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Coupa Success Portal

Supplier Information Export

Overview

Talk to your TSM or CSM if you'd like to enable SIM in your instance.

Supplier Information Columns

Column Name Description Req'd Unique Type Allowable Values
RecordType Specifies the header format for the row. Possible values include: Header, Address, Artifact, Attachment false false   Header
SIM ID Coupa's unique identifier for the SIM record. false false integer(11) any
Supplier ID Coupa's unique identifier for the supplier associated with the SIM record. false false integer(12) any
Buyer ID Coupa's unique identifier for the buyer who created the SIM record. false false integer(13) any
SIM Status The current approval status of the SIM record. true false string(255) Draft, Information Requested, Pending Approval, Approved, Declined by Supplier
Company Name The name of the SIM record. true false string(255) any
Display Name A user-friendly name for the suppler. false false string(255) any
Parent Company Name

Parent Supplier Company Name as it exists in Coupa. Must exist in Coupa.

false false string(255) any
Industry The default industry for the supplier. false false string(255) any
Preferred Currency The currency the supplier would like to use to do business. false false   any
Preferred Language

The language the supplier would like to use to do business.

Note: Field available only in integration.

false false   any
Inco Terms Three letter Incoterm code for the supplier's commercial terms. false false string(255)

1, 2, 3, 4, 5, 6, 7, 8, 9, 10, or 11

(1=EXW, 2=FCA, 3=CPT, 4=CIP, 5=DAT, 6=DAP, 7=DDP, 8=FAS, 9=FOB, 10=CFR, 11=CIF)

Commodity The supplier's default commodity. false false   any
Minority Indicator Indicates if the supplier is a minority supplier. false false boolean any
Minority Type Three letter code for the minority type. Required if Minority Indicator is set to true. false false integer

1, 2, 3, or 4 

(1=HIS, 2=NAT, 3=AFR, 4=ASN)

Tax Region The tax jurisdiction. false false string(255) US, International
Tax Classification US tax categories. false false string(255)

1, 2, 3, 4, 5, 6, 7, 8, 9, 10, or 11

(1=1099, 2=C Corp, 3=Customer Refund, 4=Exempt 1099, 5=Tax Authority, 6=Tax & Gov, 7=Vendor, 8=Non-Profit, 9=Partner Referral, 10=S Corp, 11=Foreign Company)

Federal Tax ID The supplier's Employer Identification Number (for US businesses). false false   any
DUNS The supplier's Data Universal Numbering System number. false false string(255) any
Tax Exempt Explanation If the supplier is tax exempt, they need to provide an explanation. false false string(255) any
Income Type The type of income for the supplier. false false string(255) any
Federal Reportable Indicates if the supplier is required to report federal taxes. false false boolean any
International Tax ID The supplier's tax ID (for non-US businesses). false false string(255) any
International Tax Classification Non-US tax categories. false false string(255)

1, 2, 3, 4, 5, 6, 7, 8, 9, or 10

(1=Active NFFE, 2=Passive NFFE, 3=Exempt beneficial owner, 4=Deemed compliant FFI, 5=Canadian Financial Institution, 6=Other Partner Jurisdiction Financial Institution, 7=Participating Foreign Financial Institution, 8=Non Participating Financial Institution, 9=Specified U.S. Person, 10=Not a Specified U.S. Person)

International Explanation If the supplier is tax exempt, they need to provide an explanation. false false   any
Backend System Invoicing The type of ERP that Coupa integrates with for invoices. false false string(255)

1 or 2

(1=SAP, 2=Oracle)

Backend System Catalog The type of ERP that Coupa integrates with for catalogs. false false string(255)

1, 2, 3, 4, 5, 6, 7, 8, 9, or 10

(1= CatBase, 2=Elastic, 3=iPartner Product Suite, 4=Claritum, 5=Contalog, 6=CatalognTime, 7=Advizia, 8=Aravo, 9=MatrixCMX, 10=SigmaCommerce)

Payment Term The supplier's default payment terms. Must match an existing payment term in Coupa. Use the payment term code. false false   any
Supplier Region The supplier's geographic region. false false string(255)

1, 2, 3, or 4

(1=AMER, 2=EMEA, 3=APAC, 4=Japan)

Govt Agency Interaction Indicator Govt agency interaction indicator for the ERP. false false boolean any
Govt Agency Interaction Text for the govt agency interaction indicator that's fed to the ERP. false false   any
Organization Type Describes the type of organization for the supplier. false false string(255)

