Users Import
The users integration loader uses only a single set of header columns.
Overview
The User Import process read files from the ./Incoming/Users/
in the SFTP. These files will be moved to the archive folder located at ./Incoming/Archive/Users/
before being processed in alphanumeric order.
- Associated fields like
Content Groups
,Account Group Names
, etc. must already exist. They will not be created through the users integration (CSV or API). - Integrations (CSV or API) currently supports only a full default account code. If only a portion of the default account code is used as a source field, the integration can query Coupa for any account that matches the partial account with a limit of 1.
Keys
- Id
- Employee Number
- Login
Validations
You can update any field if you include Id
. You can update Login
using Employee Number
. However, you cannot update Employee Number
using Login
. Coupa tries to create a new record with the login, and the integration will fail.
User Authentication
Methods that don't use standard Coupa credentials need to be configured in the customer instance before they are available as choices on a user record. These are case some sample values and their associated reference field:
- LDAP - "ldap" - The
Login
field is mapped to the LDAPsAMAccountName
field - SAML - "saml" - The
Sso Identifier
field is mapped to the SAMLNameID
Column Name | Description | Req'd | Unique | Type | Allowable Values |
---|---|---|---|---|---|
Id | This is the unique identifier (database ID) Coupa assigns when a new record is created. It can’t be modified, but can be used to update the record. | No | No | integer | any |
Login | Must be at least 2 characters | Yes | Yes | string(255) | any |
Status | Possible values are active or inactive. Inactive users cannot login. | No | No | string(255) | any |
Purchasing User | Purchasing User License | No | No | boolean | Yes/No, True/False, Y/N, T/F |
Expense User | Expense User License | No | No | boolean | Yes/No, True/False, Y/N, T/F |
Sourcing User | Sourcing User License | No | No | boolean | Yes/No, True/False, Y/N, T/F |
Inventory User | Inventory User License | No | No | boolean | Yes/No, True/False, Y/N, T/F |
Contracts User | Contracts User License | No | No | boolean | Yes/No, True/False, Y/N, T/F |
Analytics User | Analytics User License | No | No | boolean | Yes/No, True/False, Y/N, T/F |
AI Classification User | AI Classification User License | No | No | boolean | Yes/No, True/False, Y/N, T/F |
Spend Guard User | Spend Guard User License | No | No | boolean | Yes/No, True/False, Y/N, T/F |
Authentication Method | Optional field to specify LDAP or SAML authentication if you have either of those enabled | No | No | string(255) | Coupa_Credentials, LDAP, SAML |
Sso Identifier | Identifier for SSO/SAML |
No |
No | string(255) | any |
Generate Password And Notify User | Set to Yes if you want the system to invite the user to the system and have them set up their password | No | No | boolean | Yes/No, True/False, Y/N, T/F |
Email* | User's email address | Yes | Yes | string(255) | Single email address (for example,
email@domain.com
) |
First Name | User's first name | Yes | No | string(40) | any |
Last Name | User's last name | Yes | No | string(40) | any |
Employee Number | User's employee number, often used for cross-referencing with the HR system | No | Yes | string(255) | any |
Department | Must match department name exactly. | No | No | string(255) | any |
Phone Work | Your user's work phone number in the format xxx yyy zzzz. Intl numbers must be prefaced by a + sign and the country code. +aa xxx yyy zzzz | No | No | string(255) | any |
Phone Mobile | Your user contact's mobile number | No | No | string(255) | any |
Approval Limit | The amount and currency code of the approval limit in the form 1000.00 USD. Setting this field will set Requisition Approval Limit, Expense Approval Limit and Invoice Approval Limit. | No | No | decimal(32,4) | any |
Requisition Approval Limit | The amount and currency code of the approval limit in the form '1000.00 USD'. | No | No | decimal(32,4) | any |
Expense Approval Limit | The amount and currency code of the approval limit in the form '1000.00 USD'. | No | No | decimal(32,4) | any |
Invoice Approval Limit | The amount and currency code of the approval limit in the form '1000.00 USD'. | No | No | decimal(32,4) | any |
Contract Approval Limit | The amount and currency code of the approval limit in the form '1000.00 USD'. | No | No | decimal(32,4) | any |
