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Coupa Success Portal

Create or Update Your Profiles

In the CSP, you have a public profile and you can have specific profiles for your customers that you are connected with through the CSP.

You can view and update your public and customer-specific profiles from the Home page or the Profile page.

Some sections are labeled as private and cannot be seen from the CSP. Financial information (for example, your tax ID, DUNS, and remit-to addresses) are considered private information. This information appears only on documents that you create through the CSP, for example, on invoices.

Update your public profile

Anyone can find and connect with you through your public profile.

Your public profile is created when you create your account and it contains general information about your company, for example, name, logo, website, industry, year of establishment, top commodities, currencies, diversity, and corporate social responsibility rating (on the Home and Profile / Public Profile pages), the link to your public profile (on the Home page), and contact information (on the Profile / Public Profile page).

csp12_public_profile.png

Profile progress

At the top of the Home page, you can see your profile progress/completeness. 

The following table shows the profile completeness stages.

Profile Progress Bar Color Message

Red

Action needed: Complete your profile to get paid faster and get discovered.

Blue

Recommended: Complete your profile to get paid faster and get discovered.

Green

Great job! A complete profile helps you get paid faster and get discovered.

Next to the progress bar, the Last Updated field shows how long ago the profile was updated, for example, 2 minutes ago or 10 days ago.

The following table shows the color of the progress bar depending on the age of the profile.

Percentage of Completeness Last Updated < 1 Year Ago Last Updated 1-2 Years Ago Last Updated > 2 Years Ago
< 50% Red Red Red
50% - 80% Blue Blue Red
80% - 100% Green Blue Red

The Learn More link next to the profile progress message opens the Get Discovered with a Complete Public Profile popup with tips and information on the benefits of a complete public profile.

learn_more_profile_update_popup.png

Clicking Update Profile opens your public profile for editing.

Profile summary

Under the section about your profile progress, you can see an actionable profile summary, which shows the number of legal entities and registered users based on the information provided in your profile, and the number of connected users, that is, the number of customers linked to your profile.

Clicking on the View link under Legal Entities takes you to the Admin / Legal Entity Setup page where you can add, update, or deactivate legal entities.

Clicking on the View link under Registered Users directs you to the Admin / Users page where you can invite new or manage existing users.

The profile summary also indicates if you have (checkmark.png) or have not (reject_2.png) provided banking and diversity information, if you accelerate orders/invoices, and if you have a bribery policy.

Profile information

To improve your progress by updating your profile, click on the:

  • Improve Your Profile button on the Home page next to the section about your profile progress.

  • Update Profile button in the Get Discovered with a Complete Public Profile popup.

  • Edit Profile button on the Profile page after selecting Public Profile from the drop-down list.

csp_publicprofile_edit.png

Fill in the following fields:

Setting Description
General Information
*Name Your company's name.
Logo Select an image to upload as your company's logo.
Profile Background Select an image to upload as the profile background.
Industry Select your industry from the drop-down list.
Year Established Enter the year when your company was established.
Short Description Add a short description of your company.
Full Description Add a full description of your company.
Registered Users Add registered users by inviting them. For more information, see Manage Users.
Website Enter your company's website.
LinkedIn Profile, Facebook Profile, Twitter Profile Enter the relevant link(s) to your company's social media profile(s).
Address
Address Lines 1 and 2, City, State, Postal Code, Country Enter your company's address.
Primary Contact
*First Name, *Last Name, *Email Enter the name and email address of your company's primary contact. 
Work Phone, Mobile Phone, Fax Number Enter the relevant phone number(s).
PO Delivery Email Enter the email address where you want to receive your customers' purchase orders.
Business Details
Company Size

Select a range from the drop-down list to show the size of your company. Available options: self-employed, 2-9, 10-49, 50-99, 100-249, 250-499, 500-999, 1000-5000, and 5000+ employees.

This is private information and not published to your public profile.

Top Commodities Select your top five UNSPSC Level 2 (Family) categories from the drop-down.
Bribery and Corruption Policy

Select the relevant radio button:

  • Yes, we have a policy
  • No
Policy for Bribery and Corruption If you selected Yes, type in or copy and paste your policy.
Diversity

Select a country along with a diversity type from the drop-down lists to indicate if your business has a diversity ownership. Available options:

United States

  • Small business concern
  • Minority-owned business
  • LGBT-owned business
  • Women-owned business
  • Disabled veteran-owned business
  • Veteran-owned business
  • Native American-owned business
  • 8(a)-certified small business
  • Disadvantaged-owned business
  • HUBzone-certified business

Outside of the US

  • Other diversity ownership
  • Australia - Indigenous-owned business
  • Canada - Aboriginal and minority supplier
  • South Africa - Black-owned business

None

Diversity Certificates Attach one or more diversity certificates.
Corporate Social Responsibility Rating

