Loopio

Make your RFP and questionnaire history searchable in Glean

Indexes Loopio projects, including Request for Proposal (RFP) responses and security questionnaires, with permissions based on Loopio's participant lists and team membership.

Projects and entriesPermission-awareRead-only access

See what gets indexedFAQ

At a glance

Authentication

OAuth 2.0 client credentials

What it indexes

Projects and project entries

Permissions

Loopio participant lists and Glean group membership

Hosting

United States only

The Loopio connector makes your Loopio projects, including Request for Proposal (RFP) responses and security questionnaires, searchable in Glean, with permissions that match Loopio. Use the guides below to learn what gets indexed, prepare the prerequisites, and complete setup.

General information

Overview

What the Loopio connector indexes, the objects and API scopes it uses, how it resolves merge variables, and when changes appear.

Requirements

Technical, credential, and permission prerequisites to complete before setup.

Setup

Create a read-only Loopio OAuth app and connect it to Glean.

Support

FAQ

Why library answers aren't searchable, why a user may see less in Glean than in Loopio, and other common questions.