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Category Import

Overview

Note:

You must haveCategory Planner to bulk import categories.

You can use the Category CSV loader to bulk import categories for use with Category Planner.

Unique Keys

Name

Validations

Stakeholders and owners must have the correct Category Planner permissions in Coupa to be added to categories. If they don't have the correct permissions, the Category bulk loader doesn't add them to the category. For more information, see Understand Category Planner Roles and Permissions.

The following values must already exist in Coupa:

Commodities List
Stakeholder Name:Stakeholder Department
Owner Name:Owner Department
Analytics Mapping Name

Note:

Commodities List, Stakeholder Name:Stakeholder Department, and Owner Name:Owner Department are semicolon (;) separated. The rest of the fields are comma (,) separated.

When you use the Category loader to add stakeholders and owners, it generates custom departments with the values you specify.

Category

Field Name	Required Field	Unique?	Field Type	Field Description	Possible Values
ID	No	No	integer	Id. If id is passed we try to update that category with the values passed in the csv. If id is not passed, we will create a new category.
Name*	Yes	Yes	string(100)	Name. A category with the same name should not exist in Coupa
Description	No	No	text	Description
Commodities List*	Yes	No		Commodities List. Must exist in Coupa
Stakeholder Name:Stakeholder Department	No	No		Stakeholder Name:Stakeholder Department. Stakeholder name must exist in Coupa
Owner Name:Owner Department*	Yes	No		Owner Name:Owner Department. Owner name must exist in Coupa
Analytics Mapping Name*	Yes	No		Analytics Mapping Name. Must exist in Coupa
Total Budget	No	No		Total budget for the current operating cycle
Used Budget	No	No		Used budget for the current operating cycle