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Coupa Success Portal

Invoices Export

Overview

The Invoice Export process from Coupa queries for all Invoices that are approved and have NOT been exported. The frequency of the integration run is once every hour. The generated files will be placed into ./Outgoing/Invoices on the Standard SFTP setup. Once the files are successfully placed into the sFTP folder the invoices will be marked/flagged as exported.

Voids

Voided Invoices can also be exported and will be placed into ./Outgoing/Invoices/. Currently this is the only change to an Invoice that is captured in the integration.

Row Types

The invoice export file can contains the following types of rows, each with it's own column format:

  • Invoice Header
  • Invoice Line
  • Invoice Line Allocation
  • Invoice Charge
  • Invoice Charge Allocation
  • Tax Line
  • Withholding Tax Line
  • Matching Allocation
  • Failed Tolerance

Invoice Header Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, or Line Split or Tax Line. - No/No Header
2 id The unique identifier Coupa assigned to the invoice. integer(11) No/Yes Any
3 created-at When the invoice was created in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. datetime No/No Any
4 updated-at When the invoice was last updated in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. datetime No/No Any
5 status The current status of the invoice. Possible values are: new, ap_hold, draft, on_hold, pending_receipt, disputed, pending_approval, approved, voided, booking_hold, save_as_draft string(50) No/No Any
6 internal-note Text field for comments made by employees. Not visible to the supplier. text No/No Any
7 invoice-date The date of the invoice in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. datetime Yes/No Any
8 invoice-number The user-created invoice number. string(40) Yes/No Any
9 line-level-taxation Flag indicating if the invoice has taxes at the line level. True or False. If True, adds fourth header: Tax Line. boolean Yes/No True/False
10 supplier-note Text field for comments from the supplier. Visible to both Coupa users and the supplier. text No/No Any
11 header-tax-amount The amount of tax calculated on the invoice summary. decimal No/No Any
12 header-tax-rate The tax rate indicated on the invoice summary. string(255) No/No Must exist in Coupa
13 header-tax-code The tax rate code for the invoice summary tax rate. Must match an existing tax rate code within Coupa. string(255) No/No Must exist in Coupa
14 paid Flag indicating if the invoice was paid or not. Manually set. True or False. Default is False. boolean No/No True/False
15 payment-date The date of the invoice was marked as paid in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No Any
16 payment-notes Text field for comments on the payment. Visible only to Coupa users. text No/No Any
17 exported Flag indicating if the invoice was exported to the ERP. True or False. boolean No/No True/False
18 account-type-id The unique identifier Coupa assigned to the Chart of Accounts. integer No/No Any
19 account-type-name The name of the Chart of Accounts within Coupa. string(50) No/No Any
20 payment-term The payment term code on the invoice. string(255) No/No Must exist in Coupa
21 handling-amount Summary handling amount added to the invoice by the supplier. decimal(32,4) No/No Any
22 misc-amount Summary charge added to the invoice by the supplier. decimal(32,4) No/No Any
23 shipping-amount Summary shipping charge added to the invoice by the supplier. decimal(32,4) No/No Any
24 total The total amount of the invoice, including all summary amounts. decimal(46,20) No/No Any
25 currency The currency code of the transaction. string(6) No/No Any
26 accounting-total-amount The total amount of the invoice using the Chart of Accounts currency. Doesn't include line and summary amounts. decimal(30,4) No/No Any
27 accounting-total-currency The currency code of the Chart of Accounts. string(6) No/No Any
28 supplier-id The unique identifier Coupa assigned to the supplier. integer(11) Yes/No Any
29 supplier-name The name of the supplier. string(100) No/No Any
30 supplier-number The number of the supplier. string(255) No/No Any
31 created-by-email The email address of the user who created the invoice. string(255) No/No Any
32 created-by-employee-number The employee number of the user who created the invoice. string(255) No/No Any
33 created-by-login The login name of the user who created the invoice. string(255) No/No Any
34 updated-by-email The email address of the user who last updated the invoice. string(255) No/No Any
35 updated-by-employee-number The employee number of the user who last updated the invoice. string(255) No/No Any
36 updated-by-login The login name of the user who last updated the invoice. string(255) No/No Any
37 attachment-texts The URLs of the attached files. The files can be set to the supplier, but cannot be downloaded as part of the CSV export. string(255) No/No Any
38 comments Not currently used. string(255) No/No Any
39 remit-to-address-code Remit to Address Code string(255) No/No Any
40 remit-to-address-attention Remit to Address Attention string(255) No/No Any
41 remit-to-address-street1 Remit to Address Line 1 string(100) No/No Any
42 remit-to-address-street2 Remit to Address Line 2 string(100) No/No Any
43 remit-to-address-city Remit to Address City string(50) No/No Any
44 remit-to-address-state Remit to Address State string(50) No/No Any
45 remit-to-address-postal-code Remit to Address Postal Code string(50) No/No Any
46 remit-to-address-country-code Remit to Address Country Code string(4) No/No Any
47 remit-to-address-country-name Remit To Address Country Name string(100) No/No Any
48 remit-to-address-name Remit To Address Name string(255) No/No Any
49 remit-to-address-vat-number The VAT number associated with the remit-to address (for tax and compliance purposes). string(255) No/No Any
50 remit-to-address-vat-country-code The country code for the remit-to address (for tax and compliance purposes). string(4) No/No Any
51 remit-to-address-vat-country-name The country name for the remit-to address (for tax and compliance purposes). string(100) No/No Any
52 supplier-vat-number The VAT number of the supplier. string(255) No/No Any
53 supplier-vat-country-code The VAT country code of the supplier. string(4) No/No Any
54 document-type The type of document. Possible values are Invoice or Credit Note, or nil. string(255) No/No Invoice, Credit Note
55 original-invoice-number The credit note must refer to the original invoice. Required if document-type is set to Credit Note. string(40) Yes/No Any
56 original-invoice-date The date that the original invoice was issued. datetime Yes/No YYYY-MM-DDTHH:MM:SS+HH:MM
57 bill-to-address-legal-entity-name The legal name of the bill-to address company. This is often different the then company name string(255) No/No Any
58 bill-to-address-attention The contact person at the bill-to address. string(255) No/No Any
59 bill-to-address-street1 The first bill-to address line. string(100) No/No Any
60 bill-to-address-street2 The second bill-to address line. string(100) No/No Any
61 bill-to-address-city The bill-to address city. string(50) No/No Any
62 bill-to-address-state The bill-to address state. string(50) No/No Any
63 bill-to-address-postal-code The bill-to address zip or postal code. string(50) No/No Any
64 bill-to-address-country-code The bill-to address country code. string(4) No/No Any
65 bill-to-address-country-name The bill-to address country name. string(100) No/No Any
66 bill-to-address-name The user-friendly name given to the bill-to address to make it more easily identifiable. string(255) No/No Any
67 ship-to-address-attention The contact person at the bill-to address. string(255) No/No Any
68 ship-to-address-street1 The first ship-to address line. string(100) No/No Any
69 ship-to-address-street2 The second ship-to address line. string(100) No/No Any
70 ship-to-address-city The ship-to address city. string(50) No/No Any
71 ship-to-address-state The ship-to address state or province. string(50) No/No Any
72 ship-to-address-postal-code The ship-to address zip or postal code. string(50) No/No Any
73 ship-to-address-country-code The ship-to address country code. string(4) No/No Any
74 ship-to-address-country-name The ship-to address country name. string(100) No/No Any
75 ship-to-address-name The user-friendly name given to the ship-to address to make it more easily identifiable. string(255) No/No Any
76 supplier-remit-to-code The name/code given to the supplier remit-to address by the supplier string(255) No/No Any
77 supplier-remit-to-supplier-name The user-friendly name given to the remit-to address by the supplier to make it more easily identifiable string(255) No/No Any
78 supplier-remit-to-street1 The supplier-created remit-to first address line. string(255) No/No Any
79 supplier-remit-to-street2 The supplier-created remit-to second address line. string(255) No/No Any
80 supplier-remit-to-city The supplier-created remit-to city. string(255) No/No Any
81 supplier-remit-to-state The supplier-created remit-to state. string(255) No/No Any
82 supplier-remit-to-postal-code The supplier-created remit-to zip or postal code. string(255) No/No Any
83 supplier-remit-to-country-code The supplier-created remit-to country code. string(4) No/No Any
84 supplier-remit-to-country-name The supplier-created remit-to country name. string(100) No/No Any
