โ01-22-2024 03:54 AM
I'm attempting to create a CSV file with 2 header lines for an integration between D365 and Coupa:
Requisition | Submit For Approval? | Justification | Requested By (Email) | Requested By (Login) | Ship to Location Code | Hide Price | po_email_address | event__work_order | event_start_date | event_end_date | ||||||||||||||||||||||||
Requisition Line | Line Number | Catalog Item Number | Non Catalog Item Description | Supplier Part Number | Quantity | Price | UOM Code | Need By Date | Supplier Number | Commodity Name | Currency Code | Chart of Account Name | Account Code | Account Segment 1 | Account Segment 2 | Account Segment 3 | Account Segment 4 | Account Segment 5 | Payment Term Code | asset_location | asset_tag | asset_id | service_start_date | service_end_date | product | expense_gl | profile_id | users_dept | channel | modality | product_line | activity | category | instructor |
Output should look like below
Requisition | Submit For Approval? | Justification | Requested By (Email) | Requested By (Login) | Ship to Location Code | Hide Price | po_email_address | event__work_order | event_start_date | event_end_date | ||||||||||||||||||||||||
Requisition Line | Line Number | Catalog Item Number | Non Catalog Item Description | Supplier Part Number | Quantity | Price | UOM Code | Need By Date | Supplier Number | Commodity Name | Currency Code | Chart of Account Name | Account Code | Account Segment 1 | Account Segment 2 | Account Segment 3 | Account Segment 4 | Account Segment 5 | Payment Term Code | asset_location | asset_tag | asset_id | service_start_date | service_end_date | product | expense_gl | profile_id | users_dept | channel | modality | product_line | activity | category | instructor |
Requisition | ||||||||||||||||||||||||||||||||||
Requisition Line |
Has anyone faced a similar issue before, and if so, knows the most efficient way to solve this?
Any suggestions welcome, many thanks!
Connor Smith
โ01-22-2024 11:07 AM
What are you trying to accomplish with the integration?
In theory, it should only be one file, one header row with many fields or two files with transformation between the two. The only example I can think of is what Concur does with their Extracts where its 235 columns across but it contains the lowest level of detail you need. The screenshot below shows the column order and different types of data including line level data.
โ01-23-2024 04:56 AM
This is for creating requisitions within Coupa, from Purchase Order information in Dynamics 365.
Agreed, the formatting is odd. I had explored the option of generating 2 seperate CSV files (1 for each header line) and appending, but that hasn't appeared to work!
โ01-23-2024 07:46 AM
Coupa should have example import files either with the schema or how they want it imported. Either in a portal or through Support.
https://compass.coupa.com/en-us/products/product-documentation/integration-technical-documentation/c...
โ01-23-2024 09:18 AM
Thankyou!
โ01-24-2024 04:09 PM
Hey @ConnorSkillsoft, did any of the provided responses help you resolve? Please let us know if you need more assistance, or if you found a solution, it may help others in the future!