Bulk Upload Service Sheets
Suppliers with multiple orders can save time by uploading many service sheets at once, instead of one at a time
Introduction
Suppliers can bulk-load multiple service sheets into Coupa at once, saving time and effort.
Add Multiple Sheets by Bulk Loading
- Navigate to Orders > Service Sheets.
- Users assigned the Bulk Loader permission can click the three dots next to the Search menu in the header area of the Service Sheets grid, then select Load from File. The Bulk Loader permission is assigned by default to the Supplier and CSP Service and Time Sheet roles.
- Follow the instructions to download the CSV (Comma Separated Values) file.
- Add service sheet data to the CSV
- Re-upload the CSV to add the service sheets to Coupa.
After downloading the CSV, open the CSV to enter your data. The CSV file includes a template to guide you in entering service sheet data. The following table describes where in the CSV to enter various types of service sheet data:
| Row | Row description | Columns |
| 1 | Service Sheet Header row |
Enter the following:
* Either a Supplier Name or Supplier Number is required. |
| 2 | Service Line row |
Enter the following:
|
| 3 | Service Detail Line row |
Enter the following:
|
Notes
Service Detail Line Row:
- Columns E and F: To specify a Worker Assignment, enter either a valid Coupa Worker Assignment # (in column E) or an External Worker Assignment Reference (in column F).
- Column I: Quantity is required if a quantity-based rate is specified. For resource-based order lines, quantities are entered in columns L through R. Column K (week start date) is required.
- Columns H and J: Price and UoM are required if you do not specify a rate that was assigned to the PO line in column G.
See Coupa Table Bulk Loaders for more information about bulk loading data using a CSV.