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
How to Import Single/Multiple Choice Fields

How to Import Single/Multiple Choice Fields

Introduction                   Single and multiple-choice fields are form fields that allow users to select one or more options from a predefined list. Single-choice fields only allow one option, while multiple-choice fields allow multiple … Read More
Discard option for unfinished membership imports

Discard option for unfinished membership imports

Introduction With the discard feature, users can effortlessly eliminate unfinished imports, ensuring that only accurate and relevant information finds its way into the system. This enhancement significantly contributes to maintaining data integrity, an essential aspect of successful membership management.   … Read More
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
Downloading Member Information

Downloading Member Information

Downloading Member Information Exporting member information is useful for moving member data outside the platform. Follow the processes below to download information for a particular membership or multiple memberships. Exporting information for a single membership Go to the Members section … Read More
Importing Member Data in Bulk

Importing Member Data in Bulk

Importing Member Data in Bulk Importing your organization’s member information is a critical component of getting started with Glue Up’s Membership module. Follow the processes below to import member data into the platform: Adjust the platform’s member or company form … Read More
Customizing Your Contact Form And Creating Custom Fields

Customizing Your Contact Form And Creating Custom Fields

Customizing Your Contact Form Your ‘Contact Form’ allows you to collect and enter pertinent data related to any contact saved within Glue Up. Glue Up provides you with a basic contact form template, which you can update with additional fields. … Read More
Tracking imports for CRM contacts

Tracking imports for CRM contacts

Tracking imports for CRM contacts Tracing contact information that has been imported into the Glue Up platform can be a critical component to reconciling data mismatches or errors. Follow the process below to track imported CRM contact information: Tracking imports … Read More
Importing Contacts in Bulk

Importing Contacts in Bulk

Importing Contacts in Bulk Migrating your data to Glue Up is a major milestone to improve your usage of the platform and what you can get out of it. Follow our step-by-step guide below to import contacts into the platform: … Read More