Step 2: Enable Corporate Cards in Coupa
Contact your Coupa Integration manager or TSM to begin enabling your Corporate Cards in Coupa. If you do not have an implementation manager or TSM assigned, please reach out to your CSM to begin project discussions.
1.Sign into Coupa using Coupa Support credentials. Contact Coupa if you don’t have the necessary permissions.
2.Go to [customer].coupahost.com/support.
3.Under Expense Options, select Enable corporate credit cards.
Three new headings appear.
- Configure those sections.
|
Heading |
Description/Instructions |
|
Upload Corporate Credit Card File |
You can use this to test your integration without having to wait for the daily feed to be automatically uploaded into Coupa. When choosing the card type, make sure to choose the Employee ID version. |
|
Automatic SFTP Options |
Use this to set up your integration. The provider usually wants to first send a test file to establish connectivity, so direct them to CorpCardTest. Work in the testing folder until the client gives the go live approval, then move to CorpCardProd. |
|
Corporate Credit Card Processing Option |
Use this to enable encryption. If you require PGP encryption, contact us to generate a public/private key pair for you. We’ll send you the public key and put the private key on our server. |
- Under Automatic SFTP Options, specify the required information as provided by Coupa support and/or your corporate card provider.
In all instances, Coupa needs to map accounts to Employee ID, for Corp. CC Type, be sure to choose a type with Employee ID in the title.
- Ask Coupa Operations to configure the frequency that Coupa pulls the credit card file and process it via cron job.
For MasterCard, do not select the Coupa option in the preferred vendor list.