navigate to either the Marketing Campaigns templates(link takes you to an external page) or the Transactional templates(link takes you to an external page) 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.


Migrate Marketing Campaigns Contacts

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From the Marketing Campaigns contacts(link takes you to an external page) page, click into your Global All Contacts(link takes you to an external page) list. Then export a CSV of your contacts.

To upload your contacts into your new account, from the Contacts page(link takes you to an external page), click Add contacts and then Upload CSV.


Review existing API keys

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If you are using the SendGrid API, double-check your accounts list of API keys(link takes you to an external page). API keys are not exportable, but it's good to make sure that you're aware of all 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(link takes you to an external page) in the UI and click Export data to download all the information on your current subusers.

To add subusers to your new account, go to the subusers page(link takes you to an external 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(link takes you to an external page). 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.


Download statistics and email activity

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On all 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.

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