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Coupa Success Portal

New and Import Buttons

Most tables have a button for entering data.




New: Enter data manually into Coupa Treasury.

New (split): Click New to enter data manually or click the down arrow and select Import to open the Import dialog.

Import: Open the Import dialog.

The New button opens the form for entering new data. For mandatory fields, check the Coupa Treasury help page.


Some forms have sections with arrow buttons. Click the arrow button to expand that section of the form.


For more about the Import function, see Import Data.

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