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Coupa Success Portal

Create SFTP Accounts

You can create and manage your SFTP accounts for loading invoices for your customer(s) that have not disabled this feature.

Before starting to create SFTP accounts, ensure that your customers support invoicing and this functionality.

Click on the Admin tab on the main menu. On the left of the Admin page, click on the SFTP Accounts link.

On the SFTP Accounts page, select a customer and click Create.

You can create only one account for each customer.

create_sftp_account.png  

On the appearing Create sFTP Account page, you can choose the file with your own SSH public key to upload, or you can create the account and Coupa generates a password for you.

choose_ssh_key_file_create.png

The SFTP account is created.

If a password is generated for you, you can see it in the Password field.

regenerate_sftp_account_password.png

Write down your password because it is not revealed when you view your account.

The newly created account is listed in the sFTP Accounts table with username and hostname. The username is generated automatically and cannot be modified.

Your customers can provide instructions to help you. If they do, you can see those on the sFTP Accounts page above the table.

sftp_account_created.png

Click on the username link to view details of the SFTP account, including the history.

view_sftp_account.png

You can also edit the account by clicking on the Edit (edit.png) icon in the Actions column. You can upload SSH keys (one for each of your customers) to replace previous keys, or you can regenerate passwords.

edit_sftp_account.png

When you have an SFTP account and password, you can start uploading your invoices.

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