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 | |
| 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 |