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Coupa Success Portal

Accounts API Example Calls

Query Options

Here are some examples on how to use the account API to query for a set of accounts.

This will return all inactive accounts:
https://<instance name>.coupahost.com/api/accounts?active=false

This will return all account codes with a value of 'SF' in segment-1:
https://<instance name>.coupahost.com/api/accounts?segment-1=SF

GET Single Account

In this example we queried for a single account with an id of 13.

We did a GET to the URL: https://<instance>.coupahost.com/api/accounts/13

<?xml version="1.0" encoding="UTF-8"?>
<account>
   <active type="boolean">false</active>
   <code>SF-Marketing-Indirect</code>
   <id type="integer">13</id>
   <name />
   <segment-1>SF</segment-1>
   <segment-10 nil="true" />
   <segment-11 nil="true" />
   <segment-12 nil="true" />
   <segment-13 nil="true" />
   <segment-14 nil="true" />
   <segment-15 nil="true" />
   <segment-16 nil="true" />
   <segment-17 nil="true" />
   <segment-18 nil="true" />
   <segment-19 nil="true" />
   <segment-2>Marketing</segment-2>
   <segment-20 nil="true" />
   <segment-3>Indirect</segment-3>
   <segment-4 nil="true" />
   <segment-5 nil="true" />
   <segment-6 nil="true" />
   <segment-7 nil="true" />
   <segment-8 nil="true" />
   <segment-9 nil="true" />
   <account-type>
      <id type="integer">1</id>
      <name>Ace Corporate</name>
   </account-type>
</account>

Account Create With An Account Name

In this example we are creating an account with the account name specified.
We posted it to the URL: https://.coupahost.com/api/accounts 

<?xml version="1.0" encoding="UTF-8"?>
<account>
   <active type="boolean">true</active>
   <name>demo account name</name>
   <segment-1>SF</segment-1>
   <segment-2>Marketing</segment-2>
   <segment-3>Expense</segment-3>
   <account-type>
      <name>Ace Corporate</name>
   </account-type>
</account>

Below is the response from the above POST

<?xml version="1.0" encoding="UTF-8"?>
<account>
   <active type="boolean">true</active>
   <code>SF-Marketing-Expense</code>
   <id type="integer">206</id>
   <name>demo account name</name>
   <segment-1>SF</segment-1>
   <segment-10 nil="true" />
   <segment-11 nil="true" />
   <segment-12 nil="true" />
   <segment-13 nil="true" />
   <segment-14 nil="true" />
   <segment-15 nil="true" />
   <segment-16 nil="true" />
   <segment-17 nil="true" />
   <segment-18 nil="true" />
   <segment-19 nil="true" />
   <segment-2>Marketing</segment-2>
   <segment-20 nil="true" />
   <segment-3>Expense</segment-3>
   <segment-4 nil="true" />
   <segment-5 nil="true" />
   <segment-6 nil="true" />
   <segment-7 nil="true" />
   <segment-8 nil="true" />
   <segment-9 nil="true" />
   <account-type>
      <id type="integer">1</id>
      <name>Ace Corporate</name>
   </account-type>
</account>

Create Account with 3 Segments

In this example we are creating an account with 3 segments.
We posted it to the URL: https://<instance>.coupahost.com/api/accounts

<?xml version="1.0" encoding="UTF-8"?>
<account>
   <active type="boolean">true</active>
   <segment-1>SF</segment-1>
   <segment-2>Marketing</segment-2>
   <segment-3>Direct</segment-3>
   <account-type>
      <name>Ace Corporate</name>
   </account-type>
</account>

 Below is the response that I received back when I posted the above:

<?xml version="1.0" encoding="UTF-8"?>
<account>
   <active type="boolean">true</active>
   <code>SF-Marketing-Direct</code>
   <id type="integer">205</id>
   <name nil="true" />
   <segment-1>SF</segment-1>
   <segment-10 nil="true" />
   <segment-11 nil="true" />
   <segment-12 nil="true" />
   <segment-13 nil="true" />
   <segment-14 nil="true" />
   <segment-15 nil="true" />
   <segment-16 nil="true" />
   <segment-17 nil="true" />
   <segment-18 nil="true" />
   <segment-19 nil="true" />
   <segment-2>Marketing</segment-2>
   <segment-20 nil="true" />
   <segment-3>Direct</segment-3>
   <segment-4 nil="true" />
   <segment-5 nil="true" />
   <segment-6 nil="true" />
   <segment-7 nil="true" />
   <segment-8 nil="true" />
   <segment-9 nil="true" />
   <account-type>
      <id type="integer">1</id>
      <name>Ace Corporate</name>
   </account-type>
</account>

Update Account Change Segment 2

In this example we are updating an account by changing segment 2 of the account to '9999'
We posted it to the URL: https://<instance>.coupahost.com/api/accounts/<account  id>.

<?xml version="1.0" encoding="UTF-8"?>
<account>
   <segment-2>9999</segment-2>
</account>

Update Account Set Active

In this example we are updating an account and setting it to active.
We posted it to the URL: https://<instance>.coupahost.com/api/accounts/<account  id>

<?xml version="1.0" encoding="UTF-8"?>
<account>
   <active>true</active>
</account>

 

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