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Coupa Success Portal

Lookup Values Import

Overview

The Lookup Values Import process read files from the ./Incoming/LookupValues/ SFTP folder. These files will be moved to the archive folder located at ./Incoming/Archive/LookupValues/ before being processed in alphanumeric order.

Unique Keys

Here are the keys used to look up and modify existing records, listed in order of priority.

  1. Exteneral Ref Code
  2. External Ref Num
  3. Name

Validations

  • External Ref Num can only be updated using External Ref Code to identify an existing record. If you update External Ref Num, then the External Ref Code will also get updated. 
  • Name can be updated using External Ref NumName can be used to update the anything else except External Ref Num or External Ref Code.

Lookup Values Columns

Column Name Description Req'd Unique Type Allowable Values
Name Lookup Value Name. Unique per Lookup and Parent TRUE TRUE string(255) any
Active Possible values Yes or No FALSE FALSE boolean Yes/No
Lookup Lookup Name. Must Exist in Coupa TRUE FALSE string(255) Must exist in Coupa
Description Description of Lookup Value FALSE FALSE string(255) any
External Ref Num Part of the External Ref Code. Unique per Lookup and Parent. FALSE TRUE string(255) any
External Ref Code Unique code to allow selection of lookup value FALSE TRUE string(255) any
Chart of Accounts If Lookup is used for dynamic accounting, restrict this lookup value to this single existing chart of accounts FALSE FALSE string(50) any
Parent External Ref Code For Hierarchical Lookup Values, this sets the parent element FALSE FALSE string(255) any
Default For Hierarchical Lookup Values, this is the Default for this level FALSE FALSE boolean Yes/No

 

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