85 Fiscal Rep. Name Fiscal Rep. Name string(255) No/No Any
86 Fiscal Rep. VAT ID Fiscal Rep. Vat Id string(255) No/No Any
87 Fiscal Rep. Address Code Fiscal Rep. Address Code string(255) No/No Any
88 Fiscal Rep. Address Street 1 Fiscal Rep. Address Street 1 string(100) No/No Any
89 Fiscal Rep. Address Street 2 Fiscal Rep. Address Street 2 string(100) No/No Any
90 Fiscal Rep. Address City Fiscal Rep. Address City string(50) No/No Any
91 Fiscal Rep. Address State Fiscal Rep. Address State string(50) No/No Any
92 Fiscal Rep. Address Postal Code Fiscal Rep. Address Postal Code string(50) No/No Any
93 Fiscal Rep. Address Country Code Fiscal Rep. Address Country Code string(4) No/No Any
94 discount_due_date The date the invoice needs to be paid by in order to get the early-payment discount. Calculated by Coupa based on payment-term in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
95 net_due_date The date the invoice needs to be paid by. Calculated by Coupa based payment-term in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
96 discount_amount The value of the discount if the invoice is paid by the discount_due_date. Calculated by Coupa basedtotal and payment-term. decimal(32,4) No/No Any
97 late-payment-penalties Late Payment Penalties string(255) No/No Any
98 margin-scheme A reference to the margin scheme used string(255) No/No Any
99 cash-accounting-scheme-reference A reference to the cash accounting scheme used string(255) No/No Any
100 exchange-rate Exchange Rate decimal(30,9) No/No Any
101 early-payment-provisions Early Payment Provisions string(255) No/No Any
102 pre-payment-date Pre-Payment Date datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
103 reverse-charge-reference Reverse Charge Reference string(255) No/No Any
104 discount-percent Discount % float No/No Any
105 credit-note-differences-with-original-invoice Credit Note differences with Original Invoice decimal(30,4) No/No Any
106 customs-declaration-number Customs Declaration Number string(255) No/No Any
107 customs-office Customs Office text No/No Any
108 customs-declaration-date Customs Declaration Date datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
109 payment-order-reference A code given by banks to use it instead of a bank account transfer. string(255) No/No  
110 advance-payment-received-amount Amount of advance payment received decimal(30,4) No/No Any
111 series The serial number used by the Company for internal control of the information. string(255) No/No Any
112 folio-number The internal folio number used by the Company. string(255) No/No Any
113 use-of-invoice The purpose invoice is going to be used for. string(255) No/No Any
114 form-of-payment The specific code in accordance with a catalogue: cash, check, transfer of funds, etc. string(255) No/No Any
115 type-of-receipt Type of the invoice: income, expense, transfer, payroll or payment. string(255) No/No Any
116 payment-method Installments or lump sum payments. string(255) No/No Any
117 issuance-place Issuance Place string(255) No/No Any
118 confirmation This is a unique number provided by the Tax Authorities or the PAC. string(255) No/No Any
119 withholding-tax-override Withholding Tax Override decimal(30,3) No/No Any
120 type-of-relationship Relationship of this document to its parent invoice. Chosen from a catalog. string(255) No/No Any
121 gross-total Gross Total decimal No/No Any
122 registered-company-registration-number Registration number of the registered company string(255) No/No Any
123 registered-company-place-of-registration Place of registration of the registered company string(255) No/No Any
124 registered-company-type The type of the registered company string(255) No/No Any
125 registered-company-managing-directors A list of managing directors of the registered company string(255) No/No Any
126 credit-reason The reason of creating the credit string(255) No/No Any
127 registered-company-permit-number Permit number of the registered company string(255) No/No Any
128 registered-company-permit-date Permit date of the registered company string(255) No/No Any
129 registered-company-liquidator-name Liquidator name of the registered company string(255) No/No Any
130 registered-company-share-capital Share capital of the registered company string(255) No/No Any
131 Tax Nature Estonia compliance required field string(255) No/No Any
132 registered-company-unique-shareholder Unique shareholder of the registered company string(255) No/No Any
133 registered-company-liable-company Liable company of the registered company string(255) No/No Any
134 registered-company-tax-regime Tax Regime of the registered company string(255) No/No Any
135 registered-company-legal-status Legal status of the company (for tax and compliance purposes). string(255) No/No Any
136 QST Registration Number QST Registration Number string(255) No/No Any
137 Authorised Person Authorised Person string(255) No/No Any
138 Authorised Person Address Authorised Person Address string(255) No/No Any
139 Authorised Person VAT ID Authorised Person VAT ID string(255) No/No Any
140 Date of Registration Date of Registration string(255) No/No Any
141 Sole Registration Code Sole Registration Code datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
142 origin-currency-net Net Amount in local currency decimal(32,4) Yes/No Any
143 taxes-in-origin-country-currency Tax Amount in local currency decimal(32,4) Yes/No Any
144 origin-currency-gross Gross Amount in local currency decimal(32,4) Yes/No Any
145 self-billing-reference Self billing reference - used for compliant countries like The Netherlands string(255) No/No Any
146 registered-company-legal-type Legal type of the company (for tax and compliance purposes). string(255) No/No Any
147 registered-company-registered-seat Registered seat of the company (for tax and compliance purposes). string(255) No/No Any
148 registered-company-chairman-of-the-board Name of the chairperson of the board (for tax and compliance purposes). string(255) No/No Any
149 registered-company-court-of-registration Court where the company is registered (for tax and compliance purposes). string(255) No/No Any
150 registered-company-liquidation-remark Remark if the company is in liquidation (for tax and compliance purposes). string(255) No/No Any
151 registered-company-commercial-register-number Commercial register number of the company (for tax and compliance purposes). string(255) No/No Any
152 Disputed Invoice Number Disputed Invoice Number string(40) No/No Any
153 Channel Channel the invoice was created from string(255) No/No Any
154 Taxable Amount Taxable Amount decimal(32,4) No/No Any
155 invoice-from-code The name/code given to the supplier invoice-from address by the supplier. string(255) No/No Any
156 invoice-from-supplier-name The user-friendly name given to the invoice-from address by the supplier to make it more easily identifiable string(100) No/No Any
157 invoice-from-street1 The supplier-created invoice-from first address line. string(100) No/No Any
158 invoice-from-street2 The supplier-created invoice-from second address line. string(100) No/No Any
159 invoice-from-city The supplier-created invoice-from city. string(50) No/No Any
160 invoice-from-state The supplier-created invoice-from state. string(50) No/No Any
161 invoice-from-postal-code The supplier-created invoice-from zip or postal code. string(50) No/No Any
162 invoice-from-country-code The supplier-created invoice-from country code. string(4) No/No Any
163 invoice-from-country-name The supplier-created invoice-from country name. string(100) No/No Any
164 ship-from-code The name/code given to the supplier ship-from address by the supplier string(255) No/No Any
165 ship-from-supplier-name The user-friendly name given to the ship-from address by the supplier to make it more easily identifiable string(100) No/No Any
166 ship-from-street1 The supplier-created ship-from first address line. string(100) No/No Any
167 ship-from-street2 The supplier-created ship-from second address line. string(100) No/No Any
168 ship-from-city The supplier-created ship-from city. string(50) No/No Any
169 ship-from-state The supplier-created ship-from state. string(50) No/No Any
170 ship-from-postal-code The supplier-created ship-from zip or postal code. string(50) No/No Any
171 ship-from-country-code The supplier-created ship-from country code. string(4) No/No Any
172 ship-from-country-name The supplier-created ship-from country name. string(100) No/No Any
173 supplier-tax-registration-number The supplier-created supplier-tax-number. string(255) No/No Any
174 supplier-tax-registration-country-code The supplier-created supplier-tax-registration country code. string(100) No/No Any
175 supplier-tax-registration-country-name The supplier-created supplier-tax-registration country name. string(4) No/No Any
176 supplier-tax-registration-local The supplier-created supplier-tax-registration local indicator. boolean No/No Yes/No, True/False
177 buyer-tax-registration-number The buyer-created buyer-tax-number. string(255) No/No Any
178 buyer-tax-registration-country-code The buyer-created buyer-tax-registration country code. string(100) No/No Any
179 buyer-tax-registration-country-name The buyer-created buyer-tax-registration country name. string(4) No/No Any
180 buyer-tax-registration-local The buyer-created buyer-tax-registration local indicator. boolean No/No Yes/No, True/False