1, 2, 3, 4, 5, or 6

(1=Corporation, 2=Foreign Corporation, 3=Individual, 4=Foreign Individual, 5=Partnership, 6=Foreign Partnership)

Bribery Policy Indicator Bribery policy indicator for the ERP. false false boolean any
Bribery Policy Text Text for the bribery policy indicator that's fed to the ERP. false false   any
Govt Allegation Indicator Govt allegation indicator for the ERP. false false boolean any
Govt Allegation Text Text for the govt allegation indicator that's fed to the ERP. false false string(255) any
Third Party Interaction Indicator Third party interaction indiciator for the ERP. false false boolean any
Third Party Interaction Text Text for the third party interaction indicator that's fed to the ERP. false false   any
Country of Operation The country where the supplier is based. false false   any
Goods or Services Provided A short description of the what the supplier provides. false false string(255) any
Pay Group A list of different ways the supplier can be paid. false false string(255)

1, 2, 3, 4, 5, 6, 7, 8, 9, or 10

(1=Direct Debit, 2=Standard, 3=Customer Refund, 4=Employee, 5=Intercompany, 6=Lease, 7=Partner Referral, 8=Rent, 9=Tax, 10=Util/Telecom)

Invoice Amount Limit A preset limit for the maximum value of an invoice submitted by the supplier. false false   any
Hold Payment Indicator Prevent the supplier from being automatically paid through the ERP. false false boolean any
Hold Payment Text Text for the hold payment indicator that's fed to the ERP. false false   any
Separate Remit To Enable if the remit different than the primary address. false false boolean any
Comment Source Field indicating who made the comment. false false string(255) any
Comment Field for the actual comment. false false   any
Exported Indicates if the SIM record has exported to the ERP. false false   any
Last Exported Date and Time Shows the last time the SIM record was exported to the ERP. false false datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Created Date and Time Shows when the SIM record was created. false false datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Created-By id Coupa's unique identifier for the user. false false   any
Created-By Lastname, Firstname The full name of the created-by user. false false   any
Created-By email The email address of the created-by user. false false   any
Updated Date and Time Shows when the SIM record was last updated. false false datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Updated-By id Coupa's unique identifier for the user. false false   any
Updated-By Lastname, Firstname The full name of the updated-by user. false false   any
Updated-By email The email address of the updated-by user. false false   any
Logo file name The name of the supplier logo file, including file extension. false false string(255) any
Logo content type The type of image file used by the supplier logo. false false string(255) any
Logo file size The file size of the supplier logo. false false integer any
Logo updated at Shows the last time the supplier logo was updated. false false datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Website The address of the supplier's website. false false string(255) any
Allow cXML Invoicing Indicates if the supplier is allowed to send invoices via cXML. false false boolean any
Hold Invoices for AP Review Indicates if invoices from this supplier should be reviewed by AP being approved to pay. Also known as AP Hold. false false boolean any
Send Invoices to Approvals Indicates if the supplier's invoices will always be sent to approval, regardless of invoice tolerance settings. false false boolean any
Allow Invoicing with no Backing Doc from Connect Indicates if the supplier can create an invoice via the supplier portal without a purchase order. false false boolean any
Allow Invoicing with Unbacked Lines from Connect Indicates if the supplier can create an invoice lines via the supplier portal without a purchase order. false false boolean any
Invoice Matching Level Selects the supplier's matching level: none, 2-way, or 3-way. false false string(255) none, 2-way, 3-way
Shipping Term The default shipping term for the supplier. false false    
Tax Code The default tax code for the supplier. false false   the 'code' value
Savings Percentage The savings percentage for using the supplier. false false decimal(8,2) any
Allow Invoicing from Connect Indicates if the supplier is allowed to create an invoice via the supplier portal. false false boolean any
Allow Choosing Billing Account in Invoicing Indicates if the supplier can choose a billing account when creating an invoice. false false boolean any
Invoice Inbound Emails This field is for the invoice inbox. Specify specific email address for the supplier. false false   any
Default Invoice Email This field is useful when you've whitelisted addresses. Replies to any supplier email will go to this preferred email instead of the invoice email address. false false string(255) any
Inbound Invoice Email Domain This field is for the invoice inbox. Specifiy an email domain for the supplier. false false string(255) any
Duplicate Exists There's already a supplier record that has similar fields: name, display name, DUNS, etc. false false boolean any
custom-field-1 Integration Custom Field 1 false false string(255) any
custom-field-2 Integration Custom Field 2 false false string(255) any
custom-field-3 Integration Custom Field 3 false false string(255) any
custom-field-4 Integration Custom Field 4 false false string(255) any
custom-field-5 Integration Custom Field 5 false false string(255) any
custom-field-6 Integration Custom Field 6 false false string(255) any
custom-field-7 Integration Custom Field 7 false false string(255) any
custom-field-8 Integration Custom Field 8 false false string(255) any
custom-field-9 Integration Custom Field 9 false false string(255) any
custom-field-10 Integration Custom Field 10 false false string(255) any

