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Coupa Success Portal

Onboarding Portal Suppliers in Coupa

To set up a supplier to use the Coupa Supplier Portal (CSP):

  1. Identify the supplier(s) that will be using the CSP.
  2. Send out a notification to the suppliers using the Awareness of Transition email template. See Notifications (Coupa) and View and Manage Notifications (CSP).
  3. Update the supplier profile.
  4. In Coupa, click Suppliers.
  5. Click on the Edit (pencil) icon next to the supplier you want to edit.
  6. In the Supplier Contact section, ensure that the following fields are filled out.
    • First Name
    • Last Name
    • Email - Email addresses must be unique for each supplier record.

The CSP invitations cannot be sent without the First Name, Last Name, and Email fields populated. If a supplier has multiple supplier records, they can be merged in the CSP. For more info, see Merging Multiple Supplier Portal Accounts.

  1. In the Primary Address section, fill out the address information for the supplier.

The primary address is not the same as the remit-to address that must be added by the supplier in the CSP.

  1. In the Invoicing section, you can edit the supplier's permissions within the CSP.
  2. Invite the supplier to join the CSP:
    • In the Coupa Supplier Portal section, select the Invite to Coupa Supplier Portal checkbox.
    • From the Suppliers table in Coupa, click on the Invite to Supplier Portal (envelope) icon to send an invitation to the desired supplier(s).
  3. Provide supplier training, as needed.