Invoice Line Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, Line Split, Tax Line, or Payment. - No/No Line
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/Yes Any
4 created-at When the invoice line was created at in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
5 updated-at When the invoice line was last updated at in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
6 total The total amount of the invoice, including all distributed summary amounts. decimal(46,20) No/No Any
7 accounting-total The total amount of the invoice line using the Chart of Accounts currency. decimal(30,3) No/No Any
8 accounting-total-currency The currency code of the Chart of Accounts. string(6) No/No Must exist in Coupa
9 line-num The line number of the invoice line, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice. integer(11) No/No Any
10 description The invoice line description, usually taken from the description of the item. string(255) Yes/No Any
11 order-header-num The number given to the corresponding purchase order within Coupa (if any). string(20) No/No Any
12 order-header-requested-by-email The email address of the user who created the corresponding purchase order. string(255) No/No Any
13 order-header-requested-by-employee-number The employee number of the user who created the purchase order. string(255) No/No Any
14 order-header-requested-by-login the username of the person who created the purchase order. string(255) No/No Any
15 order-line-id The unique identifier Coupa assigns to the corresponding line on the purchase order (if any). integer(11) No/No Any
16 order-line-num The line number of the corresponding purchase order line (if any). integer(11) No/No Any
17 order-line-commodity The commodity ID of the line item on the purchase order (if any). integer(11) No/No Any
18 price The price of the order line item. decimal(46,20) Yes/No Any
19 quantity The quantity of the order line item. decimal(30,6) No/No Any
20 uom The unit of measure code. it must already exist in Coupa. string(6) No/No Any
21 price-per-weight The price per weight of the order line item. decimal(30,6) No/No Any
22 net-weight The net weight of the order line item. decimal(30,6) No/No Any
23 weight-uom The unit of measure code of weight. it must already exist in Coupa. string(6) No/No Any
24 status The current status of the invoice line. Possible values are: new, ap_hold, draft, on_hold, pending_receipt, disputed, pending_approval, approved, voided, booking_hold, save_as_draft string(255) No/No Any
25 tax-rate The tax rate indicated on the invoice line. Only has a value if the header item line level taxation is set toTrue. decimal(30,6) No/No Must exist in Coupa
26 tax-location Only has a value if the header item line level taxation is enabled. string(255) No/No Any
27 tax-code The tax rate code for the line tax rate. Must match an existing tax rate code within Coupa. Only has a value if the header item line level taxation is enabled. string(255) No/No Must exist in Coupa
28 tax-amount Only has a value if the header item line level taxation is enabled. decimal(32,4) No/No Any
29 tax-description The line level tax description. string(255) No/No Any
30 tax-supply-date The line level tax supply date in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
31 account-code The account code from Coupa. All segments are concatenated with a hyphen ( - ). string(1024) No/No Any
32 account-active A flag in Coupa to indicate if the account is active and can be selected. True or False. boolean No/No Yes/No, True/False
33 original-date-of-supply Original Date of Supply datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
34 delivery-note-number Delivery Note Number string(255) No/No Any
35 discount-amount Discount Amount decimal(30,3) No/No Any
36 company-uom The unit of measurement that the company uses internally (for comercial purposes). string(255) No/No Any
37 property-tax-account Property Tax Account string(255) No/No Any
38 commodity-name The Name of the Invoice Line Commodity string(255) No/No Any
39 supplier-part-number Part or identification number of the goods. string(255) No/No Any
40 customs-declaration-number Customs Declaration Number string(255) No/No Any
41 unspsc UNSPSC string(255) No/No Any
42 billing-notes A text field for adding notes to a billing line. text(65,535) No/No Any
43 segment-1 Account segment within Coupa. string(100) No/No Any
44 segment-2 Account segment within Coupa. string(100) No/No Any
45 segment-3 Account segment within Coupa. string(100) No/No Any
46 segment-4 Account segment within Coupa. string(100) No/No Any
47 segment-5 Account segment within Coupa. string(100) No/No Any
48 segment-6 Account segment within Coupa. string(100) No/No Any
49 segment-7 Account segment within Coupa. string(100) No/No Any
50 segment-8 Account segment within Coupa. string(100) No/No Any
51 segment-9 Account segment within Coupa. string(100) No/No Any
52 segment-10 Account segment within Coupa. string(100) No/No Any
53 segment-11 Account segment within Coupa. string(100) No/No Any
54 segment-12 Account segment within Coupa. string(100) No/No Any
55 segment-13 Account segment within Coupa. string(100) No/No Any
56 segment-14 Account segment within Coupa. string(100) No/No Any
57 segment-15 Account segment within Coupa. string(100) No/No Any
58 segment-16 Account segment within Coupa. string(100) No/No Any
59 segment-17 Account segment within Coupa. string(100) No/No Any
60 segment-18 Account segment within Coupa. string(100) No/No Any
61 segment-19 Account segment within Coupa. string(100) No/No Any
62 segment-20 Account segment within Coupa. string(100) No/No Any
63 account-name The account name from Coupa. string(1024) No/No Any
64 created-by-email The email address of the user who created the invoice. string(255) No/No Any
65 created-by-employee-number The employee number of the user who created the invoice. string(255) No/No Any
66 created-by-login The username of the user who created the invoice. string(255) No/No Any
67 updated-by-email The email address of the user who last updated the invoice. string(255) No/No Any
68 updated-by-employee-number The employee number of the user who last updated the invoice. string(255) No/No Any
69 updated-by-login The username of the user who last updated the invoice. string(255) No/No Any
70 distributed-tax-amount The amount of tax for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
71 distributed-shipping-amount The amount of shipping for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
72 distributed-handling-amount The amount of handling for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
73 distributed-misc-amount The amount of misc for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
74 match-reference Three-way match attribute to connect with Receipt and Invoice Header. string(255) No/No Any

