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:
Select Scope — GleanMark searches by your email with exact and broad matching
Choose Clients — select which owner groups to import (each owner can become a client)
Configure — choose whether to track owners, add marks to portfolios, or both
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 Trademark 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 Trademark” 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