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Coupa Success Portal

Manage Merge Requests

Introduction

Your company may have more than one account/profile in the CSP. This can happen when several users from the same company register or are invited to the CSP through different email addresses.

Accounts with the same email address are merged automatically (regardless of which invite message you use to create your account, since both invites are sent to the same email address).

Account merges cannot be undone. Use caution when merging accounts and be sure to verify that the account you are merging with is part of your organization.

Merge suggestions

The suggestions to merge accounts are based on email domain. For example, all the users with the @example.com domain get suggestions to merge. Merge suggestions appear in the right-hand column on the Home page.

If you know that a suggestion is invalid, click on the Remove button and you will not see the request again.

To merge accounts

If you want to merge an account, click on the Request Merge button and select an account to be the parent account and add a note.

Account merges cannot be undone. Use caution when merging accounts and be sure to verify that the account you are merging with is part of your organization.

csp_merge_request_r31.png

Selection Description
*Account Owner / My Account

This causes the other account to be merged into your company account. The other user's company account is removed.

You continue to be the administrator for the merged company account, and the previous administrator becomes a regular user in the merged account. You can make them an administrator if you want. For more information, see Manage Users.

*Account Owner / Their Account

Your company account is removed. The other user's company account becomes the only company account.

You can no longer be the account administrator, but the administrator of the existing account can choose to make you an administrator of the merged account.

*Note Add a note about the merge request, for example, the reason for the account merge.

You can also search for a specific account to merge, for example, if the account is not listed or the list is too long to search for the specific account that you want. Clicking on the Click here link takes you to the Admin Merge Requests page. You can access this page also by clicking on the Admin tab on the main menu and on the Merge Requests link on the left.

CSP_initiate_merge_request_r30.png

Provide the email address of the account you want to merge, and click Request Merge.

You can see purchase orders and create invoices for both supplier records after selecting a customer from the Select Customer drop-down.

Merge behavior

When you merge accounts, you select the account that becomes the account owner. After the accounts merge, in most cases, the new account owner can administer data from both their account and the merged account, while the owner of the merged account can only administer data that originally existed in the merged account. You can see more information in the table below.

In this example, Supplier A and Supplier B merge accounts, with Supplier A becoming the account owner. When the CSP merges the accounts, it uses the following merge rules:

Element Supplier A Supplier B
Account settings Uses Supplier A's settings. Uses Supplier B's settings.
Connected customers Can administer both Supplier A's and Supplier B's customers. Can only administer Supplier B's customers.
Connection requests Both Supplier A's and Supplier B's connection suggestions display on the Request a Customer Connection screen. If the same customer was approved in one account and rejected in the other account, the approved connection displays, regardless of which account was approved or rejected.
Discount preferences (global) Supplier A's settings are used.
Discount preferences (customer-specific) Supplier A can administer and assign both Supplier A's and Supplier B's discount preferences. Can only administer and assign Supplier B's discount preferences.
Legal entities Supplier A can administer and assign both Supplier A's and Supplier B's legal entities. Can only administer and assign Supplier B's legal entities.
Public profile Supplier A's profile displays.
Remit-to accounts Can administer both Supplier A's and Supplier B's remit-to accounts. Can only administer Supplier B's remit-to accounts.
Users Can administer both Supplier A's and Supplier B's users. Can only administer Supplier B's users

When you select either your account or the other account to be the account owner, the CSP shows you a visual representation of who controls what data after the merge.

 CSP_merge_request_chart_data_r31.png

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