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Coupa Success Portal

Risk Assess Supplier Sync

Introduction

In R29, Coupa introduced a one-time sync of suppliers from Coupa Enterprise Supplier Record to Risk Assess. This sync serves as the initial seeding from the CE Supplier Record to Risk Assess as part of an ongoing process to improve suite synergy between Coupa applications. All suppliers that are synced into Risk Assess come with a new status of "Ready to Activate."

This enhancement helps customers to reduce their efforts to get existing supplier records in Coupa Core to Risk Assess, saving our customers valuable time and improving the quality of data across Coupa.

How it works

Enable supplier sync

To enable supplier sync from Coupa Core to Risk Assess, log into Risk Assess and go to Admin > Company Information and Settings. Click the Edit button and set the Supplier Sync field to Enabled. Now, all suppliers currently available in the Enterprise Supplier Record, automatically creates a record for that supplier in Risk Assess.

cra-supplier sync.png

Any new suppliers created in Enterprise after the initial sync are not automatically synced. To sync new suppliers after the one-time sync has run, a support ticket needs to be created to disable and re-enable the one-time sync to run again.

Initial Fields

  • Supplier Name
  • Proxy ID
  • Internal Account Manager
  • External Supplier Manager

New Status

All suppliers synced from Coupa Core to Risk Assess have a new status called “Ready to Activate”. Users must update this status to “Active” to run rules and programs.  

Supplier sync errors

If issues arise during the supplier sync process, Risk Assess administrators may diagnose the issue on the new Supplier Sync Errors page. Go to Admin > Migration Utilities > Supplier Sync Errors to access this page.

cra-enterprise-sync-errors.png

Here, you can view the following to help you diagnose supplier sync errors:

  • Name of the supplier
  • ProxyID of the supplier
  • Name of the specific Error
  • Message relevant to the error
  • The Date the error was created

You may also click the Export to Excel button at the top-left portion of the grid. This allows you to download the list of errors so that you can easily read and share it with others.

Risk Assess needs to be enabled and configured to Coupa for these features to work successfully. See Risk Assess Single Sign-On (SSO) for more information. 

Availability

This enhancement is available for Risk Assess customers with a Coupa Core license. It is off by default. If you want to get Risk Assess, contact your Coupa representative.

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