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Coupa Success Portal

Users Import

Overview

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

  • Associated fields like Content Groups, Account Group Names, etc. must already exist. They will not be created through the users integration (CSV or API).
  • Integrations (CSV or API) currently supports only a full default account code. If only a portion of the default account code is used as a source field, the integration can query Coupa for any account that matches the partial account with a limit of 1.

Keys

  • Id
  • Employee Number
  • Login

Validations

You can update any field if you include Id. You can update Login using Employee Number. However, you cannot update Employee Number using Login. Coupa tries to create a new record with the login, and the integration will fail.

User Authentication

Methods that don't use standard Coupa credentials need to be configured in the customer instance before they are available as choices on a user record. These are case some sample values and their associated reference field:

  • LDAP - "ldap"  - The Login field is mapped to the LDAP sAMAccountName field
  • SAML - "saml" - The Sso Identifier field is mapped to the SAML NameID

User Columns

Column Name Description Req'd Unique Type Allowable Values
Id Coupa Unique User Id FALSE TRUE integer any
Login* Must be at least 2 characters TRUE TRUE string(255) any
Authentication Method Optional field to specify LDAP or SAML authentication if you have either of those enabled FALSE FALSE string(255) Coupa_Credentials, LDAP, SAML
Sso Identifier Identifier for SSO/SAML FALSE TRUE string(255) any
Email* User's email address TRUE TRUE string(255) any
First Name* User's first name TRUE FALSE string(40) any
Last Name* User's last name TRUE FALSE string(40) any
Employee Number User's employee number, often used for cross-referencing with the HR system FALSE TRUE string(255) any
Phone Work Your user's work phone number in the format xxx-yyy-zzzz. Intl numbers must be prefaced by a + sign and the country code. +aa xxx-yyy-zzzz FALSE FALSE string(255) any
Phone Mobile Your user contact's mobile number FALSE FALSE string(255) any
Account Security Type

Sets the type of account security.

  • 0 or blank: Full access
  • 1: Restricted to the user's default CoA
  • 2: Restricted to specific accoung groups
FALSE FALSE int(11) 0, 1, 2
Business Group Security Type

Sets the content groups for the user.