Supplier Information Address Columns

Column Name Description Req'd Unique Type Allowable Values
RecordType Specifies the header format for the row. Possible values include: Header, Address, Artifact, Attachment FALSE FALSE   Address
Supplier Information ID Coupa's unique identifier for the SIM record associated with this address. FALSE FALSE integer any
Address ID Coupa's unique identifier for this address record. FALSE FALSE integer any
Address Type The type of address of this record. FALSE FALSE string(255)

1, 2, or 3

(1=RTA, 2=User, 3=Primary)

Location Code A free field for storing info about the location from the ERP. FALSE FALSE string(255) any
Address Name A user-friendly name to identify this address. FALSE FALSE string(255) any
Street Address The first address line. FALSE FALSE string(255) any
Street Address 2 The second address line. FALSE FALSE string(255) any
Postal Code The postal code of the address. FALSE FALSE string(255) any
City The city of the address. FALSE FALSE string(255) any
State or Region The state or region of the address FALSE FALSE string(255) any
Country The country of the address. FALSE FALSE string(255) any
PO Box The post office box of the address. FALSE FALSE string(255) any
PO Box Postal Code The post office box postal code. FALSE FALSE string(255) any
Account Type The type of account for the supplier. FALSE FALSE string(255) any
Intermediary Bank Name The name of the intermediary bank name. FALSE FALSE string(255) any
Bank Address The address line for the bank. FALSE FALSE string(255) any
Bank City The city line for the bank. FALSE FALSE string(255) any
Bank State or Region The state or region of the bank. FALSE FALSE string(255) any
Bank Postal Code The postal code of the bank. FALSE FALSE string(255) any
Bank Country The country of the bank. FALSE FALSE   any
Bank Work Phone The telephone number of the bank. FALSE FALSE string(255) any
Bank Fax Phone The fax number of the bank. FALSE FALSE string(255) any
Bank Account Name The name on the bank account. FALSE FALSE string(255) any
Bank Account Number The bank account number. FALSE FALSE string(4 to 17 characters) numeric characters
Bank Routing Number The bank routing number. FALSE FALSE string(9) numeric characters
IBAN Number The bank's International Bank Account Number. FALSE FALSE string(5 to 34 characters) 5 to 34 characters
Sort Code The bank's Sort Code. FALSE FALSE string(6) numeric characters
SWIFT Code The bank's SWIFT code. FALSE FALSE string(8 or 11 characters) 8 or 11 characters
BSB Number The bank's BSB number. FALSE FALSE string(6) numeric characters
BIC The bank's Bank Identifier Code. FALSE FALSE string(255) any
BIC Routing Code The bank's BIC Routing Code. FALSE FALSE string(255) any
Created Date and Time The date and time that the address record was created. FALSE FALSE datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Updated Date and Time The date and time that the address record was last updated. FALSE FALSE datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Payment Method The method of payment accepted by the supplier. FALSE FALSE string(255)

1, 2, 3, or 4 (1=Bank transfer, 2=Cash, 3=Credit Card, 4=Pcard)

custom-field-1 Integration Custom Field 1 FALSE FALSE string(255) any
custom-field-2 Integration Custom Field 2 FALSE FALSE string(255) any
custom-field-3 Integration Custom Field 3 FALSE FALSE string(255) any
custom-field-4 Integration Custom Field 4 FALSE FALSE string(255) any
custom-field-5 Integration Custom Field 5 FALSE FALSE string(255) any
custom-field-6 Integration Custom Field 6 FALSE FALSE string(255) any
custom-field-7 Integration Custom Field 7 FALSE FALSE string(255) any
custom-field-8 Integration Custom Field 8 FALSE FALSE string(255) any
custom-field-9 Integration Custom Field 9 FALSE FALSE string(255) any
custom-field-10 Integration Custom Field 10 FALSE FALSE string(255) any

