Data Update Tool

Upload fresh QuickBooks exports to update the live data used by the requisition form and procurement desk.

Admin key

This is separate from the ClickUp token — it only allows updating this data, nothing else. Used for every section below.
Product Catalogue

Current live catalogue

Checking…

Select the exported file

Expected columns: Active Status, Type, Item, Purchase Description, U/M, Cost, Purchase Category (order doesn't matter — matched by header name).

Publish

Open Purchase Orders

Current live data

Checking…

Select the exported file

QuickBooks "Open Purchase Orders by Item" report, grouped by item.

Publish

Open Sales Orders

Current live data

Checking…

Select the exported file

QuickBooks "Open Sales Orders by Item" report, grouped by item.

Publish

Price History

Current live data

Checking…

Select both exported files

Both files are combined into one price history. Re-select both each time you refresh this data.

Publish