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GLOBAL SUPPLIER RESOURCES

Supplier Information Management

Whether you are a new supplier or already a part of our database of trusted suppliers, we will need you to provide and maintain your information with The Trade Desk.

Table of Contents

  1. Supplier Information Management Overview
  2. Completing the Information Management Form

1. Supplier Information Management Overview

The Trade Desk uses the Coupa Supplier Portal (CSP) to collect and manage supplier information. This guide provides instructions on completing our information request form. While Joining the CSP is optional, using the CSP helps avoid duplicate form submissions if there are discrepancies or if The Trade Desk needs more information to process your payments. If you are unable to join the CSP, click Respond Without Joining to complete our form.

Invitation to The Trade Desk’s Supplier Database

The Trade Desk will invite you to the Coupa Supplier Portal (CSP) to complete the supplier onboarding form or to update your information.

If you currently use the CSP, please ensure the email you received the information request invitation is the same email connected to your account. 

Please reach out to the buyer or accounts payable to receive an invitation. Invitations to the CSP to complete the onboarding form or information request expire after 30 days. 

If you have not already been invited, please contact us!

The Trade Desk will need to initiate an invite to connect through the Coupa Supplier Portal.

This can be initiated in two ways:

Profile Information Request

A Profile Information Request to join from The Trade Desk to you, the supplier.

Purchase Order

The option to join when receiving a Coupa Purchase Order from The Trade Desk.

2. Completing the Supplier Information Management Form

Supplier Information

In the first section of the form, complete the information listed below. Some information may already be completed on your behalf. Make any necessary corrections, when needed.

Supplier Name: Ensure the Supplier Name matches the company name you are registered with. 

Supplier DBA Name: If your company goes by another name, add to this field. 

Website: Add your supplier website

Organization Type: Complete this field based on your tax documents. 

Business Unit: This is an internal field which is completed by The Trade Desk. 

US or International: This is an internal field which is completed by The Trade Desk. 

Goods or Services Provided: Add what The Trade Desk is purchasing from you. 

Payment Terms: The agreed upon terms located on the purchasing contract, SOW, or OF. 

Purchase Order Delivery Email: the email which you would like to receive a copy of a PO. Some, not all, of our suppliers will receive a PO. 

Have you ever been a customer of The Trade Desk? : If you are currently a customer of The Trade Desk, please indicate ‘Yes’

Are you an existing supplier to The Trade Desk? : If you have been a trusted supplier with The Trade Desk prior to completing this form, please indicate ‘Yes’

Primary Contact

In this section, please add the primary contact for your account. This would be the same contact as the person completing the form. The contact email provided should be for the appropriate department or person who is able to complete this form, including tax information and banking details for payment.

Contact Purpose: What department or type of contact are you providing?

First Name: First name of the person completing the form

Last Name: Last name of the person completing the form

Email Address: Email address of the person completing this form. 

Work Phone

Mobile Phone

Fax

Supplier Primary Address

In this section, please add your primary address for your company. This address can differ from your remit to address and is typically what is found on your tax form.

Address Purpose: Please add the address that is located on your tax form.

Country/​Region

State Region

Address Name

Street Address

City

Postal Code

Location Code

Tax Information

Is your company based in the United States? : Please indicate if your country is located in the United States.

Country

Tax ID

Attachments — Federal Tax Form W9/W8 BEN/ W8-BEN‑E: In some cases, you will be asked to provide a copy of your tax documents. Please ensure you are attaching the pdf copy, when required. 

Remit To Address

For The Trade Desk to make a payment, please be sure to fill out your remittance information.

Keep in mind, if you created a CSP account, adding your remittance information may seem like a duplicate step. The information you provided when setting up your CSP account can be selected to avoid manually adding in the information.

If you do not have a Coupa Supplier Portal account, and are a new supplier, you have the option to enter the details manually.

Add Remit To:

Please select this icon to add your remittance information or update existing remittance information. 

Select the remit to information you created when setting up your CSP account or type in each field the necessary address requirements. 

If you are a current supplier updating your information, we ask that you do not delete or modify your existing Remit-To section. If you need to update your information, please select Add Remit-To in order to create a new site with updated information. 

