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Coupa Success Portal

Integration Contacts and What Customers Need to Know

When a supplier uploads a CSV file, Coupa offers the option for you or your supplier to receive a notification email with details if that upload fails.

Follow these steps to get started.

  1. Request sFTP login credentials for the supplier using a Coupa support ticket. You’ll provide these credentials to the supplier so that they can connect to the sFTP and drop the file.

    • The support ticket should include the following details: supplier name, supplier contact info, what file the supplier will be sending in.
  1. The supplier record must be active in Coupa and the supplier has to have been invited and linked to the Coupa Supplier Portal. This ensures that there is a Supplier User tied to your instance.

  2. Next, you need to create a new Integration. Go to Setup > Integrations > Create. You’ll need to provide the following:

  3. Finally, you’ll need to create the Integration Contact. Go to Setup > Integrations > Integration Contacts > Create.

    • Integration Name: Use this field to look up the specific integration (which you created in Step 3)

    • Alert Type: Use this field to select the type of alert that should generate an email notification.

    • There are two types of alerts:

      • Functional: business-process issues that should be addressed by approvers or power users

      • Technical: technical issues that should be addressed by Coupa admins or the IT department

    • Contact Type   Use this field to specify the type of contact in Coupa to notify when there's an error with the integration. They must already exist in Coupa, and be one of these types: User, Group, or Supplier

    • User or Supplier Name - Use this field to specify the name of the user, approval group, or supplier. Coupa looks up the value depending on the contact type.

    • Group: - Info on creating a group in Coupa can be found here.

    Once you have the Integration Contact created, you or the supplier will receive a notification when there’s an error with the file upload. When you click on the Error, you’ll get taken to your Coupa instance where you can see exact error details.