Creating a SendGrid Export
To start, navigate to the project you wish to create the export in. Once there, select the 'Exports' tab in the top bar.
From here, press the "New Export" button. Enter a name for the export and select the type "Sendgrid", then press continue in the bottom right of the popup.
You will then be redirected to the export configuration page. Which consists of three different sections that must be completed.
The first section is where you select the source or query that you would like to export.
In the second section, you must select the columns you would like to export, and map them by setting an alias.
After selecting the columns, you have the option to apply filters to further limit the date that will be exported.
In the third section, you will decide what connection that the Export should link with, and then the Account and Organization where you wish to send the data.
Please make sure to follow all the field requirements listed at the bottom of section three.
Once the configuration is complete, save the Export and it will be ready to run.