Fivetran Supplier's Guide

Fivetran manages purchases and payments through Coupa. All new suppliers need to onboard through Coupa SIM. To get started, please create an account to receive purchase orders, submit invoices, and track your payment status.

Here are two options for submitting invoices to Fivetran:

Step 1

Select "Join and Respond". This will take you to a new page that appears similar to the one below: 

Step 2

Fill the registration form as shown

• Select the applicable role you belong to
• Create and confirm a password for your Coupa account
•  Click on “I accept the Privacy Policy and the Terms of Use” and then click “Create an Account”

Step 3

‍Forward Your Invitation:

In order to register as a vendor for Fivetran, we require that you provide your company’s information, including your tax and banking information. If you are not the correct person to complete this for your company, you can forward the invite to a colleague by entering their email by clicking to “Forward this to someone button”

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Step 3

Coupa will ask for a code sent to your Email address. Once this is complete hit ‘Next’.  

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Step 4

Complete all required fields, starting with  Basic Information. 

Step 5

Kindly fill your company’s address and your company’s Tax Information. Select the Add Tax Registration button to start this process. Fill out the information required based on your country and attach your company’s Tax Form/Certificate. 

Step 6

For Remittance and Bank Information select if you use a US bank or a Non-US bank. Then hit the Add Remit-To button to set up your remittance. The last step is to attach a bank form verifying ownership of your business’ official bank account. You’ll then check the box to certify all information provided is correct and submit the Form for approval to Fivetran

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Step 7

Please note to add “ Remit to” address, you need to Enable Multi Factor Authentication. Once this is completed hit “Enable”

Step 8

Great news! You've finished setting up your Coupa Supplier account. Fivetran, Inc. will let you know when your profile is approved - we look forward to working with you!

Step 1

‍Click on the “orders” tab on the navigation bar.  From the Select Customer drop-down list in the top right corner, select the customer whose POs you want to see.

It should look like this:

Step 2

‍Click into whichever PO you would like to invoice. Double check that it is the correct purchase order. The Purchase Orders table shows the following information for all the POs you received from the selected customer.

Step 3

‍Click on the Create Invoice Gold_Coins.png icon for the PO in the Actions column of the Purchase Orders table.

Step 4

Choose Invoice Details:

• Enter new billing, shipping, and remittance information, or:
• Select an existing invoice to use its details for "From," "Bill To," and "Ship From" addresses.

Legal Entity and Payment Options:

• Picking a legal entity shows available "Invoice From" addresses and how your customers can pay (e.g., "Bank Account or Credit Card").

Multiple Payment Methods:

• If a customer has multiple payment options, you might see separate "Remit To" and "Ship From" addresses for each.
• To accept a new payment type, you might need to add a corresponding "Remit To" address.

Step 5

‍The Create Invoice page streamlines the process by pre-filling certain fields based on the PO. Be sure to review and complete all required information (marked with a red asterisk) before finalizing the invoice.

Step 6

‍Factor in any taxes, handling fees, shipping costs, or additional charges before finalizing your order. Click 'Submit' to review and then 'Send Invoice' to complete the process.

Step 1

‍Click on the “invoices” tab on the navigation bar. 

Step 2

‍Click on “ Create Blank Invoices”

Step 3

‍To process your invoice, please provide the following: invoice number, date, payment terms, currency, and upload an image using "Choose File".

Step 4:

‍Kindly fill the Lines Description and hit “Submit”

Step 1

‍Click on the “Invoices” tab on the navigation bar.

Step 2

‍Click on the drop-down menu next to View

Step 3:

‍Select “Payment information”

After completing the Fivetran questionnaire, you'll have the option to set up your legal entity. This can also be done under the Admin tab if you prefer.

Step 1

‍Click on the ”Admin” Tab at the top of the page.

Step 2

‍Click on “Legal Entity Setup” as highlighted below.

Step 3

‍Click on the “Add Legal Entity” button on the upper right side of the page and a pop-up on the screen will appear.

Step 4

‍Enter your business details by filling up “Legal Entity Name” and “Country” and then click “Continue”

Step 5

‍Enter your Organization details

• Concentrate on filling out the fields with a red asterisk - those are the important ones!
• Don't worry if you don't have your company's tax ID number. If Coupa asks for it, just click "I don't have a Tax ID Number".
• By default, the form will use the same address for both shipping and receiving information. If you need different addresses, uncheck the pre-selected boxes.
• Once you've filled out all the necessary information, click "Save & Continue" to proceed.

The Admin tab empowers you to efficiently manage your team, consolidate accounts, ensure accurate payments, and streamline electronic invoicing within Coupa.

Adding new team members to Coupa is easy! Click "Invite User," enter their details, and assign them the necessary permissions. They'll then receive a welcome email with instructions to create their password and access the platform.

Email procurement@fivetran.com for any questions to do with Coupa or Refer to these FAQs for further help.