Service/Time Sheets Approval Limit | The amount and currency code of the approval limit in the form '1000.00 USD'. | No | No | decimal(32,4) | any |
Self Approval Limit | The amount and currency code of the self approval limit in the form '1000.00 USD'. Setting this field will set Self Approval Limit for all document types below; do not use unless you want to set them all at once. | No | No | decimal(32,4) | any |
Requisition Self Approval Limit | The amount and currency code of the self approval limit in the form '1000.00 USD'. Setting this field will set Requisition Self Approval Limit. | No | No | decimal(32,4) | any |
Expense Self Approval Limit | The amount and currency code of the self approval limit in the form '1000.00 USD'. Setting this field will set Expense Self Approval Limit. | No | No | decimal(32,4) | any |
Invoice Self Approval Limit | The amount and currency code of the self approval limit in the form '1000.00 USD'. Setting this field will set Invoice Self Approval Limit. | No | No | decimal(32,4) | any |
Contract Self Approval Limit | The amount and currency code of the self approval limit in the form '1000.00 USD'. Setting this field will set Contract Self Approval Limit. | No | No | decimal(32,4) | any |
Approver Login | Your user's next approver | No | No | string(255) | any |
Default Chart of Accounts Name | Default chart of accounts for this user. | No | No | string(50) | any |
Default Account Code | If the user has a particular account that he or she charges most purchases to, you can enter in a default account | No | No | string(100) | any |
Default Account Code Segment-1 | Default Account Code Segment-1 | No | No | string(100) | any |
Default Account Code Segment-2 | Default Account Code Segment-2 | No | No | string(100) | any |
Default Account Code Segment-3 | Default Account Code Segment-3 | No | No | string(100) | any |
Default Account Code Segment-4 | Default Account Code Segment-4 | No | No | string(100) | any |
Default Account Code Segment-5 | Default Account Code Segment-5 | No | No | string(100) | any |
Default Account Code Segment-6 | Default Account Code Segment-6 | No | No | string(100) | any |
Default Account Code Segment-7 | Default Account Code Segment-7 | No | No | string(100) | any |
Default Account Code Segment-8 | Default Account Code Segment-8 | No | No | string(100) | any |
Default Account Code Segment-9 | Default Account Code Segment-9 | No | No | string(100) | any |
Default Account Code Segment-10 | Default Account Code Segment-10 | No | No | string(100) | any |
Default Account Code Segment-11 | Default Account Code Segment-11 | No | No | string(100) | any |
Default Account Code Segment-12 | Default Account Code Segment-12 | No | No | string(100) | any |
Default Account Code Segment-13 | Default Account Code Segment-13 | No | No | string(100) | any |
Default Account Code Segment-14 | Default Account Code Segment-14 | No | No | string(100) | any |
Default Account Code Segment-15 | Default Account Code Segment-15 | No | No | string(100) | any |
Default Account Code Segment-16 | Default Account Code Segment-16 | No | No | string(100) | any |
Default Account Code Segment-17 | Default Account Code Segment-17 | No | No | string(100) | any |
Default Account Code Segment-18 | Default Account Code Segment-18 | No | No | string(100) | any |
Default Account Code Segment-19 | Default Account Code Segment-19 | No | No | string(100) | any |
Default Account Code Segment-20 | Default Account Code Segment-20 | No | No | string(100) | any |
User Role Names | If specifying more than one role name, use a comma to separate each name. Max 40 characters per role name. | No | No | string | User, Buyer, Accounts Payable, Central Receiving, Accounting Supervisor, Edit as Approver, Inventory Manager, and/or Admin. |
Default Currency | Not a required field. But if a value is not provided and the user record doesn't have a default currency already set, then the default currency is set to the instance's reporting currency. | No | No | string(6) | any 3-character currency code |
Default Locale | Enter in the 2 or 5 character locale code | No | No | string(10) | Example: en or en-US |
Pcard Name | If the user has a purchasing credit card, you can enter in the person's name on the card | No | No | string(255) | any |
Pcard Number | Enter in the purchasing credit card's number | No | No | string(255) | any |
