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Master Data File Formats

Customers, before attempting to integrate the file formats described in this document, please review the following notes first:

If you are in the middle of an implementation

Please contact your Coupa Solutions Architect for assistance with file imports.

If you have legacy, custom integration formats that differ significantly from what is described below

Please contact your Coupa CVM about switching to the formats described in this document.

Everyone else

Please contact Coupa support for assistance with adding any of the fields below to an existing integration file.

Master Data

Description: Data representing an individual segment
Supported loads: Delta File, Full File
Supported Delimiters: Pipe(|), Comma(,)
Supported file extensions: .csv, .txt

Fields Data Type & Length Mandatory Allowed Values Example
Name string(255) Yes Any Service QA
Code string(255) No Any 64121
Description string(500) No Any IT Services Cost Center
Status Int(1) Yes 1 for Active, 0 for inactive 1

Master Data Relationships

Description: Defines the relationship between 2 segments, so that valid child segment options are filtered based on parent segment choice
Supported loads: Delta File (recommended), Full File
Supported Delimiters: Pipe(|), Comma(,)
Supported file extensions: .csv, .txt

Fields Data Type & Length Mandatory Allowed Values Example
Status Int(1) Yes 1 for Active, 0 for inactive 1
Parent Segment Name string(255) Yes Any CUSTOMER’s Master Data1 unique name (must match to Unique name value of record on Master Data1 integration)
Parent Segment Code string(255) No Any CUSTOMER's Master Data1 code.
Child Segment Name string(255) Yes Any CUSTOMER’s Master Data2 name (must match to Unique name value of record on Master Data2 integration).
Child Segment Code  string(255) No Any CUSTOMER's Master Data2 code.

Accounts

Description: CCW stand-alone customers only (Non BSM) can use this integration to load accounts into CCW. 
Supported loads: Delta File (recommended), Full File
Supported Delimiters: Pipe(|), Comma(,)
Supported file extensions: .csv, .txt

Fields Data Type & Length Mandatory Allowed Values Example
Status Int(1) Yes 1 for Active, 0 for inactive 1
Account string(100) Yes Any 0100-2522-1545
Name string(200) No Any Top of the house booking account

Work Location

Description: Load work location data associated with a CW, so that CW onboarding can be assigned to a Work location
Supported loads: Delta File (recommended), Full File
Supported Delimiters: Pipe(|), Comma(,)
Supported file extensions: .csv, .txt

Fields Data Type & Length Mandatory Allowed Values Example
Status int Yes 1 for Active, 0 for inactive 0
Code string(100) Yes Any CCW01234
Name string(200) No Any Arcade Research
Address Line1 string(400) Yes Any 8978 - westlake
Address Line2 string(400) No Any Suire # 201
City string(100) Yes Any Cleveland
State string(100) Yes Any Ohio
Postal Code string(20) No Any 44234
Country string(3) Yes Any, ISO Alpha3 USA

User

Description: CCW stand-alone customers only (Non BSM) can use this integration to load users into CCW. 
Supported loads: Delta File (recommended), Full File
Supported Delimiters: Pipe(|), Comma(,)
Supported file extensions: .csv, .txt

Fields Data Type & Length Mandatory Allowed Values Example
Status int(1) Yes 1 for Active, 0 for inactive 0
User ID string(100) Yes Any STPHCAR
Last Name string(100) Yes Any Doe
First Name string(100) Yes Any John
Middle Name string(100) No Any  
Email string(400) Yes Any jdoe@coupadocument.com
CCW User Role string(512) Yes Any Engaging Manager
Supervisor ID string(100) No Any HUMJINK
Job Title string(400) No Any Production Manager
Spend Limit Number(45,8) No Any 0.00
SSO Attribute String(100) No Any STPHCAR
Work Location Code String(100) No Any NJB1F002C23
Master Data Segment 1 Name String(255) No Any Company ID (CCW Mapping = Organization)
Master Data Segment 2 Name String(255) No Any Cost Center ID (CCW Mapping = Cost Center)
Master Data Segment 3 Name String(255) No Any GL ID (CCW Mapping = GL Account)
Master Data Segment 4 Name String(255) No Any Service Method ID (CCW Mapping = Program)
Master Data Segment 5 Name String(255) No Any Supervisory Org ID (CCW Mapping = Project)
Master Data Segment 6 Name String(255) No Any Site Location
Master Data Segment 7 Name String(255) No Any Profit Center
Master Data Segment 8 Code String(255) No Any ServiceMethod
Master Data Segment 9 Code String(255) No Any Labor Class
Master Data Segment 10 Code String(255) No Any Matrix
Master Data Segment 11 Code String(255) No Any Department

 

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