Select a rating agency if applicable. Available options:

  • CSRHub
  • MSCI Inc.
  • Truvalue Labs
  • EcoVadis
  • Scope 5
  • EnergyStar
  • Inoxico (South Africa)
  • D&B
  • LexisNexis
  • Workato
  • Ecodesk Horizon
  • RBA
  • IntegrityNext
  • WBCSD's
  • GreenSeal
  • GFSI
  • Other 
Financial and Legal Information
Accelerate Indicates if Coupa Static Discounting is enabled or disabled. Click on the Edit Preferences link to modify your early payment discount preferences. For more information, see Set Coupa Static Discounting Preferences.
Currencies Select all the currencies that you prefer.
DUNS Number

Enter your Data Universal Numbering System (DUNS) number.

This is secure information and is not published to your public profile.

Legal Entity subsection

Lists all your existing legal entities allowing you to manage them or add new ones directly from this page.

If you have three or more legal entities, they are collapsed. To view their details, click on the Down arrows.

Clicking on the Add Legal Entity button directs you to the Legal Entity Setup page. For more information, see Set up Legal Entities.

Reuse your customer-specific profile information in your public profile

When you receive a supplier information form request from your customer to create or update your profile, you can copy/save the provided information to your CSP public profile. After submitting your supplier information for approval, click Yes, Copy to Profile in the appearing popup window. 

Your existing CSP profile data is overwritten with the data you provided in the supplier information form only when you save the form.

sim_saveto_csp_public_profile.png

You are directed to the Public Profile edit page where the following fields are automatically populated (and highlighted in yellow) based on the provided information: Name, Industry, Full Description, Website, Bribery and Corruption Policy, Address (all fields), Primary Contact (all fields), PO Delivery Email, and DUNS number. Save your profile to confirm the updates.

Update and reuse your public profile information in your customer-specific profile

Keep your information accurate and up to date for each of your customers.

Depending on your customers' settings, your customer-specific profile changes may update the information that your customers have.

To update your customer-specific profiles, go to Profile > Your Customer Profiles. To manage a specific profile, select the customer name from the Profile drop-down list. If you do not see the customer you are looking for, it means that you are not connected to them yet. You cannot see them in the Select Customer drop-down list on the Orders, Service/Time Sheets, ASNInvoices, Catalogs, and Payments pages either.

If any of your customers uses a supplier information form, and you update information in your CSP public profile, you are prompted to update your customer profile if you have any supplier information form requests. You can update your profile also for customers that do not use a supplier information form by requesting help from those customers' supplier account owners.

After editing and saving your public profile, you can see a green banner notifying you about your profile update status, for example: "Your company info was successfully updated on your Public Profile and 2 customer profiles." 

Depending on whether your customer profile is for a customer using supplier information forms or not, you can also see popups with various information and instructions.

Customer profile update with supplier information form

The popups depend on the following scenarios:

  • One or multiple supplier information customer profiles that are new/blank (not filled out) or saved (filled out and saved).

  • One or multiple supplier information customer profiles that are filled out and submitted for approval, or approved and applied.

In the Action Needed: Update Customer Information popup, you are informed if you need to edit a specific form and provide more information (due to the differences between the public profile fields and the customizable customer profile fields), or if you can submit the form for approval as is.

Click on the Open button to open your customer profile for editing with fields (highlighted in yellow) pre-populated based on your public profile.

You can see this page also for other customers using supplier information forms if you select them from the Profile dropdown. 

Add the missing information and submit your form for approval.

If you make changes, you are asked if you want to save the new information to your public profile. For more information, see Reuse your customer-specific profile information in your public profile.

Click on the Show changes link to see the information that populated the fields before they were updated with information from your pubic profile.

If you try to submit your form for approval before it is approved, you are informed in a red banner that it is pending approval. To update your profile, you need to withdraw the request and resubmit your changes.

If you close the popup, you can open it any time from your Notifications by clicking on the Update information requests notification. For more information, see View and Manage Notifications.

Customer profile update without supplier information form

In the Action Needed: Update Customer Information popup, in the yellow banner, you are informed that you need to contact one or more customers directly to update your customer profiles for them. 

Click on the show details link to see the names of customers that you need to contact. Clicking on a name allows you to email directly to the customer's supplier account owner who can help you with updating your profile.

If you select a customer from the Profile dropdown on Your Customer Profiles page, you can see a yellow banner with instructions depending on whether your customer provided one, more, or no supplier account owners.

If the customer provided supplier owner contact information, you can email them directly by clicking on the email address (one contact email) or on the send them an email link (more email addresses).

If your customer did not provide a supplier owner contact (email), you cannot contact them from this popup. You need to contact them through the same channel(s) as before.

If your customer does not use a supplier information form, depending on their settings, you might be able to see the Edit button and edit your customer profile.