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Coupa Success Portal

Release 23 Flat File (CSV) Loader Changes

Introduction

This list shows the changes we've made to our flat file (CSV) loaders across the Coupa platform. Unless otherwise stated, all columns are new.

If a column name is labeled as hidden this means the column is available for use in the loader, but it is not included in the template. To use hidden columns they need to be manually added to the CSV file that will be loaded.

New loader objects

These are the new loader formats in R23:

Easy forms (new)

Added as part of R23 Forms Enhancements.

Column Description Hidden Req'd Unique Type Allowable Values
Form Form false false false   any
Name* Name for the easy form false true true string(255) any
Type* Type of the easy form false true false string(255) any
Action* Action for the easy form false true false string(255) any
Content Groups Easy form content groups separated by a semicolon false false false   any
Description Description of the easy form false false false string(255) any
Auto Approve Easy form auto approve. Possible values are yes or no false false false boolean any
Auto Apply Easy form auto apply. Possible values are yes or no false false false boolean any
Design Element Design Element false false false   any
Type* Type of the object field false true false   any
Sub Type Sub Type. Can be set only for SIM Contact true false false   any
Alignment Alignment of the design element. Possible values are vertical or horizontal false false false   any
Text Text of the design element false false false   any
General Field General Field false false false   any
Label Label of the object field false false false   any
Reporting Name* Reporting name of the general field false true false   any
Hint Hint of the object field false false false   any
Required If this object field is currently required or not false false false   any
Encrypted If this object field is currently encrypted or not false false false   any
Options General field options can be set only for radio buttons widget false false false   any
Object Field Object Field false false false   any
Ignore Content Group Restrictions Object field ignore content group restrictions can be set only for content groups widget false false false   any
Default Value Default value for the object field false false false   any

Inventory balance lot (new)

Added as part of Lot on Hand Balance Loader.

Column Description Hidden Req'd Unique Type Allowable Values
Balance Type of row - Balance false false false   any
Item Number Item Number false false false   any
Item Name Item Name false false false   any
Warehouse Warehouse Name false false false   any
Aisle Warehouse Location Aisle false false false   any
Bin Warehouse Location Bin false false false   any
Level Warehouse Location Level false false false   any
Quantity Quantity false false false   any
UOM Unit of Measure false false false   any
Price Price false false false   any
Currency Currency false false false   any
Lot Lot false false false   any
Lot Number Lot Number false false false   any
Expiration Date Lot Expiration Date false false false   any

Legal payment receipt (new)

Added as part of Coupa Pay.

Column Description Hidden Req'd Unique Type Allowable Values
Legal Payment Receipt Legal Payment Receipt false false false   any
UUID CFDI UUID false false true string any
Document Date CFDI Document Date false false false dateTime any
Payment Received Date Payment Received Date false false false dateTime any
Amount Amount false false false decimal any
Currency Currency Code false false false Currency any
Check Number Any kind of identification number which identifies the payment false false false string any
Buyer Bank Name Buyer Bank Name false false false string any
Buyer Bank Reference Buyer Bank Reference false false false string any
Supplier Bank Reference Supplier Bank Reference false false false string any
Form of Payment Form of Payment false false false string any
Buyer Account Number Buyer Account Number false false false   any
Supplier Account Number Supplier Account Number false false false   any
Supplier Tax Number Supplier Tax Number false false false string any
Buyer Tax Number Buyer Tax Number false false false string any
Invoice Payment Receipt Invoice Payment Receipt false false false   any
Document UUID Document UUID false false false   any
Exchange Rate Exchange Rate false false false   any
Payment Method Payment Method false false false   any

Updated loader objects

These are the existing loader formats that were updated in R23:

Addresses

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Line 3 Street Line 3 of the address true false false string(100) any Future compatibility
Line 4 Street Line 4 of the address true false false string(100) any Future compatibility

Invoice header

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Exempt from Tax? Used for compliant invoicing to specify line is exempt from taxes false false false   any Support multiple tax lines on charges section of invoices
Reverse Charge? Used for compliant invoicing to specify tax is a reverse charge false false false   any Support multiple tax lines on charges section of invoices
Line Nature of Tax Line Nature of Tax false false false   any Italy clearance model - inbound invoices
Customer Accounting? Used to specify if tax is customer accounting false false false   any Customer accounting rate for Singapore

Remit to address

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
External Src Ref External Src Ref false false false string(255) any  
External Src Name External Src Name false false false string(255) any  
Supplier Number Now a required field  

Supplier

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Default Locale Will accept any valid locale short code i.e. en, en-GB, fr, fr-CA, etc. false false false string(255) any 23.0.0 Resolved issue
Payment Method New allowable values: "invoice", "pcard", "invoice_only", "pcard_only". Coupa Pay

Supplier Risk Aware Feed

Field name Change Feature
Supplier Name No longer a required field Resolved issue in 23.0.0.
Supplier Number No longer a required field Resolved issue in 23.0.0.

Tax Code

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Tax Rate Customer Accounting? Used to map the tax code to a tax rate and tax rate type. This determines if a tax code is for a customer accounting tax rate false false false   any Customer accounting rate for Singapore

Tax Code Rule

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Customer Accounting Whether or not the tax rate is customer accounting false false false boolean any Customer accounting rate for Singapore

Tax rate

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Tax Rate Description Tax Rate Description false false false string(255) any  
Customer Accounting Whether or not the tax rate is customer accounting false false false boolean any Customer accounting rate for Singapore

User

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
AI Classification User AI Classification User License? false false false boolean any AI Classification Spend Visualization in Coupa
Spend Guard User Spend Guard User License? false false false boolean any Entitlement, Licenses, and Roles
Default Locale New allowable values: ["en", "tr", "ja", "bg", "cs", "da", "de-AT", "de-BE", "de-CH", "de-LU", "de", "el", "en-AU", "en-CA", "en-CN", "en-GB", "en-HK", "en-IE", "en-IN", "en-ME", "en-MT", "en-MY", "en-NZ", "en-PH", "en-SG", "en-TW", "en-ZA", "es-CO", "es-IC", "es-MX", "es-PR", "es", "et", "fi", "fr-BE", "fr-CA", "fr-CH", "fr-LU", "fr", "hr", "hu", "it-CH", "it", "ko", "lt", "lv", "nl", "no", "sv", "zh-CN", "zh-TW", "mt", "nl-BE", "pl", "pt-BR", "pt", "ro", "ru", "sk", "sl", "sr", "vi", "zh-HK"]
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