Supplier Information Artifact Columns

Column Name Description Req'd Unique Type Allowable Values
RecordType Specifies the header format for the row. Possible values include: Header, Address, Artifact, Attachment false false   Artifact
Supplier Information ID Coupa's unique identifier for the SIM record associated with this attachment record. false false integer any
Attachment ID Coupa's unique identifier for this attachment record. false false integer any
Attachment Type The type of document that's attached to the SIM record. false false string(255) any
Attachment Meta Type More detailed information about the type of document attached to the SIM record, based on the attachment type. false false string(255) any
Supplier ID Coupa's unique identifier for the supplier associated with the SIM record. false false string(255) any
Effective Date The date when the document first becomes effective. false false datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Expiry Date The latest date when the document is effective. false false datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Description A brief description of the document that's attached to the SIM record. false false string(255) any
Created Date and Time Shows when the SIM record was created. false false datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Created-By id Coupa's unique identifier for the user. false false integer(11) any
Created-By Lastname, Firstname The full name of the created-by user. false false string(255) any
Created-By email The email address of the created-by user. false false string(255) any
Updated Date and Time Shows when the SIM record was last updated. false false datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Updated-By id Coupa's unique identifier for the user. false false integer(11) any
Updated-By Lastname, Firstname The full name of the updated-by user. false false string(255) any
Updated-By email The email address of the updated-by user. false false string(255) any
custom-field-1 Integration Custom Field 1 false false string(255) any
custom-field-2 Integration Custom Field 2 false false string(255) any
custom-field-3 Integration Custom Field 3 false false string(255) any
custom-field-4 Integration Custom Field 4 false false string(255) any
custom-field-5 Integration Custom Field 5 false false string(255) any
custom-field-6 Integration Custom Field 6 false false string(255) any
custom-field-7 Integration Custom Field 7 false false string(255) any
custom-field-8 Integration Custom Field 8 false false string(255) any
custom-field-9 Integration Custom Field 9 false false string(255) any
custom-field-10 Integration Custom Field 10 false false string(255) any

Supplier Information Contact Columns

Column Name Description Req'd Unique Type Allowable Values
RecordType Specifies the header format for the row. false false   any
Supplier Information ID Coupa's unique identifier for the related SIM record associated with this contact. false false integer any
Contact ID Coupa's unique identifier for this contact record. false false integer any
Contact Type The job role of the supplier contact. true false string(255)

1, 2, 3, or 4

(1=Primary, 2=Sales, 3=PO Delivery, 4=Account Receivable)

Prefix The name prefix of the supplier contact. false false string(255) any
Suffix The name suffix of the supplier contact. false false string(255) any
Additional Name Field Any additional names of the supplier contact. false false string(255) any
First Name The first name of the supplier contact. false false string(255) any
Last Name The last name of the supplier contact. false false string(255) any
Full Name The full name of the supplier contact. false false string(255) any
Email The email address of the supplier contact. false false string(255) any
Work Phone The work phone number of the supplier contact. false false string(255) any
Mobile Phone The mobile phone number of the supplier contact. false false string(255) any
Fax Phone The fax number of the supplier contact. false false string(255) any
Notes A short note about the supplier contact. false false string(255) any
Created Date and Time Shows when the SIM record was created false false datetime YYYY-MM-DDTHH:MM:SS+HH:MM
Created-By id Coupa's unique identifier for the user. false false   any
Created-By Lastname, Firstname The full name of the created-by user. false false   any
Created-By email The email address of the created-by user. false false   any
Updated Date and Time Shows when the SIM record was last updated. false false datetime any
Updated-By id Coupa's unique identifier for the user. false false   any
Updated-By Lastname, Firstname The full name of the updated-by user. false false   any
Updated-By email The email address of the updated-by user. false false   any
custom-field-1 Integration Custom Field 1 false false string(255) any
custom-field-2 Integration Custom Field 2 false false string(255) any
custom-field-3 Integration Custom Field 3 false false string(255) any
custom-field-4 Integration Custom Field 4 false false string(255) any
custom-field-5 Integration Custom Field 5 false false string(255) any
custom-field-6 Integration Custom Field 6 false false string(255) any
custom-field-7 Integration Custom Field 7 false false string(255) any
custom-field-8 Integration Custom Field 8 false false string(255) any
custom-field-9 Integration Custom Field 9 false false string(255) any
custom-field-10 Integration Custom Field 10 false false string(255) any

 

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