Lookup Import
Overview
The Lookup Values Import process read files from the
./Incoming/LookupValues/
SFTP folder. These files will be moved to the
archive folder located at ./Incoming/Archive/LookupValues/
before being
processed in alphanumeric order.
Unique Keys
Here are the keys used to look up and modify existing records, listed in order of priority.
- External Ref Code
- External Ref Num
- Name
Validations
-
External Ref Num
can only be updated usingExternal Ref Code
to identify an existing record. If you updateExternal Ref Num
, then theExternal Ref Code
will also get updated. -
Name
can be updated usingExternal Ref Num
.Name
can be used to update the anything else exceptExternal Ref Num
orExternal Ref Code
.
Lookup
Field Name | Required Field | Unique? | Field Type | Field Description | Possible Values |
Name* | Yes | Yes | string(255) | Lookup Name | |
description | No | No | string(255) | Description of Lookup | |
Active* | Yes | No | boolean | Is this Lookup Active? | |
Fixed Depth? | No | No | boolean | Is this a Fixed Depth Hierarchical lookup | |
Content Groups | No | No | Enter in content groups (for security) | ||
Level 1 Name | No | No | string(255) | Level 1 Name if hierarchical | |
Level 2 Name | No | No | string(255) | Level 2 Name if hierarchical | |
Level 3 Name | No | No | string(255) | Level 3 Name if hierarchical | |
Level 4 Name | No | No | string(255) | Level 4 Name if hierarchical | |
Level 5 Name | No | No | string(255) | Level 5 Name if hierarchical | |
Level 6 Name | No | No | string(255) | Level 6 Name if hierarchical | |
Level 7 Name | No | No | string(255) | Level 7 Name if hierarchical | |
Level 8 Name | No | No | string(255) | Level 8 Name if hierarchical | |
Level 9 Name | No | No | string(255) | Level 9 Name if hierarchical | |
Level 10 Name | No | No | string(255) | Level 10 Name if hierarchical |
Lookup Value
Field Name | Required Field | Unique? | Field Type | Field Description | Possible Values |
Name* | Yes | Yes | string(255) | Lookup Value Name. Unique per Lookup and Parent | |
Active | No | No | boolean | Possible values Yes or No | |
Lookup* | Yes | No | Lookup Name. Must Exist in Coupa | ||
Description | No | No | string(255) | Description of Lookup Value | |
External Ref Num | No | Yes | string(255) | Part of the External Ref Code. Unique per Lookup and Parent. | |
External Ref Code | No | Yes | string(255) | Unique code to allow selection of lookup value | |
Chart of Accounts | No | No | If Lookup is used for dynamic accounting, restrict this lookup value to this single existing chart of accounts | ||
Parent External Ref Code | No | No | For Hierarchical Lookup Values, this sets the parent element | ||
Default | No | No | For Hierarchical Lookup Values, Is this the Default for this level |