Invoice Line Allocation (Split) Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, or Line Split or Tax Line. - No/No Line Split
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
4 line-num The line number of the invoice line, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice. integer(11) No/No Any
5 order-header-num The number given to the corresponding purchase order within Coupa (if any). string(20) No/No Any
6 order-line-id The unique identifier Coupa assigns to the corresponding line on the purchase order (if any). integer(11) No/No Any
7 order-line-num The line number of the corresponding purchase order line (if any). integer(11) No/No Any
8 account-allocation-id The unique identifier Coupa assigns to the account allocation. Split line accounting must be enabled. integer(11) No/No Any
9 account-allocation-sequence The unique sequential counter Coupa assigns to the account allocation split. Split line accounting must be enabled. integer(11) No/No Any
10 account-allocation-amount The dollar amount for this account allocation. Split line accounting must be enabled. decimal(32,4) No/No Any
11 account-allocation-percent The percentage of the total amount allocated to this split. Split line accounting must be enabled. decimal(16,10) Yes/No Any
12 account-code The account code from Coupa. All segments are concatenated with a hyphen ( - ). string(1024) No/No Any
13 account-active A flag in Coupa to indicate if the account is active and can be selected. True or False. boolean No/No Yes/No, True/False
14 billing-notes A note to capture any information on this account allocation split. text No/No Any
15 segment-1 Account segment within Coupa. string(100) No/No Any
16 segment-2 Account segment within Coupa. string(100) No/No Any
17 segment-3 Account segment within Coupa. string(100) No/No Any
18 segment-4 Account segment within Coupa. string(100) No/No Any
19 segment-5 Account segment within Coupa. string(100) No/No Any
20 segment-6 Account segment within Coupa. string(100) No/No Any
21 segment-7 Account segment within Coupa. string(100) No/No Any
22 segment-8 Account segment within Coupa. string(100) No/No Any
23 segment-9 Account segment within Coupa. string(100) No/No Any
24 segment-10 Account segment within Coupa. string(100) No/No Any
25 segment-11 Account segment within Coupa. string(100) No/No Any
26 segment-12 Account segment within Coupa. string(100) No/No Any
27 segment-13 Account segment within Coupa. string(100) No/No Any
28 segment-14 Account segment within Coupa. string(100) No/No Any
29 segment-15 Account segment within Coupa. string(100) No/No Any
30 segment-16 Account segment within Coupa. string(100) No/No Any
31 segment-17 Account segment within Coupa. string(100) No/No Any
32 segment-18 Account segment within Coupa. string(100) No/No Any
33 segment-19 Account segment within Coupa. string(100) No/No Any
34 segment-20 Account segment within Coupa. string(100) No/No Any
35 account-name The account name from Coupa. integer(11) No/No Any
36 currency_code The currency code of the transaction. string(6) No/No Must exist in Coupa
37 accounting-total The total amount of the invoice using the Chart of Accounts currency. Doesn't include line and summary amounts. decimal(32,4) No/No Any
38 accounting_currency The currency code of the Chart of Accounts. string(6) No/No Must exist in Coupa
39 distributed-tax-amount The amount of tax for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
40 distributed-shipping-amount The amount of shipping for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
41 distributed-handling-amount The amount of handling for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
42 distributed-misc-amount The amount of misc for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
43 billing-notes A note to capture any information on this account allocation split. text No/No Any