Pcard Expiration | Enter in the purchasing credit card's expiration date | No | No | string(255) | any |
Pcard Cvv | DEPRECATED NO LONGER SUPPORTED | No | No | string(255) | |
Content Groups | If specifying more than one content group, use a comma to separate each content group name. Max 100 characters per content group name. | No | No | string | any |
Default Address Location Code | For shipping address, enter in location code | No | No | string(255) | any |
Default Address Street 1 | For shipping address, enter in street address line 1 | No | No | string(100) | any |
Default Address Street 2 | For shipping address, enter in street address line 2 | No | No | string(100) | any |
Default Address Street 3 | For shipping address, enter in street address line 3 | No | No | string(100) | any |
Default Address Street 4 | For shipping address, enter in street address line 4 | No | No | string(100) | any |
Default Address City | For shipping address, enter in city | No | No | string(50) | any |
Default Address State | For shipping address, enter in state | No | No | string(50) | any |
Default Address Postal Code | For shipping address, enter in postal code | No | No | string(50) | any |
Default Address Country Code | For shipping address, enter in country code | No | No | string(4) | any |
Default Address Attention | For shipping address, enter in Attention line | No | No | string(255) | any |
Default Address Name | For shipping address, enter in address nickname | No | No | string(255) | any |
Remove Default Address | Remove the default address for this user | No | No | boolean | Yes/No, True/False, Y/N, T/F |
Receive Coupa Emails | Possible values are Yes or No. If yes, the person will receive updates from Coupa Service Delivery and Operations on any announcements | No | No | boolean | Yes/No |
Limit Showing of DataTable Views | Do now allow user to create datatable views | No | No | boolean | Yes/No, True/False, Y/N, T/F |
Account Security Type | Sets the type of account security. 0 or blank: Full access 1: Restricted to the user's default CoA 2: Restricted to specific accoung groups |
No | No | int(11) | 2000, 1, 2 |
Business Group Security Type |
Sets the content groups for the user:
|
No | No | int(11) | 0,1 |
Account Group Names | Account groups that the user should have access to (for account-based document security) | No | No | string | any |
Approval Group Names | Approval groups that the user should belong to | No | No | string | any |
Warehouses | Warehouses | No | No | string | any |
Inventory Organizations | Inventory Organizations | No | No | string | any |
Edit Invoice On Quick Entry | Edit invoice button route user to fast entry screen | No | No | boolean | Yes/No, True/False, Y/N, T/F |
Mention Name | Mention Name | No | Yes | string(255) | any |
Contingent Workforce User | Contingent Workforce User License? | No | No | boolean | any |
Escalation Threshold Limit | The amount and currency code of the escalation threshold in the form '1000.00 USD'. Setting this field will set Escalation Threshold. | No | No | any | |
Country Of Residence Code | User's country of residence code | No | No | string(4) | any |
Employee Payment Channel | Determine how expenses will be paid to the employee. 'ERP' per default and can be switched to 'CoupaPay' if instance allows it. | No | No | string(255) | any |
Groups | Groups | No | No | string(255) | any |
Projects | Projects | No | No | string(255) | any |
Legal Entity Name | Legal Entity Name | No | No | any | |
Allow Employee Payment Account Creation | Allow the user to create an Employee Payment Account, regardless of the Employee Payment Channel. | No | No | boolean | True/False |
Supply Chain User | Supply Chain User License? | No | No | boolean | any |
Travel User | Travel User License? | No | No | boolean | any |
Middle Name | User's middle name | No | No | string(255) | any |
Treasury User | Treasury User License? | No | No | boolean | any |
List of Valid Locales
en, tr, ja, cs, es, da, de-AT, de-CH, de, en-AU, de-BE, de-LU, en-CA, en-GB, en-HK, en-IE, en-IN, en-ME, en-MT, en-MY, en-NZ, en-PH, en-ZA, es-CO, es-MX, es-PR, es-IC, fi, fr-BE, fr-CA, fr-CH, fr, hu, fr-LU, it-CH, it, ko, nl-BE, nl, no, pl, pt-BR, pt, ru, ro, sr, sv, zh-CN, zh-TW, zh-HK, en, tr, ja, cs, es, da, de-AT, de-CH, de, en-AU, en-CA, en-GB, en-IE, en-ZA, es-CO, es-MX, es-PR, fi, fr-BE, fr-CA, fr-CH, fr, hu, it-CH, it, ko, nl-BE, nl, no, pl, pt-BR, pt, ru, sv, zh-CN, zh-TW, zh-HK,