Account Import
Overview
Note:
Adding a note to ensure topic is generated with an incremental publish.
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 notSegment-2will return an error. If this situation cannot be avoided, a text value like NULL can be used as theSegment-2value. It would likely require modifications to other business processes or objects.
Account
| Field Name | Required Field | Unique? | Field Type | Field Description | Possible Values |
| Name | No | No | string(1024) | This is the nickname for the account. Users can view and search against this field through the user interface. | |
| Active | Yes | No | boolean | 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. | |
| Chart of Accounts | Yes | No | Chart of Accounts Name. Must exist in Coupa | ||
| Segment 1 | Yes | No | string(100) | 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) | |
| Segment 2 | No | No | string(100) | 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) | |
| Segment 3 | No | No | string(100) | 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) | |
| Segment 4 | No | No | string(100) | 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) | |
| Segment 5 | No | No | string(100) | 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) | |
| Segment 6 | No | No | string(100) | 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) | |
| Segment 7 | No | No | string(100) | 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) | |
| Segment 8 | No | No | string(100) | 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) | |
| Segment 9 | No | No | string(100) | 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) | |
| Segment 10 | No | No | string(100) | 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) | |
| Segment 11 | No | No | string(100) | 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) | |
| Segment 12 | No | No | string(100) | 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) | |
| Segment 13 | No | No | string(100) | 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) | |
| Segment 14 | No | No | string(100) | 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) | |
| Segment 15 | No | No | string(100) | 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) | |
| Segment 16 | No | No | string(100) | 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) | |
| Segment 17 | No | No | string(100) | 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) | |
| Segment 18 | No | No | string(100) | 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) | |
| Segment 19 | No | No | string(100) | 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) | |
| Segment 20 | No | No | string(100) | 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) |
Account Group
| Field Name | Required Field | Unique? | Field Type | Field Description | Possible Values |
| Name | Yes | Yes | string(80) | Name | |
| Chart of Accounts | Yes | No | Chart of Accounts | ||
| Segment 1 Column | No | No | string(255) | Does not require a value unless operator is set to 'match'. Valid values when operator is set to match are 'department_id' (User's Department ID) and 'custom_field_1' through 'custom_field_20' (existing User's Custom Fields) | |
| Segment 1 Operator | No | No | string(255) | If value is '' (match any value) Segment # Column and Segment # Value is blank. If 'match' (Segment # Column is 'department_id' or 'custom_field_#' and Segment # Value is blank). Segment # Column is blank and Segment # Value comparison value for operators: 'eq' (segmetn value equals),'starts_with' (segment value begins with),'ends_with' (segment value ends),'con' (segment value contains ),'not_con' (segment value does not contain) | |
| Segment 1 Value | No | No | string(255) | Required for Operators of 'eq', 'starts_with', 'ends_with', 'con', 'not_con'. Blank for Operators '' or 'match'. | |
| Segment 2 Column | No | No | string(255) | Segment 2 Column | |
| Segment 2 Operator | No | No | string(255) | Segment 2 Operator | |
| Segment 2 Value | No | No | string(255) | Segment 2 Value | |
| Segment 3 Column | No | No | string(255) | Segment 3 Column | |
| Segment 3 Operator | No | No | string(255) | Segment 3 Operator | |
| Segment 3 Value | No | No | string(255) | Segment 3 Value | |
| Segment 4 Column | No | No | string(255) | Segment 4 Column | |
| Segment 4 Operator | No | No | string(255) | Segment 4 Operator | |
| Segment 4 Value | No | No | string(255) | Segment 4 Value | |
| Segment 5 Column | No | No | string(255) | Segment 5 Column | |
| Segment 5 Operator | No | No | string(255) | Segment 5 Operator | |
| Segment 5 Value | No | No | string(255) | Segment 5 Value | |
| Segment 6 Column | No | No | string(255) | Segment 6 Column | |
| Segment 6 Operator | No | No | string(255) | Segment 6 Operator | |
| Segment 6 Value | No | No | string(255) | Segment 6 Value | |
| Segment 7 Column | No | No | string(255) | Segment 7 Column | |
| Segment 7 Operator | No | No | string(255) | Segment 7 Operator | |
| Segment 7 Value | No | No | string(255) | Segment 7 Value | |
| Segment 8 Column | No | No | string(255) | Segment 8 Column | |
| Segment 8 Operator | No | No | string(255) | Segment 8 Operator | |
| Segment 8 Value | No | No | string(255) | Segment 8 Value | |
| Segment 9 Column | No | No | string(255) | Segment 9 Column | |
| Segment 9 Operator | No | No | string(255) | Segment 9 Operator | |
| Segment 9 Value | No | No | string(255) | Segment 9 Value | |
| Segment 10 Column | No | No | string(255) | Segment 10 Column | |
| Segment 10 Operator | No | No | string(255) | Segment 10 Operator | |
| Segment 10 Value | No | No | string(255) | Segment 10 Value | |
| Segment 11 Column | No | No | string(255) | Segment 11 Column | |
| Segment 11 Operator | No | No | string(255) | Segment 11 Operator | |
| Segment 11 Value | No | No | string(255) | Segment 11 Value | |
| Segment 12 Column | No | No | string(255) | Segment 12 Column | |
| Segment 12 Operator | No | No | string(255) | Segment 12 Operator | |
| Segment 12 Value | No | No | string(255) | Segment 12 Value | |
| Segment 13 Column | No | No | string(255) | Segment 13 Column | |
| Segment 13 Operator | No | No | string(255) | Segment 13 Operator | |
| Segment 13 Value | No | No | string(255) | Segment 13 Value | |
| Segment 14 Column | No | No | string(255) | Segment 14 Column | |
| Segment 14 Operator | No | No | string(255) | Segment 14 Operator | |
| Segment 14 Value | No | No | string(255) | Segment 14 Value | |
| Segment 15 Column | No | No | string(255) | Segment 15 Column | |
| Segment 15 Operator | No | No | string(255) | Segment 15 Operator | |
| Segment 15 Value | No | No | string(255) | Segment 15 Value | |
| Segment 16 Column | No | No | string(255) | Segment 16 Column | |
| Segment 16 Operator | No | No | string(255) | Segment 16 Operator | |
| Segment 16 Value | No | No | string(255) | Segment 16 Value | |
| Segment 17 Column | No | No | string(255) | Segment 17 Column | |
| Segment 17 Operator | No | No | string(255) | Segment 17 Operator | |
| Segment 17 Value | No | No | string(255) | Segment 17 Value | |
| Segment 18 Column | No | No | string(255) | Segment 18 Column | |
| Segment 18 Operator | No | No | string(255) | Segment 18 Operator | |
| Segment 18 Value | No | No | string(255) | Segment 18 Value | |
| Segment 19 Column | No | No | string(255) | Segment 19 Column | |
| Segment 19 Operator | No | No | string(255) | Segment 19 Operator | |
| Segment 19 Value | No | No | string(255) | Segment 19 Value | |
| Segment 20 Column | No | No | string(255) | Segment 20 Column | |
| Segment 20 Operator | No | No | string(255) | Segment 20 Operator | |
| Segment 20 Value | No | No | string(255) | Segment 20 Value |