Invoice Charge Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, Line Split, Charge, Charge Split, Tax Line, or Payment. - No/No Charge
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-charge-id The unique identifier Coupa assigns to the invoice charge. integer(11) No/No Any
4 type The kind of charge. Possible values are InvoiceShippingCharge, InvoiceHandlingCharge, or InvoiceMiscCharge. string(255) No/No Any
5 created-at When the invoice charge was created at in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
6 updated-at When the invoice charge was last updated at in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
7 total The total amount of the charge. decimal(30,4) No/No Any
8 percent The percent value of this charge (only for percent-based charges & allowances. Not yet used.) decimal(16,10) No/No Any
9 accounting-total The total amount of the invoice charge using the Chart of Accounts currency. decimal(30,4) No/No Any
10 accounting-total-currency The currency code of the Chart of Accounts. string(6) No/No Any
11 line-num The line number of the invoice charge, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice. integer(11) No/No Any
12 description The invoice charge description. string(1550) No/No Any
13 tax-rate The tax rate indicated on the invoice charge. decimal(16,10) No/No Any
14 tax-location The location for tax on this charge string(255) No/No Any
15 tax-code The tax rate code for the charge tax rate. Must match an existing tax rate code within Coupa. string(255) No/No Any
16 tax-amount The amount of the tax on this charge decimal(32, 4) No/No Any
17 tax-description The charge level tax description. string(255) No/No Any
18 tax-supply-date The charge level tax supply date in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
19 account-code The account code from Coupa. All segments are concatenated with a hyphen ( - ). string(1024) No/No Any
20 account-active A flag in Coupa to indicate if the account is active and can be selected. True or False. boolean No/No Yes/No, True/False
21 billing-notes A text field for adding notes to a billing line. text(65535) No/No Any
22 segment-1 Account segment within Coupa. string(100) No/No Any
23 segment-2 Account segment within Coupa. string(100) No/No Any
24 segment-3 Account segment within Coupa. string(100) No/No Any
25 segment-4 Account segment within Coupa. string(100) No/No Any
26 segment-5 Account segment within Coupa. string(100) No/No Any
27 segment-6 Account segment within Coupa. string(100) No/No Any
28 segment-7 Account segment within Coupa. string(100) No/No Any
29 segment-8 Account segment within Coupa. string(100) No/No Any
30 segment-9 Account segment within Coupa. string(100) No/No Any
31 segment-10 Account segment within Coupa. string(100) No/No Any
32 segment-11 Account segment within Coupa. string(100) No/No Any
33 segment-12 Account segment within Coupa. string(100) No/No Any
34 segment-13 Account segment within Coupa. string(100) No/No Any
35 segment-14 Account segment within Coupa. string(100) No/No Any
36 segment-15 Account segment within Coupa. string(100) No/No Any
37 segment-16 Account segment within Coupa. string(100) No/No Any
38 segment-17 Account segment within Coupa. string(100) No/No Any
39 segment-18 Account segment within Coupa. string(100) No/No Any
40 segment-19 Account segment within Coupa. string(100) No/No Any
41 segment-20 Account segment within Coupa. string(100) No/No Any
42 account-name The account name from Coupa. string(1024) No/No Any
43 created-by-email The email address of the user who created the invoice. string(255) No/No Any
44 created-by-employee-number The employee number of the user who created the invoice. string(255) No/No Any
45 created-by-login The username of the user who created the invoice. string(255) No/No Any
46 updated-by-email The email address of the user who last updated the invoice. string(255) No/No Any
47 updated-by-employee-number The employee number of the user who last updated the invoice. string(255) No/No Any
48 updated-by-login The username of the user who last updated the invoice. string(255) No/No Any

