Master Data File Formats

Customers, before attempting to integrate the file formats described in this document, please review the following notes first:

If you are in the middle of an implementation

Please contact your Coupa Solutions Architect for assistance with file imports.

If you have legacy, custom integration formats that differ significantly from what is described below

Please contact your Coupa CVM about switching to the formats described in this document.

Everyone else

Please contact Coupa support for assistance with adding any of the fields below to an existing integration file.

Master Data

Description: Data representing an individual segment

Supported loads: Delta File, Full File

Supported Delimiters: Pipe(|), Comma(,)

Supported file extensions: .csv, .txt

Fields

Data Type & Length

Mandatory

Allowed Values

Example

Name

string(255)

Yes

Any

Service QA

Code

string(255)

No

Any

64121

Description

string(500)

No

Any

IT Services Cost Center

Status

Int(1)

Yes

1 for Active, 0 for inactive

1

Master Data Relationships

Description: Defines the relationship between 2 segments, so that valid child segment options are filtered based on parent segment choice

Supported loads: Delta File (recommended), Full File

Supported Delimiters: Pipe(|), Comma(,)

Supported file extensions: .csv, .txt

Fields

Data Type & Length

Mandatory

Allowed Values

Example

Status

Int(1)

Yes

1 for Active, 0 for inactive

1

Parent Segment Name

string(255)

Yes

Any

CUSTOMER’s Master Data1 unique name (must match to Unique name value of record on Master Data1 integration)

Parent Segment Code

string(255)

No

Any

CUSTOMER's Master Data1 code.

Child Segment Name

string(255)

Yes

Any

CUSTOMER’s Master Data2 name (must match to Unique name value of record on Master Data2 integration).

Child Segment Code

string(255)

No

Any

CUSTOMER's Master Data2 code.

Accounts

Description: CCW stand-alone customers only (Non BSM) can use this integration to load accounts into CCW.

Supported loads: Delta File (recommended), Full File

Supported Delimiters: Pipe(|), Comma(,)

Supported file extensions: .csv, .txt

Fields

Data Type & Length

Mandatory

Allowed Values

Example

Status

Int(1)

Yes

1 for Active, 0 for inactive

1

Account

string(100)

Yes

Any

0100-2522-1545

Name

string(200)

No

Any

Top of the house booking account

Work Location

Description: Load work location data associated with a CW, so that CW onboarding can be assigned to a Work location

Supported loads: Delta File (recommended), Full File

Supported Delimiters: Pipe(|), Comma(,)

Supported file extensions: .csv, .txt

Fields

Data Type & Length

Mandatory

Allowed Values

Example

Status

int

Yes

1 for Active, 0 for inactive

0

Code

string(100)

Yes

Any

CCW01234

Name

string(200)

No

Any

Arcade Research

Address Line1

string(400)

Yes

Any

8978 - westlake

Address Line2

string(400)

No

Any

Suire # 201

City

string(100)

Yes

Any

Cleveland

State

string(100)

Yes

Any

Ohio

Postal Code

string(20)

No

Any

44234

Country

string(3)

Yes

Any, ISO Alpha3

USA

User

Description: CCW stand-alone customers only (Non BSM) can use this integration to load users into CCW.

Supported loads: Delta File (recommended), Full File

Supported Delimiters: Pipe(|), Comma(,)

Supported file extensions: .csv, .txt

Fields

Data Type & Length

Mandatory

Allowed Values

Example

Status

int(1)

Yes

1 for Active, 0 for inactive

0

User ID

string(100)

Yes

Any

STPHCAR

Last Name

string(100)

Yes

Any

Doe

First Name

string(100)

Yes

Any

John

Middle Name

string(100)

No

Any

Email

string(400)

Yes

Any

jdoe@coupadocument.com

CCW User Role

string(512)

Yes

Any

Engaging Manager

Supervisor ID

string(100)

No

Any

HUMJINK

Job Title

string(400)

No

Any

Production Manager

Spend Limit

Number(45,8)

No

Any

0.00

SSO Attribute

String(100)

No

Any

STPHCAR

Work Location Code

String(100)

No

Any

NJB1F002C23

Master Data Segment 1 Name

String(255)

No

Any

Company ID (CCW Mapping = Organization)

Master Data Segment 2 Name

String(255)

No

Any

Cost Center ID (CCW Mapping = Cost Center)

Master Data Segment 3 Name

String(255)

No

Any

GL ID (CCW Mapping = GL Account)

Master Data Segment 4 Name

String(255)

No

Any

Service Method ID (CCW Mapping = Program)

Master Data Segment 5 Name

String(255)

No

Any

Supervisory Org ID (CCW Mapping = Project)

Master Data Segment 6 Name

String(255)

No

Any

Site Location

Master Data Segment 7 Name

String(255)

No

Any

Profit Center

Master Data Segment 8 Code

String(255)

No

Any

ServiceMethod

Master Data Segment 9 Code

String(255)

No

Any

Labor Class

Master Data Segment 10 Code

String(255)

No

Any

Matrix

Master Data Segment 11 Code

String(255)

No

Any

Department