Create SFTP Accounts

You can create and manage your SFTP accounts for loading invoices for your customer(s) that have this feature enabled.

How to create SFTP accounts

Before starting to create SFTP accounts, ensure that your customers support invoicing and this functionality. You need to have an SFTP client, for example, Filezilla or Cyberduck, to make the connection and transmit invoices through SFTP.

Follow the next steps to create an account:

1. Select the Setup tab on the main menu.
2. Select the SFTP Accounts link on the left of the Setup page.
3. Select a customer from the SFTP Accounts page.
   You can create only one account for each customer. 
4. Select Create.
5. Choose an option on the appearing Create sFTP Account page:
   1. Upload the file with your own SSH public key.
      Coupa supports RSA 2048 bit key for SSH authentication.
   2. Create the account: Coupa generates a password for you.
      If a password is generated for you, you can see it in the Password field.
6. The SFTP account is created, and a screen displays the information.
   The newly created account is listed in the sFTP Accounts table with username and hostname. The username is generated automatically and cannot be modified.
7. Copy and store your password shown in the screen.
8. Select the username link to view details of the SFTP account, including the history.

You can also edit the account by clicking on the Edit () icon in the Actions column. You can upload SSH keys (one for each of your customers) to replace previous keys, or you can regenerate passwords.

When you have an SFTP account and password, you can start uploading your invoices.