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Getting Started
Getting Started
  • Guides to get you set up on oboloo
    • Artificial Intelligence (AI) in oboloo
    • Viewing My Records
    • Adding A New User
    • Importing Suppliers into oboloo
    • Importing Contracts into oboloo
    • Adding A New Supplier
    • Creating A New Sourcing Activity (End-To-End Guide)
    • Adding a New Savings Initiative
    • Adding A New Contract
    • Viewing Your Access Rights
    • User Roles & Access Rights (RBAC)
    • Adding and Editing Dropdown values
    • Creating and Managing Custom Fields
    • Creating and Managing Custom Tabs
Importing Data
Importing Data
  • Importing Suppliers into oboloo
  • Importing Contracts into oboloo
Knowledge Base
Knowledge Base
  • Supplier Management - General
    • Using Supplier AI Summaries
    • Adding A New Supplier
    • Archiving and Unarchiving Suppliers
    • Approving and Rejecting Suppliers
    • Supplier Change Log
    • Navigating the Supplier Management Home Page
    • Importing Suppliers into oboloo
    • Exporting Suppliers
    • Supplier Owners
    • Automated Supplier Notifications
    • Custom Supplier Notifications
  • Supplier Management - Documents
    • Adding and Requesting Supplier Documents
    • Approving Supplier Documents
    • Archiving and Unarchiving Supplier Documents
  • Supplier Management - Scorecards
    • Creating Supplier Scorecards
    • Cloning Scorecards
    • Editing Scorecards
    • Evaluating Suppliers with Supplier Self-Assessment Scorecards
    • Evaluating Suppliers With Internal Supplier Scorecards
    • Viewing Historic Scorecards & Trends
    • Archiving and Unarchiving Scorecards
    • Supplier Scorecard Calculations
  • Supplier Management - Onboarding
    • Supplier Onboarding Overview
    • Supplier Onboarding Packages
  • Supplier Management - Compliance
    • Primary Supplier Contacts
    • Using the Supplier Compliance Report
  • Sourcing (RFX) - General
    • Exporting Sourcing Activities
    • Using Sourcing AI Summaries
    • Introduction to the oboloo Sourcing Module
    • Navigating the Sourcing Management Home Page
    • Automated Sourcing Notifications
    • Custom Sourcing Notifications
  • Sourcing (RFX) - Creating a Sourcing Activity
    • Creating A New Sourcing Activity (End-To-End Guide)
    • Customizing Your Sourcing Activity
    • Setting Opening and Closing Dates in Your Sourcing Activity
    • Adding Internal Sections to Your Sourcing Activity
    • Adding Supplier Sections to Your Sourcing Activity
    • Adding Supplier Questionnaires to Your Sourcing Activity
    • Adding Pricing Requests to Your Sourcing Activity
    • Adding Supporting Documents to Your Sourcing Activity
    • Applying Weighted Scoring in a Sourcing Activity
    • Inviting Suppliers To Your Sourcing Activity
  • Sourcing (RFX) - Sourcing Library
    • Sourcing Library Overview - Internal And Supplier Sections
    • Adding Supplier Sections to Your Sourcing Activity
    • Adding Internal Sections to Your Sourcing Activity
  • Sourcing (RFX) - Questionnaires
    • Overview of Supplier Questionnaires
    • How to create, edit, clone and archive/unarchive a Supplier Questionnaire
    • Adding Supplier Questionnaires to Your Sourcing Activity
  • Sourcing (RFX) - Supplier Scoring & Evaluation
    • Viewing and Managing Historic Supplier Submissions
    • Viewing Supplier Responses to a Sourcing Activity
    • Assigning Scorers for Supplier Responses
    • Scoring Supplier Responses Against a Sourcing Activity
    • Supplier Scoring Analysis and Insights
    • Financial Analysis of Supplier Pricing in oboloo
  • Sourcing (RFX) - Managing Sourcing Activities
    • Reopening a Sourcing Activity
    • Awarding a Supplier Against a Sourcing Activity
    • Cancelling a Sourcing Activity
    • Supplier Messaging (eSourcing Chat Function)
    • Sourcing Owners
    • Viewing and Managing Historic Supplier Submissions
  • Savings Management - General
    • Using Savings AI Summaries
    • Savings Milestone Reporting
    • How Does Savings Management Work? - Quick Overview
    • Navigating the Savings Management Home Page
    • Adding a New Savings Initiative
    • Approving Savings
    • Archiving and Unarchiving Savings
    • Savings Owners
    • Custom Savings Notifications
    • Automated Savings Notifications
    • Savings Change Log
    • Exporting Savings
    • Approving Savings Milestones
  • Savings Management - Milestones
    • Milestones Overview
    • Editing and Completing Milestones for a Savings Record
    • Editing Exchange Rates per Milestone
  • Savings Management - Calculations
    • How Are Savings Calculated Within oboloo?
