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Coupa Success Portal

How to Get Ready to Upgrade

Overview

Coupa is extremely powerful and highly customizable, which means you may be using it in ways we can't always foresee. That's why it's important for you to do a few things for each new release. To make it easier for your upgrade to be successful, we suggest you use these steps to manage your upgrade.

1. Read The Docs

Read the release notes to identify what changes we made that impact your custom roles and integrations, and what new features are available. 

  1. Start with How to Use Release Notes if you haven't already read it.
  2. Check out the Upgrade Impact List to see all the new features and if they introduce changes to your permissions and integrations.
  3. Move on to the Roles Updates to learn what new permissions were added to our system roles.
  4. Examine the Integration Updates to learn what changes we introduced to integration formats.
  5. Browse the New Features section for the apps you've purchased, and learn about the features that might interest you.
  6. If you have open issues, look at the Resolved Issues list to see if it's been resolved in the release.

Remember, we update the release notes every two weeks between the first release and when we first deploy to the sandbox. Make sure you're always working from the latest set of notes.

2. Decide On Your Changes

Based on impacts to your custom roles and integrations, decide what areas specific areas need attention in order to upgrade. Then choose the new features you want to implement. You'll need to know what apps you've bought (i.e. do you have an invoicing or sourcing license?), what custom roles you've created, and what objects are integrated with other systems in your organization.

  1. Start by looking at the platform updates. Your custom roles and integrations are key. If there are changes, you'll want to verify their behavior.
  2. Then consider what other changes might affect your business logic. Are there changes to how approvals work? Is there a new opportunity to simplify?
  3. Move on to the apps you have licenses for, and decide if there's something you want to implement, or better understand the new behavior.
  4. Are there any other apps you'd like to consider adding? Reach out to your Coupa representative to have a conversation about how you could enhance your system.

3. Plan Your Project

Now that you know what areas of your implementation are impacted, you can begin to plan your upgrade project. Make sure you can answer the following questions: 

Integrations

  • Do we need to update an existing integration, or create an entirely new integration.
  • If so, how much development work is involved?
  • What other teams need to be involved?
  • How much testing will you need to do?

Custom Roles

  • What new permissions need to be added to your custom roles?
  • How many workflows need to be tested to ensure the custom roles will work as expected after the upgrade?

New Features

  • What configurations need to be set up in order to take advantage of new features?
  • What testing will have to take place?
  • Will you need to train your users in order for them to be able to use the new features?

Resolved Issues

  • If we resolved any open issues you had, you can include testing for them during your upgrade project.

Once you understand your timelines and resources, you can reach out to your Coupa representative to make sure you'll have enough time to build, configure, test, and train in your sandbox instance before your production instance is upgraded.

4. Execute

Once the release hits your sandbox, it's time to work on everything you planned. By this time, the Resolved Issues list will be finalized and Coupa Support will be ready for your questions.

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