Invoice Charge Allocation (Split) Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, or Line Split or Tax Line. - No/No Charge Split
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-charge-id The unique identifier Coupa assigns to the invoice charge. integer(11) No/No Any
4 line-num The line number of the invoice charge, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice. integer(11) No/No Any
5 account-allocation-id The unique identifier Coupa assigns to the account allocation. Split line accounting must be enabled. integer(11) No/No Any
6 account-allocation-sequence The unique sequential counter Coupa assigns to the account allocation split. Split line accounting must be enabled. integer(11) No/No Any
7 account-allocation-amount The dollar amount for this account allocation. Split line accounting must be enabled. decimal(30,4) No/No Any
8 account-allocation-percent The percentage of the total amount allocated to this split. Split line accounting must be enabled. decimal(16,10) Yes/No Any
9 account-code The account code from Coupa. All segments are concatenated with a hyphen ( - ). string(1024) No/No Any
10 account-active A flag in Coupa to indicate if the account is active and can be selected. True or False. boolean No/No Yes/No, True/False
11 billing-notes A note to capture any information on this account allocation split. text(65535) No/No Any
12 segment-1 Account segment within Coupa. string(100) No/No Any
13 segment-2 Account segment within Coupa. string(100) No/No Any
14 segment-3 Account segment within Coupa. string(100) No/No Any
15 segment-4 Account segment within Coupa. string(100) No/No Any
16 segment-5 Account segment within Coupa. string(100) No/No Any
17 segment-6 Account segment within Coupa. string(100) No/No Any
18 segment-7 Account segment within Coupa. string(100) No/No Any
19 segment-8 Account segment within Coupa. string(100) No/No Any
20 segment-9 Account segment within Coupa. string(100) No/No Any
21 segment-10 Account segment within Coupa. string(100) No/No Any
22 segment-11 Account segment within Coupa. string(100) No/No Any
23 segment-12 Account segment within Coupa. string(100) No/No Any
24 segment-13 Account segment within Coupa. string(100) No/No Any
25 segment-14 Account segment within Coupa. string(100) No/No Any
26 segment-15 Account segment within Coupa. string(100) No/No Any
27 segment-16 Account segment within Coupa. string(100) No/No Any
28 segment-17 Account segment within Coupa. string(100) No/No Any
29 segment-18 Account segment within Coupa. string(100) No/No Any
30 segment-19 Account segment within Coupa. string(100) No/No Any
31 segment-20 Account segment within Coupa. string(100) No/No Any
32 account-name The account name from Coupa. string(1024) No/No Any
33 currency_code The currency code of the transaction. string(6) No/No Any
34 accounting-total The total amount of the invoice using the Chart of Accounts currency. Doesn't include line and summary amounts. decimal(30,4) No/No Any
35 accounting_currency The currency code of the Chart of Accounts. string(6) No/No Any

