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Coupa Success Portal

Release 20 Flat File (CSV) Loader Changes

All columns are new unless otherwise specified.

Approval Chain

Column Name Description Req'd Unique Type Allowable Values Feature
Maximum Approval Limit Maximum Approval Limit FALSE FALSE decimal(32,4) any Approval Limit Enhancements

Contract

Column Name Description Req'd Unique Type Allowable Values Feature
Legal Agreement Legal Agreement File Name FALSE FALSE string(255) any MS Word Upload/Download
Default Account Type for Supplier Invoice Default Account Type for directly submitted invoices FALSE FALSE   any  
Attachment 1 Attachment 1 FALSE FALSE   any MS Word Upload/Download
Attachment 2 Attachment 2 FALSE FALSE   any MS Word Upload/Download
Attachment 3 Attachment 3 FALSE FALSE   any MS Word Upload/Download
Attachment 4 Attachment 4 FALSE FALSE   any MS Word Upload/Download
Attachment 5 Attachment 5 FALSE FALSE   any MS Word Upload/Download
Attachment 6 Attachment 6 FALSE FALSE   any MS Word Upload/Download
Attachment 7 Attachment 7 FALSE FALSE   any MS Word Upload/Download
Attachment 8 Attachment 8 FALSE FALSE   any MS Word Upload/Download
Attachment 9 Attachment 9 FALSE FALSE   any MS Word Upload/Download
Attachment 10 Attachment 10 FALSE FALSE   any MS Word Upload/Download
Expires This column is now required

Expense Mileage Data (NEW)

Column Name Description Req'd Unique Type Allowable Values Feature
Country Country FALSE FALSE   any Advanced Mileage Reimbursement
Region Region FALSE FALSE   any Advanced Mileage Reimbursement
Vehicle Type Vehicle Type FALSE FALSE   any Advanced Mileage Reimbursement
Effective Date Effective Date FALSE FALSE   any Advanced Mileage Reimbursement
Currency Currency FALSE FALSE   any Advanced Mileage Reimbursement
Base Rate Base Rate FALSE FALSE   any Advanced Mileage Reimbursement
Rate 2 Rate 2 FALSE FALSE   any Advanced Mileage Reimbursement
Rate 3 Rate 3 FALSE FALSE   any Advanced Mileage Reimbursement
Rate 4 Rate 4 FALSE FALSE   any Advanced Mileage Reimbursement
Rate 5 Rate 5 FALSE FALSE   any Advanced Mileage Reimbursement
Passenger Rate Passenger Rate FALSE FALSE   any Advanced Mileage Reimbursement
Expiry Date Expiry Date FALSE FALSE   any Advanced Mileage Reimbursement

Invoices

The invoices CSV loader utilizes multiple headers rows, listed below.

Invoice Header

Column Name Description Req'd Unique Type Allowable Values Feature
Payment Order Reference A code given by banks to use it instead of a bank account transfer. FALSE FALSE string(255) any
Dispute Resolution Credit Note Number This is the reference to a full adjustment credit note which has been processed to balance disputed invoice identified by Disputed Invoice Number field. FALSE FALSE string(40) any
Improved Credit Note tie-in to related invoice

Invoice Line

Column Name Description Req'd Unique Type Allowable Values Feature
UNSPSC UNSPSC FALSE FALSE string(255) any Mexico Compliant Invoicing

Remote Approver (REMOVED)

This object was removed.

Tax Code

Column Name Description Req'd Unique Type Allowable Values Feature
Tax Rate Exempt? Used to map the tax code to a tax rate and tax rate type. This determines if a tax code is for an exempt tax rate FALSE FALSE boolean Yes/No Withholding Tax
Tax Rate Reverse Charge? Used to map the tax code to a tax rate and tax rate type. This determines if a tax code is for a reverse charge tax rate FALSE FALSE boolean Yes/No Withholding Tax
Enterprise Name Name of the enterprise that this tax code belongs to FALSE FALSE string(100)

Must be active in Coupa

Withholding Tax
Supplier Name Used to map withholding taxes to a supplier FALSE FALSE string(100) any Withholding Tax
Is Withholding? Is Withholding? FALSE FALSE boolean Yes/No Withholding Tax
Subtract from Gross Withhold from Supplier? FALSE FALSE boolean Yes/No Withholding Tax
Country Code Support for this column was removed.

Tax Rate

Column Name Description Req'd Unique Type Allowable Values Feature
Reverse Charge Determines tax rate is reverse charge or not FALSE TRUE boolean any Withholding Tax

Default Locale

Column Name Details
Default Locale New locales added: en-ME, en-PH,

Service/Time Sheets (Work Confirmations) (NEW)

The Service/Time Sheets CSV loader utilizes multiple headers rows, listed below. All fields added as part of Service/Time Sheet Loader. See Service/Time Sheets Import for details about the new loader.

You can also find this integration object in your Coupa instance at:
https://{your_instance}/integration_documents/bulk_show/WorkConfirmation::Header

Service Time/Sheet Header

Column Name Description Req'd Unique Type Allowable Values
Service/Time Sheet Header Specifies the type of row FALSE FALSE string(255) Service/Time Sheet Header
PO Number PO number of the associated PO FALSE FALSE string(20) any
Supplier Name Supplier site name FALSE FALSE string(100) any
Supplier Number Used to cross-reference the supplier number from your financial system FALSE FALSE (string255) any
External Reference External Reference FALSE FALSE string(255) any

Time Sheet Line

Column Name Description Req'd Unique Type Allowable Values
Time Sheet Line Specifies the type of row FALSE FALSE string(255) Time Sheet Line
PO Line Number Line number of the associated PO line FALSE FALSE string(20) any
Week Start Date Date when the work began. Can't be in the future. FALSE FALSE date Can't be future
Day 1 Hours worked. Sum of hours for all days must be greater than zero. FALSE FALSE decimal(30,3) any
Day 2 Hours worked. Sum of hours for all days must be greater than zero. FALSE FALSE decimal(30,3) any
Day 3 Hours worked. Sum of hours for all days must be greater than zero. FALSE FALSE decimal(30,3) any
Day 4 Hours worked. Sum of hours for all days must be greater than zero. FALSE FALSE decimal(30,3) any
Day 5 Hours worked. Sum of hours for all days must be greater than zero. FALSE FALSE decimal(30,3) any
Day 6 Hours worked. Sum of hours for all days must be greater than zero. FALSE FALSE decimal(30,3) any
Day 7 Hours worked. Sum of hours for all days must be greater than zero. FALSE FALSE decimal(30,3) any

Day 1 is always the first day of the week. Currently, it's always Sunday, but in future releases, the actual day (Sunday, Monday, etc) of Day 1 could be determined by your locale.

Service Line

Column Name Description Req'd Unique Type Allowable Values
Service Line Specifies the type of row FALSE FALSE string(255) Service Line
Price For service quantity lines, must match the PO's line. For service amount lines, can be any valid amount. FALSE FALSE decimal(30,6) any
Currency Must match the PO line's currency code FALSE FALSE string(6) any
Quantity For amount-based lines, must be blank FALSE FALSE decimal(30,6) any
Actual Completion Time and date of when the work was completed FALSE FALSE datetime any
UOM For service quantity lines, Must match the PO line. For service amount lines, must be blank. FALSE FALSE string(100) any
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