Troubleshooting CRM and Membership Bulk Import

Troubleshooting CRM and Membership Bulk Import

Troubleshooting CRM and Membership Bulk Import       In order to ensure a successful bulk import of contacts and memberships into Glue Up, it is important to properly format and clean up your data. Here are some tips to help … Read More
CRM Fields History

CRM Fields History

In an effort to provide more visibility into the CRM data update history, we have added additional details within the Data Update Verification section of the Contacts Module, called Data Update History Management. To access this section of the Contacts … Read More
Industry Code

Industry Code

Glue Up provides industry codes for use during data import processes on the platform.These are acronyms for different industries in line with NAICS codes. Using codes saves time and avoids errors as instead of using an industry name,we can use … Read More
Basic Search for Data Update Tab

Basic Search for Data Update Tab

Introduction The Data Update verification section is a powerful tool within your CRM that allows you to manage and update your contacts and companies efficiently. We’ve implemented a user-friendly search function to simplify the process of finding specific records. This … Read More