Tax Line Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, Line Split, Tax Line, or Payment. - No/No Tax
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-number The user-created invoice number. string(40) No/No Any
4 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
5 invoice-line-number The line number of the corresponding invoice line (if any). integer(11) No/No Any
6 tax-line-number The line number of the corresponding of the tax line. integer(11) No/No Any
7 tax-line-id The unique identifier Coupa assigns to the tax line. integer(11) No/No Any
8 amount The amount of tax calculated on the line. decimal(32,4) No/No Any
9 rate The tax rate indicated on the invoice line. decimal(16,10) No/No Any
10 tax-rate-type The tax rate type description on the line string(255) No/No Any
11 code The tax rate code for the invoice line tax rate. Must match an existing tax rate code within Coupa. string(255) No/No Any
12 description The tax line description. string(255) No/No Any
13 location The taxable location for this tax line. string(255) No/No Any
14 date The tax line date in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
15 kind-of-factor Kind of Factor indicates the specific type of Withholding which applies to the line item string(255) No/No any
16 basis Basis indicates the base amount of the invoice or line item to which you must apply the withholding tax decimal(30,6) No/No any
17 Withholding Base Base indicates the base amount of the invoice or line item to which withholding tax was applied decimal(30,4) No/No any
18 Supplier Withholding Rate CFDI Withholding Rate decimal(32,4) No/No any
19 Supplier Withholding Amount CFDI Withholding Amount decimal(30,4) No/No any
20 nature-of-tax Nature of Tax indicates the specific type of tax which applies to the line item e.g. VAT or Withholding string(255) No/No any
21 Withholding Amount Withholding Amount decimal(30,4) No/No any
22 Direct/Withholding Tax WithholdingTaxLine or TaxLine string(255) No/No any

