Importing Trademarks

GleanMark offers multiple ways to bring your trademarks into the platform — from automatic discovery based on your USPTO correspondent email to manual serial number entry.

Import Methods

Auto-Discovery Wizard

The Import Trademarks page (/import-trademarks) searches the USPTO database using your correspondent email to find marks you're associated with.

Four-step process:

1. Select Scope — GleanMark searches by your email with exact and broad matching
2. Choose Clients — select which owner groups to import (each owner can become a client)
3. Configure — pick one of two monitoring modes: Track these owners (get alerts for all their current and future marks — the recommended option) or Just add these trademarks (a one-time snapshot, no ongoing owner tracking)
4. Done — marks are imported and monitoring begins

Bulk Serial Import

Paste or upload a list of serial numbers. Available from:

• The Import Trademarks page (via the Bulk Import button)
• Any portfolio detail page (via the Add Trademarks modal)

GleanMark validates each serial against the USPTO database and flags any that don't match.

Individual Add

From any portfolio detail page, click "Add Trademarks" and enter a single serial number. Best for adding marks one at a time as you discover them.

Tips

• Start with auto-discovery — it finds marks you may have forgotten about
• Use bulk import for client onboarding — paste all serial numbers from a client intake spreadsheet
• Check validation results — if a serial doesn't validate, it may be a typo or a mark that hasn't been published yet

Related Features

• Setting Up Your First Portfolio — Create a portfolio before importing
• Portfolio Management — Organize imported marks
• Client Management — Link imports to specific clients