Settings
Connect your data sources and configure your platform.
Getting Started
2 of 5 complete
Review your events
Browse your event calendar and make sure everything looks right.
Add your sponsors
Add sponsor companies and contacts to start tracking relationships.
Connect your spreadsheet
Link your Google Sheet to keep data in sync automatically.
Import attendee data
Upload a GlueUp CSV export to populate attendee demographics.
Generate your first report
Create a sponsor fulfillment report from completed event data.
Data Integrations
Google Sheets Sync
Sync sponsor and event data from your existing Google Spreadsheet. Keep using your spreadsheet -- changes flow into the platform automatically.
What it does
- Reads event tabs from your spreadsheet
- Imports sponsor data and contact information
- Syncs budgets and logistics details
- Can push fulfillment checklists back to the sheet
Setup steps
- Share your spreadsheet with our service account email
- Paste the spreadsheet URL below
- Click "Test Connection"
Free -- Google Sheets API has no usage fees
GlueUp Import
Import attendee and registration data from GlueUp. Export a CSV from GlueUp after each event, upload it here, and attendee demographics populate automatically.
What it does
- Imports attendee names, companies, and categories
- Auto-calculates demographics breakdown
- Maps to event attendance records
How to export from GlueUp
- Go to your event in GlueUp
- Navigate to Attendees
- Click "Export CSV"
- Upload the file below
Or connect via GlueUp API for automatic sync (requires GlueUp API access)
Free for CSV import. GlueUp API access depends on your GlueUp plan.
Zapier Automation
Connect GlueUp, Google Sheets, email, and 5,000+ other tools through Zapier. Automate workflows like "New GlueUp registration → add row to tracking sheet → notify team on Slack".
Example automations
- New event registration → Google Sheet row
- Sponsor confirmed → send notification email
- Event completed → trigger report generation
- New member → welcome email
Zapier plans start at $19.99/mo. Free tier available for basic automations.
Automation Settings
Deliverable auto-creation
ActiveWhen a sponsorship is confirmed, deliverables are automatically created based on the tier template (Presenting: 10 items, Gold: 5, Silver: 3, Bronze: 2).
Sponsor pipeline tracking
ActiveSponsors move through: Prospecting → Verbal → Confirmed → Fulfilled → Reported.
Event status workflow
ActiveEvents progress: Planning → Confirmed → Completed. Attendance captured on completion.
Fulfillment tracking
ActiveCheck off deliverables as completed. Progress tracked per sponsor per event.
Coming Soon
Sponsor Prospecting Briefs
AI-generated pitch documents with historical data
Post-Event ROI Reports
Automated sponsor reports with deliverable fulfillment and metrics
Email Campaigns
Send reports and briefs directly to sponsors via email
Member Notifications
Push notifications for events, connections, and updates
Real-Time GlueUp Sync
Webhook-based automatic attendee import
Multi-Organization Support
Manage multiple event brands from one dashboard