Account Import
The accounts integration loader uses only a single set of header columns.
Overview
The Accounts Import process read files from ./Incoming/Accounts/ in the SFTP. These files will be moved to the archive folder located at ./Incoming/Archive/Accounts/ before being processed in alphanumeric order. Due to a flattened record structure, delta (change only) files are preferred.
Validations
Chart of Accountsneeds be created and active in Coupa.- There cannot be 'gaps' in an account string. An account with
Segment-1andSegment-3set, but not Segment-2 will return an error. If this situation cannot be avoided, a text value like 'NULL' can be used as the Segment-2 value. It would likely require modifications to other business processes or objects.
| Column Name | Description | Req'd | Unique | Type | Allowable Values |
|---|---|---|---|---|---|
| Name | This is the nickname for the account. Users can view and search against this field through the user interface. | FALSE | FALSE | string(1024) | any |
| Active* | A false value will inactivate the account making it no longer available to users. A true value will make it active and available to users. | TRUE | FALSE | boolean | Yes/No, True/False, Y/N, T/F, 0/1 |
| Chart of Accounts* | Chart of Accounts Name. Must exist in Coupa | TRUE | FALSE | string(50) | Must exist in Coupa. |
| Segment 1* | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | TRUE | FALSE | string(100) | any |
| Segment 2 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 3 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 4 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 5 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 6 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 7 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 8 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 9 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 10 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 11 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 12 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 13 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 14 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 15 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 16 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 17 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 18 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 19 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |
| Segment 20 | Each segment represents the segment of the account code (e.g. code: 99-9023-100132, where segment-1 is 99, segment-2 is 9023, and segment-3 is 100132) | FALSE | FALSE | string(100) | any |