Registering as a New BlackLine Supplier in Coupa

Once you are an approved BlackLine Vendor, you will receive an email from Coupa to register for the CSP. If you do not receive it or need it resent to a different email address, please contact us at [email protected]. Please note that a PO number is required before we can send you a CSP invitation.

When you receive your invitation, you can:

1. Click Join Coupa Supplier Portal to begin registration. This will register an account using the email that received the invitation.

2. Optionally, you can click Forward Invitation to have Coupa send another invitation to another user.

Clicking Join Coupa Supplier Portal will open a web browser to the registration form. Note you will not be able to change the registration email. To use a different email, you’ll need to Click Forward Invitation (2) from the invitation email or click Forward this to someone (13) at the bottom of the page.

If you’ve used Coupa with another client, there is no need to create another account. You can log into the existing account by clicking Log In (11)

To register, you’ll need to:

3. Enter your Business Name

4. Enter your First Name

5. Enter your Last Name

6. Select a password. This must be at least 3 characters and must include both number and a letter.

7. Re-enter your password to confirm it.

8. Select the country where you’ve registered your business.

9. Enter your Tax ID/Registration.

10. If you do not have a tax ID you can check the box to indicate this. Note, you will have to enter a reason why you do not have a Tax ID/Registration number.

11.  Finally, you must agree to Coupa’s Privacy Policy and the Terms of Use.

When the form is complete you can:

12.  Click Create an Account.

After registering, Coupa will send you an email with a Verification Code (14). You’ll need to copy it from the email…

… And paste it into Coupa’s Email Verification (15).

If there are other accounts that match your email domain, Coupa will help you find them. To search, select View existing accounts matching email domain (16) and enter your details to view suggestions. Otherwise, select No, continue creating a new account (17). When you are ready, click the Next (18) button.

NOTE: Searching for an existing account is outside the scope of this tutorial.

Enter your Business Website (19) or select I do not have a website (20). Then select the Country/Region of Primary Address (21).

When you are ready, click the Next (22) button.

Once verified, you’ll need to enter details for your addresses. In the Primary section:

23.  Enter your business’s primacy Country or Region

24.  Enter your business’s primary address

25.  Enter that address’s Tax ID (if it isn’t already filled out).

If your business operates in multiple countries or regions and has more than one Tax ID pair, you may choose to click on Additional Tax Registration (26). If you do not possess a Tax ID, please check the I do not have a Tax ID (27) checkbox and provide a reason for its absence.

Next, Click the Invoice-From (28) section to fill in the details. Add or adjust any of region and billing info needed. Then, specify your Preferred Invoicing Language (29). If you are integrating with Coupa using cXML or SFTP, you can enter your Advanced Invoicing Address ID (30) in this section as well. If you do not wish to integrate or are uncertain what this is, leave it blank.

If your Pay-To/Remit-To (31) and/or your Ship-From (32) details are the same, you can leave those boxes checked. Otherwise, uncheck them and fill out those sections as well.

Finally, you can invite an additional user to your business’s profile by adding an email address to the Invite user (33) field and clicking the Send Invite (34) button.

When everything is set correctly, click the Next (35) button.

For this screen, be sure to set:

36.  The Area of Service

37.  At least one Region

38.  Any other options you would like.

When ready, click the Next (39) Button.

This next section is optional, but adding Diversity Credentials can help businesses other than BlackLine find you. If you do not have or wish to share any Diversity Credentials, click Skip for Now (40) and proceed to Select a Coupa Subscription.

Otherwise, to include a credential:

41.  Set the relevant Region

42.  Select the credential

43.  Repeat these steps for each region you’d like to include by clicking the button.

44.  When you are ready, click Next.

On the next screen, you can optionally upload your credential(s). Click the Upload (45) button and select the file to upload. When done, click the Next (46) button.

This next section is also optional but can help businesses find you. If you wish to participate, enter your Industry (47) and Product and Service Categories (48), then click Next (49). Otherwise, click Skip for Now (50).

BlackLine DOES NOT require you to upgrade your Coupa subscription to use the Coupa Supplier Portal (CSP). The basic Coupa subscription is free for all BlackLine suppliers. Any fees associated with upgrading your Coupa subscription are charged and managed directly by Coupa.

If you do not wish to purchase a subscription, click Continue (50). Otherwise select your tier.

Note: upgrading is out of scope for this tutorial.

You are now setup, ready to submit an invoice, and get paid.