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Coupa Success Portal

1.1 Create a User

Using API

  1. Create a User in the HR system.
  2. The ERP Connector platform should trigger an API call to Coupa using POST API to create a User with your ERP Connector platform.
  3. Ensure that you get a 201 API response and it is logged in your ERP Connector platform logging engine. If you get a different API response (for example, 400) error, the API error (returned on API response <errors><error> tag(s)) must be logged in the ERP Connector platform logging engine and a notification must be sent to the relevant person.
  4. Validate that the new User is created and all User details are added correctly in Coupa.

Sample API

In this example, a User is created in Coupa with Purchasing and Expense license, the default currency is set toEUR (currency must already exist in Coupa), and the new User is automatically assigned the User role.

POST

https://<instance_url>/api/users

Payload

<?xml version="1.0" encoding="UTF-8"?>
<user>
  <login>USER_TEST</login>
  <active>true</active>
  <email>user_test@coupa.com</email>
  <purchasing-user type="boolean">true</purchasing-user>
  <expense-user type="boolean">true</expense-user>
  <sourcing-user type="boolean">false</sourcing-user>
  <inventory-user type="boolean">false</inventory-user>
  <firstname>USER</firstname>
  <lastname>TEST</lastname>
  <fullname>USER TEST</fullname>
  <default-currency>
    <code>EUR</code>
  </default-currency>
</user>

Using CSV

  1. Create a User in the HR system.
  2. The ERP Connector platform generates a CSV flat file from your ERP Connector platform for a new User. (The file must have at least the mandatory fields populated.)
  3. The ERP Connector platform places the CSV file to the /Incoming/Users folder on the Coupa sFTP site.
  4. Once the scheduled job picks up and processes the file, validate that the new User is created and all User details are added correctly in Coupa.

Sample CSV

Place the CSV file to the/Incoming/Users folder, where the file is picked up and processed in 5 minutes, and validate that the new User is created.

For a sample file, see create_user.csv.

The CSV flat file upload is monitored in Coupa at https://<instance>/data_sources. Coupa sends a notification to Coupa Admin on an upload failure, and Coupa Admin needs to investigate further.

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