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Coupa Success Portal

Getting Started

Overview

Through the use of Common Flat File formats customers can quickly develop and deploy flat files to transfer records to and from other applications.

Details follow on how to use this common format for bringing data into and out of Coupa. How you may handle custom fields for both import and export is also described. 

Import (Data from CSV to Coupa)

Custom fields and values in the CSV file enables data transfer and load to custom fields in Coupa. These can be customized in the individual customer's integration configurations. For inbound files the columns on these fields should be the 'prompt name' of the custom field in Coupa. Any custom fields that are not mapped to custom field in the instance should be omitted from the file.

Export (Data from Coupa to CSV)

Custom fields on the exported CSV files allow additional data to be included in the outbound CSV file. The main use of the custom fields on the CSV is to pull in data from Coupa's custom fields, but it can also be used to pull data from related objects not included in the default output format.

 

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