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Treasury CSV Integrations

Use sFTP for Treasury CSV import and export integrations. Set up and manage your integrations using Coupa Core.

Set up SFTP accounts

Setting up SFTP accounts for Treasury is the same process as Core.

  1. In Coupa Core, navigate to Setup > Integrations > sFTP Accounts .
  2. Create your sFTP account.
  3. In the Application field, select Treasury.

For more information, see sFTP Account Management.

Manage Treasury integrations

Define settings for Treasury SFTP integrations.

  1. In Coupa Core, navigate to Setup > Integrations > Integrations .
  2. Locate the integration you want to manage and select the Edit icon.
  3. Define these settings.
    Setting Description

    End System Type

    Type of system to consume the files.

    End System

    System to consume the files.

    Enable Encryption

    When enabled, exported files are PGP encrypted. Key can be maintained in sFTP account.

    Enable Scheduler

    Schedule for the profile. 

    Remove new line

    When selected, removes new lines from your export. Available for CSV integrations only.

    Remove carriage return

    When selected, removes carriage returns from your export. Available for CSV integrations only.

    Delimiter

    Select a delimiter for your export. Available for CSV integrations only.

    Delta filter

    Select whether you want to include a delta filter for your recent changes in your export. Available for CSV integrations only.

    Send file even if empty

    When selected, exports an empty (zip) file if there is no data.

    Send unzip file

    When selected, exported files are unzipped. Available for Original File integrations only.