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
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
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