  • Savings Management - Currencies & Exchange Rates
    • Understanding Currency Conversion in oboloo Savings Management
    • Editing Exchange Rates per Milestone
  • Contract Management - General
    • Using the Contract Compliance Report
    • Using Contract AI Summaries
    • Adding A New Contract
    • Importing Contracts into oboloo
    • Exporting Contracts
    • Giving Notice on a Contract
    • Navigating the Contract Management Home Page
    • Requesting Approval and Approving/Rejecting Contracts
    • Archiving and Unarchiving Contracts
    • Contract Owners
    • Custom Contract Notifications
    • Automated Contract Notifications
    • Contract Change Log
  • Contract Management - Documents
    • Adding And Requesting Contract Documents
    • Approving Contract Documents
    • Archiving and Unarchiving Contract Documents
  • Admin and Security
    • Record Access – Restricting Individual Records
    • Viewing a User's Assigned Records
    • Viewing My Records
    • Forgotten Your Password?
    • Updating Your Password
    • Two-Factor Authentication (2FA)
    • Microsoft Single Sign-On (SSO)
    • Changing System Language
    • Adding or Updating Your Profile Picture
    • User Roles & Access Rights (RBAC)
    • Viewing Your Access Rights
    • Assigning and Revoking Licenses (Paid Plans Only)
    • Activating and Deactivating Users (Free Plan Only)
    • Understanding the Primary User
    • Managing Active Sessions & New Device Sign-In Notifications
  • System Interface & Alerts
    • Latest Activity – Logging Notes, Calls, Meetings and Tasks
    • Adding and Editing Dropdown values
    • Creating and Managing Custom Fields
    • Creating and Managing Custom Tabs
    • Customising Table Views (Adding and removing table columns)
    • Exporting, Sorting and Filtering Tables
    • Automated Notifications
    • Custom Notifications
  • System Settings
    • Uploading or Migrating Your Data into oboloo
    • Adding A New User
    • Add A New Location
    • Editing a Location
    • Adding a New Department
    • Editing a Department
    • Adding a New Currency
    • Updating Currency Exchange Rates
    • Base Currency Overview
    • Updating the Base Currency
    • Updating Your Company Date Format
    • Add or Update Your Company Logo
    • Time Zone Overview And Updating Your Time Zone
  • Plans and Billing
    • Upgrading Your oboloo Subscription
    • Changing Modules On Your Subscription (Plus Plans Only)
    • Increasing or Decreasing License Quantities
    • Free Forever Plan
    • Plus Plans
    • Switching Plan Billing Frequency (Monthly and Annual Billing)
    • Updating Your Payment Method on oboloo
    • Viewing Your oboloo Invoices
    • Cancelling Your oboloo Subscription
Integrations
Integrations
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  • API
    • API Developer Documentation
    • Creating and Testing API Keys
Roadmap
Roadmap
  • Roadmap
Supplier Portal Knowledge Hub
Supplier Portal Knowledge Hub
  • Responding To A Document Request
    • Uploading A Requested Supplier Document
    • Uploading A Requested Contract Document
  • Responding To A Questionnaire Request
    • Responding to a Questionnaire Request
  • Responding To A Sourcing Activity
    • Responding to a Sourcing Activity
    • Responding to a Reopened Sourcing Activity
    • Multiple Team Members Responding To A Sourcing Activity
    • Messaging Buyers in eSourcing – Private & Broadcast Messages
    • Sourcing Change Log
  • Changing System Language
AI & MCP Server
  • Connecting ChatGPT (AI)
  • Connecting Microsoft Co-Pilot(AI)
  • Connecting Claude (AI)
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  1. Home
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Connecting Claude (AI)

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Updated on 14 September, 2026
Connecting Microsoft Co-Pilot(AI)
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