Withholding Tax Line Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, Line Split, Tax Line, or Payment. - No/No Witholding
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-number The user-created invoice number. string(40) No/No Any
4 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
5 invoice-line-number The line number of the corresponding purchase order line (if any). integer(11) No/No Any
6 tax-line-number The line number of the corresponding of the tax line. integer(11) No/No Any
7 tax-line-id The unique identifier Coupa assigns to the tax line. integer(11) No/No Any
8 amount The amount of tax calculated on the line. decimal(32,4) No/No Any
9 rate The tax rate indicated on the invoice line. decimal(16,10) No/No Any
10 code The tax rate code for the invoice line tax rate. Must match an existing tax rate code within Coupa. string(255) No/No Any
11 description The tax line description. string(255) No/No Any
12 location The taxable location for this tax line. string(255) No/No Any
13 date The tax line date in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
14 kind-of-factor Kind of Factor indicates the specific type of Withholding which applies to the line item string(255) No/No any
15 basis Basis indicates the base amount of the invoice or line item to which you must apply the withholding tax decimal(30,6) No/No any
16 Withholding Base Base indicates the base amount of the invoice or line item to which withholding tax was applied decimal(30,4) No/No any
17 Supplier Withholding Rate CFDI Withholding Rate decimal(32,4) No/No any
18 Supplier Withholding Amount CFDI Withholding Amount decimal(30,4) No/No any
19 nature-of-tax Nature of Tax indicates the specific type of tax which applies to the line item e.g. VAT or Withholding string(255) No/No any
20 Withholding Amount Withholding Amount decimal(30,4) No/No any
21 Direct/Withholding Tax WithholdingTaxLine or TaxLine string(255) No/No any

Matching Allocation

string(6)

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row - No/No Matching Allocation
2 order-line-id The unique identifier Coupa assigns to the corresponding line on the purchase order (if any). integer(11) No/No Any
3 order-header-number The order header number. string(20) No/No Any
4 order-line-num The order line number string(255) No/No Any
5 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
6 receipt-id The unique identifier Coupa assigns to the receipt. integer(11) No/No Any
7 match-reference-key The match reference key as described in the receipt used to trigger a match attempt to a candidate invoice line. string(255) No/No Any
8 quantity The quantity of the invoice line item. decimal(32,6) Yes/No Any
9 amount The total amount of the receipt allocation to this invoice line. decimal(32,4) Yes/No Any
10 uom The unit of measure code. It must already exist in Coupa. string(6) No/No Must exist in Coupa
11 currency The currency code of the transaction.  
No/No Must exist in Coupa
12 status Describes the current status of this allocation record, If the allocation described in this record is active or has been voided. Can have values in Void, Matched. string(50) No/No Any

Failed Tolerance

# Column Name Description Type Req'd/Unique Allowable Values
1 code Code string(255) Yes/No Any
2 failable-id Failable ID integer(11) No/No Any
3 failable-type Failable Type string(255) No/No Any
4 resolved Resolved boolean No/No Yes/No, True/False
5 resolution-strategy Resolution Strategy string(25) No/No Any
6 breach-amount Breach Amount string(255) No/No Any
7 breach-limit Breach Limit string(255) No/No Any
8 breach-detail-1 Breach Detail 1 string(255) No/No Any
9 breach-detail-2 Breach Detail 2 string(255) No/No Any
10 breach-detail-3 Breach Detail 3 string(255) No/No Any
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