Methods to register in the CSP

Create an account at supplier.coupahost.com, get an invitation email from your Coupa customer, forward an invitation to a peer, or create an account from a PO email.

You can register for the Coupa Supplier Portal (CSP) through several methods. Depending on the method, your onboarding experience can vary.

The following table provides more detailed information about the benefits and considerations for each method.

Table 1. How to join the CSP
MethodBenefitsConsiderations
Customer-created invitation
  • You get a custom-invitation with specific instructions and a proactive message from your customer.
  • When you accept the invitation and create your account, you are automatically connected/linked to the customer who invited you.
  • You have to wait for your customer to send the invitation email. This means that you might not get invited due to your customer forgetting or not having the time to send the invitations to all their suppliers.
  • The links on the invitation email to the CSP expire after 30 days and are invalidated if the inviter's account is deactivated.
  • If a customer sends an invitation to an inactive supplier user on the CSP, then the invitation will be rejected during processing. To resolve the issue, either:
    1. The customer/buyer has to reach out to the supplier and ask supplier to reactivate their account on CSP. Once the account is activated, the customer has to resend the invite to the supplier.
    2. The customer/buyer can send the invite to another email address for the same supplier.
Self-created registration
  • You can create your account or accounts ahead of time
  • You can add multiple users
  • You can set up your login preferences
  • You can update your profile quickly
  • You need to connect manually to your customers in Coupa. Let your customer know that you registered and you want to connect with them.
  • Customers can connect with you through their Supplier Portal Directory, or by sending an invitation email to any of the CSP supplier users on the account. However, if you are invited using a different email, that email can log in but will have to merge with the account that was set up ahead of time in order for all the supplier users to be on the same account and linked to the customer.
Purchase order (PO) email

  • Your customer does not have to proactively manage invitations and reminders for you to get connected through the CSP.

  • As PO emails are a frequent communication channel between you and your customers, you have more opportunities to create a CSP account and enjoy its benefits.

  • You can create a CSP account without requiring an invitation if you use Supplier Actionable Notifications (SAN), InvoiceSmash, or other PO methods.

  • If you transact with your customers through PO methods other than the CSP and you are not linked to the CSP, your PO notification email has a "Get Connected with the Coupa Supplier Portal" section with a summary of the benefits of joining the CSP and the Get Started button that directs you to the CSP registration page, where your basic information (first name, last name, and email address) is filled in automatically based on the PO email.

  • If you use Supplier Actionable Notifications (SAN), the PO email also has a "Manage PO" button that takes you to the SAN PO page without any immediate actions. The "Create Account" button in the banner at the top of the PO page lets you create a CSP account directly from the PO by taking you to the registration page.

  • If your primary contact information email address is different from your PO email address, and you are connected to the CSP using your primary contact email, that is, your organization is linked to the CSP but you are not a CSP user, in the "Do More with the Coupa Supplier Portal" section of the PO email you can see a list of admin user emails from which you can request an invitation to the CSP so that you can create an account with your PO email address.
  • None
Forwarded invitation from a coworker

  • You can easily invite others within your organization to the CSP by forwarding them your PO email notification or by sending them an invitation.

  • You end up with the right supplier user(s) linked to and transacting electronically through the CSP with less work.

  • If you join the CSP from one of two simultaneous invitations received from your administrator and your customer, you might see a green box with a question asking whether you are an employee of the supplier organization and you need to select either the Yes – Join or No – Create New Account checkbox.
  • You can forward the invitation only to email addresses with the same domain. This ensures more built-in security.

With all methods, you need access to the email address you are going to use for the account.

Your CSP account is based on a specific email address. If you use an email address different from the one your Coupa customers have on file for you, you cannot connect with them until you give them the email address or create a CSP account with that email address.

Register for the CSP through a customer invitation

Ask your customer to send you an invitation to the CSP. The invitation email has two buttons:

  • Join Coupa: On the tab that opens, create and confirm a password.
    1. Accept the Privacy Policy and Terms of Use.
    2. Click Get Started to create an account for the CSP.
  • Forward this invitation:
    1. On the tab that opens, click the Forward this to someone link.
    2. Enter their email and click Forward.

The links on the invitation email to the CSP expire after 30 days and are invalidated if the inviter's account is deactivated.

If a customer sends an invitation to an inactive supplier user on CSP, then the invitation will be rejected during processing. Inactive suppliers are suppliers that are already registered in Coupa but their accounts appear as inactive.

For more information see Manage Users.

If a customer sends an invitation to an inactive supplier user on CSP, then the invitation will be rejected during processing. To resolve the issue, either:

  • The customer has to reach out to the supplier and ask the supplier to reactivate their account on CSP. Once the account is activated, the customer has to resend the invite to the supplier.
  • The customer can send the invite to another email address for the same supplier.
Note:

You can see this feature only if your customer(s) enabled it.

When you join the CSP from a customer-created invitation, you can see a custom registration page. The Create your business account page contains a welcome message and company logo by default. Your customer can customize the welcome message and add their logo, so the message might be different fin each case.

You need to enter your email address and password, and accept the Privacy Policy and the Terms of Use. You can get help to sign up or you can forward the invitation to others by clicking on the relevant links.

Tip:

You can update your information later on the My Account Settings page. For more information, see Manage Your Account.

By default, if this is the first time you or anyone from your company registers in Coupa, this new account is the admin account for your company. Once set up, you can add users and assign them roles, including account administration.

For more information see Manage Users.

If you are already linked to the CSP, you can see a Do More with the Coupa Supplier Portal section with the Login button instead of Get Started.

Register for the CSP through self-created registration

See How to use the Coupa Supplier Portal for the first time.

Create your account in the Coupa Supplier Portal without receiving an invitation

Follow these steps to register in the Coupa Supplier Portal for the first time:

  1. Go to https://supplier.coupahost.com/ .
  2. Select Create an account.
  3. Fill out the form. Red asterisks mark required fields.
    • Tax Registration options vary depending on your selected country. For more information, see Tax Registration.
  4. Select the checkmark to accept the Privacy Policy and Terms of Use.
  5. Select Create an account.
  6. Select your data privacy preference depending on whether you want your business information to be shared with other parties registered in Coupa including potential buyers. Your business information includes:
    • Business name,
    • Company information,
    • Legal entities associated with your business,
    • Contact information,
    • Addresses You can access and edit your business information later. For more information, see Create and Manage Your Business Profile.
  7. Select Save.

Invite others to the CSP

A coworker can invite you to the CSP, and you can invite others to the CSP by:

  • Forwarding them your PO email notification with the Create Account button.
  • Clicking on the Forward This button in your CSP invitation email, or by
  • Sending them an invitation from Setup > Admin > Users > Invite Users page as shown in the screenshot below:
    Figure 1. Invite users to your account
Warning:

You can forward the invitation only to email addresses with the same domain.

An invitation to the CSP is sent to the email address that you specified.

If the user is already linked to the CSP or tries to create an account from an expired invitation, the user is directed to the Register / Login page where a red message bar displays the following: "Your invitation has expired or already been activated."

Warning:

Invitations to the CSP expire after 30 days.