Service Editor — Innovate Healthcare

Company Statuses ▼ expand

Audience Drop-Down Options ▼ expand

Tradeshow Tasks ▼ expand

Brand Colors ▼ expand

Whitepaper Defaults ▼ expand

Benefits of Partnership ▼ expand

Pricing Validity ▼ expand

Invoicing ▼ expand

Project Owners ▼ expand

Proposal Statuses ▼ expand

Project Status Options ▼ expand

User Groups ▼ expand

User	Sales	Finance	Operations	Editorial	Admin
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Data & Backup Management ▼ expand

💾 All data backup and restore tools in one place. The daily scheduled backup runs automatically at 2 AM UTC — tools below let you run backups on demand, download local snapshots, and restore from any point in time. 📋 Operations Manual

⬆ Sync to Cloud

Pushes locally cached catalog data (Rate Card, SOW bullets, Project Details, settings) to Supabase so all users see the latest version. Runs automatically when you navigate away from Admin — use this button to force a sync if you suspect changes may not have saved.

Local Backup

⬇ Export Backup

Downloads a complete JSON snapshot of all proposals, contacts, companies, users, settings, and catalog data to your computer. Use this to create a manual point-in-time backup or to migrate data to another environment.

↑ Restore from File

Restores data from a previously exported .json backup file stored on your computer. Proposals, contacts, and companies are merged (existing data is kept). Catalog and SOW tables are fully replaced. Always run a backup before restoring.

Cloud Backup (AWS S3) — auto-runs daily at 2 AM UTC

▶ Run Full Backup Now

Runs the same job as the daily 2 AM scheduled backup — exports all 10 database tables to a timestamped JSON file in S3, and backs up all archived Sent & Accepted proposal PDFs. A confirmation email is sent when complete.

📄 Export Data → S3

Exports a JSON snapshot of all proposals, contacts, catalog, and settings and uploads it directly to S3 — without PDFs. Useful for an immediate cloud data backup when you don't need to re-archive PDFs.

📑 Backup PDFs → S3

Backs up all archived Sent and Accepted proposal PDFs to S3, stored at proposals/{id}/sent.pdf and proposals/{id}/accepted.pdf. Proposals with no archived PDFs are skipped automatically.

☁ Restore from S3

Browse all cloud backups stored in S3, sorted newest first, and restore from any of them. The backup downloads directly from S3 so there's no file size limit. Use this to recover data when you don't have a local backup file on hand.

API Keys ▼ expand

Email Templates ▼ expand

Subscription Update ▼ expand

Data Cleanup ▼ expand

Company Duplicate Detector

Finds companies with similar names, matching websites, or matching phone numbers. Select which record to keep and merge the rest.

Auto-classify Company Statuses

Sets company status from proposal history — Accepted → Active, Sent → Proposal. Only upgrades; never downgrades a status already set higher.

Fix Broken Parent Links

Clears any company that points to itself as its own parent, or whose parent company no longer exists. Run this after a merge goes wrong.

Scan for Ghost Proposal Items

Finds proposals with hidden service entries (orphaned multi-instance keys) that inflate the subtotal without appearing in the line items. Scan first, then fix.

Company Status Import

Paste a list of company names (one per line, or a CSV with a name column). Select the status to apply to all of them.

Assign status:

Company Parent Relationships

View all companies with their parent company. Assign a parent to any company that doesn't have one.

Find Missing Websites

Look up domain names for companies that don't have a website set. Review suggestions and save confirmed domains.

Link Contacts → Companies (set FK)

Finds contacts with a company name but no company_id FK and links them by matching name. Run once to clean up text-only links so all lookups use the proper database relationship.

Find Duplicate Contacts

Groups contacts by matching email or matching first + last name. Select which record to keep — the others are merged into it and deleted.

Find Duplicate Companies

Groups companies by matching name. Select which record to keep — the others are fully merged into it (contacts, proposals, invoices, tags) and deleted.

Enrich Companies via Apollo

Overwrites website, phone, address, city, state, zip, and industry for all companies using Apollo Organization Enrich. Uses domain if set, otherwise company name.

Enrich Contacts via Apollo

Overwrites title, phone, and LinkedIn for all contacts using Apollo People Match. Matches by email when available, otherwise by name and company.

Export Companies to Excel

Downloads all companies as an .xlsx file including name, website, phone, address, city, state, zip, industry, status, and tags.

Export Contacts to Excel

Downloads all contacts as an .xlsx file including name, title, email, phone, LinkedIn, company, and tags.

Import Companies from Excel

Upload an .xlsx or .csv file. First row must be headers. Recognised columns: Name, Website, Phone, Address, City, State, Zip, Industry, Status, Sales Person, Tags (comma-separated). Matches existing companies by name (upsert) — new names are created.

⬆ Choose File

Import Contacts from Excel

Upload an .xlsx or .csv file. First row must be headers. Recognised columns: First Name, Last Name, Title, Email, Phone, LinkedIn, Company, Agency, Tags (comma-separated). Matches existing contacts by email (upsert) — no-email contacts matched by first + last + company.

⬆ Choose File

Page Access ▼ expand

Billing ▼ expand

Users ▼ expand

⬆ Import Bullets

☁ Restore from S3 Backup