Partnerships CRM

Partnerships CRM

The Partnerships CRM is the admin system used to track partner relationships across the year. It covers partner records, event-specific outreach tracking, reporting, email operations, communication history, and Google Sheets sync.

Where It Lives

  • Admin route: /admin/partnerships
  • Sidebar label: Partnerships
  • Frontend repo: bt-web-v2
  • Backend service: serverless-biztechapp-1/services/partnerships

Environment Setup

Partnerships env is backend-only and defined in services/partnerships/serverless.yml.

Google Sheets variables:

  • PARTNERSHIPS_GSHEETS_ENABLED
  • PARTNERSHIPS_GSHEETS_AUTO_SYNC
  • PARTNERSHIPS_GSHEETS_SPREADSHEET_ID
  • PARTNERSHIPS_GSHEETS_SHEET_NAME
  • credentials (choose one format):
    • PARTNERSHIPS_GSHEETS_SERVICE_ACCOUNT_JSON (recommended)
    • or PARTNERSHIPS_GSHEETS_SERVICE_ACCOUNT_EMAIL + PARTNERSHIPS_GSHEETS_PRIVATE_KEY

Email sync variables:

  • PARTNERSHIPS_EMAIL_SYNC_ENABLED
  • PARTNERSHIPS_EMAIL_SYNC_INGEST_URL (optional override)
  • PARTNERSHIPS_EMAIL_SYNC_ALLOWED_DOMAINS

Important

Set these in the runtime where the partnerships backend is deployed. Frontend env files do not configure backend integrations.

What Is In Scope

  • Partner directory (search, filters, archive, tags, alumni flag)
  • Partnerships-specific events (separate from public registration events)
  • Partner-event links with status, role, tier, amount, and follow-up date
  • Overview reporting (goal pace, pipeline, event scoreboard, action queue)
  • Document links and communication timeline per partner
  • Template + mail merge sending from signed-in exec account
  • Gmail ingest for sends/replies into communication logs
  • Google Sheets push/pull/merge sync for spreadsheet workflows

Not in scope yet

  • Binary file storage for documents (documents are link records)
  • Auto-generated MOU/invoice document creation

Read This Section In Order

  1. Architecture & File Map
  2. Data Model
  3. UI guides (Overview, Partners, Events, Email Ops)
  4. Gmail Sync Setup
  5. Google Sheets Sync + Sheet Mapping
  6. Backend API + Troubleshooting

Architecture & File Map

Frontend/backend boundaries, request flow, and file ownership.

Data Model

Dynamo tables, key record shapes, indexes, and relationship rules.

Admin Workflows

Operator playbook for day-to-day CRM usage.

Overview Tab

How to read goals, pipeline, event scoreboard, and action items.

Partners Tab

Directory filters, partner detail panels, and communication logging.

Events Tab

Create CRM events, define tier presets, and manage event involvements.

Email Ops

Template management, mail merge flow, and merge field behavior.

Gmail Sync Setup

Exact Apps Script setup steps for syncing inbox activity.

Google Sheets Sync

Credential setup, status meanings, and push/pull/merge operations.

Google Sheets Mapping

Column-level mapping and merge rules between sheet rows and CRM records.

Backend API

Endpoint contract, route auth, and validation constraints.

Troubleshooting

Common failures and the exact checks to resolve them quickly.

Previous
Troubleshooting
Next
Architecture & File Map