Contact Email and Invoicing Currency

Add Remit to Contact Email: Add the email where you would like to be informed of payment.

Purchase Order Delivery Email: In the event The Trade Desk sends you a Purchase Order, please indicate which email you would like to receive it.

Invoice Currency: Please indicate what currency we should expected to be billed.

Payment Method

For information on what payment methods and banking requirements for your country, please visit out Banking Requirements by Country Guide which can be found on our Global Supplier Resources Website..

The Trade Desk requires a Fraud Prevention Verification to be conducted when banking information is added or if there is a change on a supplier record prior to payment. If Credit Card is your preferred method of payment, you will not be required to conduct the fraud prevention verification.

Payment Method: Please indicate how you would like to be paid. If you are unsure of what to select, please view the different options available to you.

  • Credit Card — It is important to review this section prior to selecting Credit Card.
  • ACH — Not applicable for all Countries.
  • Wire — Universally accepted with specific requirements per country.

  • The Trade Desk’s preferred payment method is Credit Card. If you select Credit Card, you are also confirming no fee will be applicable to The Trade Desk and the amount on the invoice is what will be available to be extracted from the virtual card.

  • The Email Address where you would like to receive the virtual credit card number to extract your payment, please add to the Remit-To Contact Email field.

  • If you choose Credit Card as your payment method, select Yes for “Will your payment method be Credit Card Payment?”

  • ACH is a payment method which can be utilized to be used to and from United States Banks. Additionally, ACH can be used to make a local payment in Hong Kong through the local clearing system known as Hong Kong Interbank Clearing Limited (HKICL).

  • If you choose ACH, select No, under “Will your payment method be Credit Card payment?” to add your banking details.

  • If you are using a US bank, you will be required to add a routing number and account number.

  • If you are using HKICL, we will need the following bank details to issue payment:

    • Bank Name: The official name of the bank holding the supplier’s account.

    • Bank Code: A 3‑digit code that identifies the recipient’s bank in Hong Kong.

    • Branch Code: A 3‑digit code that identifies the specific branch of the bank where the recipient’s account is held.

    • Account Number: The full bank account number of the recipient. 

    • Account Name: The name of the account holder as recognized by the bank. This should match the name provided in the payment details to avoid any discrepancies. 

  • Wire is a payment method which can be used by all banks globally. Select No, under “Will your payment method be Credit Card Payment?” to add your banking details.

  • If you are expecting a Wire payment, some countries require specific fields to have a successful payment.

  • For more information on banking requirements for your country, please visit the Banking Requirements by Country Guide.

  • Although we highly recommend you visit our Global Supplier Resources website to view the requirements for your bank’s specific country, here is a generalized guide:

Bank CountryRequirement
AustraliaBSB Number
CanadaTransit and Institution Number
Hong
Kong		Beneficiary Name, Bank Name, Account Number, Swift/​BIC Code, Bank Address
IndiaIFSC Code

Vendor Banking Information

For suppliers who have a Coupa Supplier Portal Account, some of the information will auto-populate. Suppliers who do not have a CSP account will be required to provide banking information.

Supplier Information Banking Requirements by Country

Be sure to check which fields are required when providing your banking information by visiting the Banking Requirements by Country Guide.

Learn more

Supporting Documentation

Supporting Documentation: Please attach supporting documentation for your banking information.

If you are providing banking information from within the United States:

Attach a voided check or bank account details on bank letterhead confirming full account information. 

If you are providing banking information from outside the United States:

Attach bank account details on bank or company letterhead confirming full account information. 

If you are updating your information, please also attach your existing payment information. 

The Trade Desk Internal Information

Please leave the internal fields blank. These will be utilized by The Trade Desk.

Submit

Once submitted, The Trade Desk Account Payable team will review your form and reach out if there are any issues or if additional information is needed.

Additional Supporting Documentation: Please attach any additional supporting documentation.

Submit: Depending on the need to fill out the form, you will have the option to select Submit or Update.

Keep in mind, if you are submitting banking information, The Trade Desk will be conducting a fraud prevention verification of your details prior to onboarding or updating your information.

For additional step-by-step instructions,
download our guide:

Supplier Information Management

Thanks for completing our form!

Additional Supplier Resources