  • 0: Full access
  • 1: No content group restrictions
FALSE FALSE int(11) 0,1
Default Locale Enter in the 2 or 5 letters locale code FALSE FALSE string(10) See List of Valid Locales
Status Possible values are active or inactive. Inactive users cannot login. FALSE FALSE string(255) any
Remove Default Address Remove the default address for this user FALSE FALSE boolean Yes/No, True/False, Y/N, T/F
Contract Self Approval Limit The amount and currency code of the self approval limit in the form '1000.00 USD'. May also be the name of an already created approval limit or position. Setting this field will set Requisition Self Approval Limit, and Expense Self Approval Limit. FALSE FALSE string(255) any
Invoice Self Approval Limit The amount and currency code of the self approval limit in the form '1000.00 USD'. May also be the name of an already created approval limit or position. Setting this field will set Requisition Self Approval Limit, and Expense Self Approval Limit. FALSE FALSE string(255) any
Expense Self Approval Limit The amount and currency code of the self approval limit in the form '1000.00 USD'. May also be the name of an already created approval limit or position. Setting this field will set Requisition Self Approval Limit, and Expense Self Approval Limit. FALSE FALSE string(255) any
Requisition Self Approval Limit The amount and currency code of the self approval limit in the form '1000.00 USD'. May also be the name of an already created approval limit or position. Setting this field will set Requisition Self Approval Limit, and Expense Self Approval Limit. FALSE FALSE string(255) any
Self Approval Limit The amount and currency code of the self approval limit in the form '1000.00 USD'. May also be the name of an already created approval limit or position. Setting this field will set Requisition Self Approval Limit, and Expense Self Approval Limit. FALSE FALSE string(255) any
Contract Approval Limit The amount and currency code of the approval limit in the form '1000.00 USD'. May also be the name of an already created approval limit or position. FALSE FALSE string(255) any
Invoice Approval Limit The amount and currency code of the approval limit in the form '1000.00 USD'. May also be the name of an already created approval limit or position. FALSE FALSE string(255) any
Expense Approval Limit The amount and currency code of the approval limit in the form '1000.00 USD'. May also be the name of an already created approval limit or position. FALSE FALSE string(255) any
Requisition Approval Limit The amount and currency code of the approval limit in the form '1000.00 USD'. May also be the name of an already created approval limit or position. FALSE FALSE string(255) any
Approval Limit The amount and currency code of the approval limit in the form 1000.00 USD. May also be the name of an already created approval limit or position. Setting this field will set Requisition Approval Limit, Expense Approval Limit and Invoice Approval Limit. FALSE FALSE string(255) any
Generate Password And Notify User Set to Yes if you want the system to invite the user to the system and have them set up their password FALSE FALSE boolean Yes/No, True/False, Y/N, T/F
User Role Names If specifying more than one role name, use a comma to separate each name. Max 40 characters per role name. FALSE FALSE string User, Buyer, Accounts Payable, Central Receiving, Accounting Supervisor, Edit as Approver, Inventory Manager, and/or Admin.
Content Groups If specifying more than one content group, use a comma to separate each content group name. Max 100 characters per content group name. FALSE FALSE string any
Account Group Names Account groups that the user should have access to (for account-based document security) FALSE FALSE string any
Approval Group Names Approval groups that the user should belong to FALSE FALSE string any
Warehouses Warehouses FALSE FALSE string any
Inventory Organizations Inventory Organizations FALSE FALSE string any
Department Must match department name exactly. FALSE FALSE string(255) any
Approver Login Your user's next approver FALSE FALSE string(255) any
Default Chart of Accounts Name Default chart of accounts for this user. FALSE FALSE string(50) any
Default Account Code If the user has a particular account that he or she charges most purchases to, you can enter in a default account FALSE FALSE string(100) any
Default Account Code Segment-1 Default Account Code Segment-1 FALSE FALSE string(100) any
Default Account Code Segment-2 Default Account Code Segment-2 FALSE FALSE string(100) any
Default Account Code Segment-3 Default Account Code Segment-3 FALSE FALSE string(100) any
Default Account Code Segment-4 Default Account Code Segment-4 FALSE FALSE string(100) any
Default Account Code Segment-5 Default Account Code Segment-5 FALSE FALSE string(100) any
Default Account Code Segment-6 Default Account Code Segment-6 FALSE FALSE string(100) any
Default Account Code Segment-7 Default Account Code Segment-7 FALSE FALSE string(100) any
Default Account Code Segment-8 Default Account Code Segment-8 FALSE FALSE string(100) any
Default Account Code Segment-9 Default Account Code Segment-9 FALSE FALSE string(100) any
Default Account Code Segment-10 Default Account Code Segment-10 FALSE FALSE string(100) any
Default Account Code Segment-11 Default Account Code Segment-11 FALSE FALSE string(100) any
Default Account Code Segment-12 Default Account Code Segment-12 FALSE FALSE string(100) any
Default Account Code Segment-13 Default Account Code Segment-13 FALSE FALSE string(100) any
Default Account Code Segment-14 Default Account Code Segment-14 FALSE FALSE string(100) any
Default Account Code Segment-15 Default Account Code Segment-15 FALSE FALSE string(100) any
Default Account Code Segment-16 Default Account Code Segment-16 FALSE FALSE string(100) any
Default Account Code Segment-17 Default Account Code Segment-17 FALSE FALSE string(100) any
Default Account Code Segment-18 Default Account Code Segment-18 FALSE FALSE string(100) any
Default Account Code Segment-19 Default Account Code Segment-19 FALSE FALSE string(100) any
Default Account Code Segment-20 Default Account Code Segment-20 FALSE FALSE string(100) any
Default Currency* Enter in the 3-digit currency code TRUE FALSE string(6) any
Pcard Name If the user has a purchasing credit card, you can enter in the person's name on the card FALSE FALSE string(255) any
Pcard Number Enter in the purchasing credit card's number FALSE FALSE string(255) any
Pcard Expiration Enter in the purchasing credit card's expiration date FALSE FALSE string(255) any
Pcard Cvv DEPRECATED NO LONGER SUPPORTED FALSE FALSE string(255)  
Default Address Location Code For shipping address, enter in location code FALSE FALSE string(255) any
Default Address Street 1 For shipping address, enter in street address line 1 FALSE FALSE string(100) any
Default Address Street 2 For shipping address, enter in street address line 2 FALSE FALSE string(100) any
Default Address City For shipping address, enter in city FALSE FALSE string(50) any
Default Address State For shipping address, enter in state FALSE FALSE string(50) any
Default Address Postal Code For shipping address, enter in postal code FALSE FALSE string(50) any
Default Address Country Code For shipping address, enter in country code FALSE FALSE string(4) any
Default Address Attention For shipping address, enter in Attention line FALSE FALSE string(255) any
Default Address Name For shipping address, enter in address nickname FALSE FALSE string(255) any
Mention Name Mention Name FALSE TRUE string(255) any
Purchasing User Purchasing User License FALSE FALSE boolean Yes/No, True/False, Y/N, T/F
Expense User Expense User License FALSE FALSE boolean Yes/No, True/False, Y/N, T/F
Sourcing User Sourcing User License FALSE FALSE boolean Yes/No, True/False, Y/N, T/F
Inventory User Inventory User License FALSE FALSE boolean Yes/No, True/False, Y/N, T/F
Contracts User Contracts User License FALSE FALSE boolean Yes/No, True/False, Y/N, T/F
Receive Coupa Emails Possible values are Yes or No. If yes, the person will receive updates from Coupa Service Delivery and Operations on any announcements FALSE FALSE boolean Yes/No
Limit Showing of DataTable Views Do now allow user to create datatable views FALSE FALSE boolean Yes/No, True/False, Y/N, T/F
Edit Invoice On Quick Entry Edit invoice button route user to fast entry screen FALSE FALSE boolean Yes/No, True/False, Y/N, T/F

List of Valid Locales

en, tr, ja, cs, es, da, de-AT, de-CH, de, en-AU, en-CA, en-GB, en-IE, en-ZA, es-CO, es-MX, es-PR, fi, fr-BE, fr-CA, fr-CH, fr, hu, it-CH, it, ko, nl-BE, nl, no, pl, pt-BR, pt, ru, sv, zh-CN, zh-TW, zh-HK, en, tr, ja, cs, es, da, de-AT, de-CH, de, en-AU, en-CA, en-GB, en-IE, en-ZA, es-CO, es-MX, es-PR, fi, fr-BE, fr-CA, fr-CH, fr, hu, it-CH, it, ko, nl-BE, nl, no, pl, pt-BR, pt, ru, sv, zh-CN, zh-TW, zh-HK

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