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Coupa Success Portal

Accounts Import

Overview

The Accounts Import process read files from  ./Incoming/Accounts/ in the SFTP.  These files will be moved to the archive folder located at ./Incoming/Archive/Accounts/  before being processed in alphanumeric order. Due to a flattened record structure, delta (change only) files are preferred.

Validations

  • Chart of Accounts needs be created and active in Coupa.
  • There cannot be 'gaps' in an account string. An account with Segment-1 and Segment-3 set, but not Segment-2 will return an error. If this situation cannot be avoided, a text value like 'NULL' can be used as the Segment-2 value.  It would likely require modifications to other business processes or objects.

Account Columns

Column Name Description Req'd Unique Type Allowable Values
Name This is the nickname for the account. Users can view and search against this field through the user interface. FALSE FALSE string(1024) any
Active* A false value will inactivate the account making it no longer available to users. A true value will make it active and available to users. TRUE FALSE boolean Yes/No, True/False, Y/N, T/F, 0/1
Chart of Accounts* Chart of Accounts Name. Must exist in Coupa TRUE FALSE string(50) Must exist in Coupa.
Segment 1* Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) TRUE FALSE string(100) any
Segment 2 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 3 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 4 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 5 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 6 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 7 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 8 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 9 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 10 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 11 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 12 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 13 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 14 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 15 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 16 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 17 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 18 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 19 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
Segment 20 Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) FALSE FALSE string(100) any
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