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 using External Ref Code to identify an existing record. If you update External Ref Num, then the External Ref Code will also get updated. Name can be updated using External Ref Num. Name can be used to update the anything else except External Ref Num or External Ref Code.
|
Column Name
|
Description
|
Req'd
|
Unique
|
Type
|
Allowable Values
|
|
Name
|
Lookup Value Name. Unique per Lookup and Parent
|
TRUE
|
TRUE
|
string(255)
|
any
|
|
Active
|
Possible values Yes or No
|
FALSE
|
FALSE
|
boolean
|
Yes/No
|
|
Lookup
|
Lookup Name. Must Exist in Coupa
|
TRUE
|
FALSE
|
string(255)
|
Must exist in Coupa
|
|
Description
|
Description of Lookup Value
|
FALSE
|
FALSE
|
string(255)
|
any
|
|
External Ref Num
|
Part of the External Ref Code. Unique per Lookup and Parent.
|
FALSE
|
TRUE
|
string(255)
|
any
|
|
External Ref Code
|
Unique code to allow selection of lookup value
|
FALSE
|
TRUE
|
string(255)
|
any
|
|
Chart of Accounts
|
If Lookup is used for dynamic accounting, restrict this lookup value to this single existing chart of accounts
|
FALSE
|
FALSE
|
string(50)
|
any
|
|
Parent External Ref Code
|
For Hierarchical Lookup Values, this sets the parent element
|
FALSE
|
FALSE
|
string(255)
|
any
|
|
Default
|
For Hierarchical Lookup Values, this is the Default for this level. This only applies to lookups used for dynamic accounts. It has no effect when the lookup is used for custom fields.
|
FALSE
|
FALSE
|
boolean
|
Yes/No
|
