Create and Update Your Customer Profiles
If your customers use Information Requests, you can update the information your customers have on file for your business by filling out Information Request forms.
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In the Coupa Supplier Portal (CSP), you have profiles for each of your customers you are connected with on the CSP, which allows you to customize the information your provide to your customers. Some of your customers may send you Information Requests that you complete to update your information with that customer.
Some sections are labeled as private and cannot be seen from the CSP. Financial information (for example, your tax ID, DUNS, and remit-to addresses) are considered private information. This information appears only on documents that you create through the CSP, for example, on invoices.
You also have a public profile that all your customers and potential customers can see. For more information, see Create and Manage Your Public Profile.
Your Information
When you first log in to the CSP, you see an onboarding sequence that leads you through entering your company's information. After you complete the onboarding sequence, the CSP populates corresponding fields in your public profile. For more information about the fields you need to complete, see Create and Manage Your Public Profile.
The CSP collects the following information:
- You contact information: Your primary contact's information
- Tell us about your business: Your company's website, tax ID, and DUNS number
- Customize your profile: Your company's statistics and service areas
- Highlight your diversity credentials: Your company's diversity information
- Upload diversity certificates: Your company's diversity certifications
- Identify your product categories: Your company's industry and product/service categories
- Are you connecting with a customer?: If you have existing Coupa customers, you can connect to them. For more information, see View and Manage Connection Requests.
- Get Verified to grow your business: If you want to participate in the Coupa Verified program, select Continue with Coupa Verified. For more information, see Coupa Verified Program.
Customer Information
When you connect with customers on the Coupa Supplier Portal, some customers may have an onboarding flow that you complete to setup your information with the customer. If you start and stop onboarding, you can resume the onboarding flow by going to Setup > Customer Setup and selecting Finish Setup in your customer's section. You can see your onboarding progress on the Setup > Customer Setup page. If the bar underneath your customer's name is not completely filled in, you have not completed the onboarding process. For more information about connecting with your customers, see View and Manage Connection Requests.
Some elements of the onboarding flow, such as fields for invoicing setup and bank information for payment, are available only in supported countries. You can provide this data when setting up legal entities after onboarding.
For field descriptions and validation requirements, see Set Up Legal Entities and Supplier Remit-to Account Validations.
Depending on your customer's configuration, the CSP can collect the following information:
- Confirm invoice-from address: The address you invoice from
- Confirm pay-to address (remit-to): The address payments should be sent to
- Confirm ship-from location: The address you ship from
- Advanced invoicing: Your invoicing codes and cXML or SFTP information, should you use them
- Virtual card payments: Your virtual card information, should you accept virtual cards. For more information, see Use Virtual Cards.
- Accept bank payment: Your banking information, should you accept bank payments
Supported countries
If a country isn't supported, Smart Onboarding skips financial data during the onboarding flow.
Country | Country Code |
---|---|
Australia | AU |
Brazil | BR |
China | CN |
Denmark | DK |
Japan | JP |
Portugal | PT |
Russia | RU |
Singapore | SG |
South Africa | ZA |
Spain | ES |
Sweden | SE |
Update a customer profile
If you select a customer from the Profile dropdown on Your Customer Profiles page, you can see a yellow banner with instructions depending on whether your customer provided one, more, or no supplier account owners.
If the customer provided supplier owner contact information, you can email them directly by clicking on the email address (one contact email) or on the send them an email link (more email addresses).
If your customer does not use a supplier information form, depending on their settings, you might be able to see the Edit button and edit your customer profile.
Update a customer profile from an information request
Your customers may send you Information Requests when they need you to update your information they have on file in their instance. You can update your profile also for customers that do not use a supplier information form by requesting help from those customers' supplier account owners.
- Go to Profile > Information Requests.
- Select your customer from the Profile dropdown menu. Any pending Information Requests appear on the page.
You can also send updates to your customer from forms they've already sent. Click Update Info, make your changes, and click Review. If everything looks good, click Submit for Approval.
- Complete the fields in the form.
When you complete diversity information, click out of fields rather than using Tab to navigate to ensure conditional fields appear.
- Select Submit.
You can reuse information from your Information Requests in your public profile. For more information, see Reuse information from a customer profile in your public profile.
Withdraw an information request
- Go to Profile > Information Requests.
- Select your customer from the Profile dropdown menu.
- Click Withdraw.
If you don't see the Update Info or Withdraw button, talk to your customer. They may need to apply a previously approved Information Request.
Reuse information from a customer profile in your public profile
When you receive a supplier information form request from your customer to create or update your profile, you can copy/save the provided information to your CSP public profile. After submitting your Information Request for approval, click Yes, Copy to Profile in the appearing popup window.
You are directed to the Public Profile edit page where the following fields are automatically populated (and highlighted in yellow) based on the provided information: Name, Industry, Full Description, Website, Bribery and Corruption Policy, Address (all fields), Primary Contact (all fields), PO Delivery Email, and DUNS number. Save your profile to confirm the updates.
Your existing CSP profile data is overwritten with the data you provided in the Information Request only when you save the form.
FAQ and Troubleshooting
How do the address sections work?
If your customer marked address sections as required, then you must complete the address. If you don't want to provide address information, select N/A in the dropdown. If the section is not required, you don't have to complete it. However, if you enter a country, you must complete the other fields.
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