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Set up a connection to Coupa

Naga Sri Hari Gonaboyina
Updated

Coupa is a cloud-based business spend management platform that helps companies to manage procurement, invoicing, expenses, and sourcing.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

URL subdomain * 

Enter your Coupa account URL subdomain. For example, if your Coupa account URL is https://greatsales.coupahost.com, then greatsales.coupahostis the URL subdomain.

OAuth 2.0 client *  

Select the OAuth 2.0 client that stores the client ID and client secret provided by Coupa.

How to retrieve the client ID and client secret 

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit ( edit.svg ) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.

Grant type * 

Select your OAuth 2.0 grant type (either Authorization code or Client credentials)

Valid domain names * 

Enter your Coupa valid domain name. For example, if your Coupa account URL is https://greatsales.coupahost.com/, then greatsales.coupahost.comis the valid domain name.

Scopes * 

Scopes are OAuth 2.0 permissions that Coupa defines to limit access to your account.

How to configure scopes 

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see the OAuth 2.0 auth universal connector documentation.

How to retrieve the client ID and client secret

  1. Sign in to your Coupa account.

  2. Navigate to Setup > Integrations > Oauth2/OpenID Connect Clients.

  3. Click Create. The Create client page appears.

  4. From the Grant type list, select Client credentials.

  5. Provide a Name, Login, and Contact info.

  6. In the Scopes section, select the required scopes and click Save.

  7. Copy the Client ID.

  8. Copy the Client secret. For more information on how to create an OAuth 2.0 client in Coupa, see OAuth 2.0 Getting Started with Coupa API.

How to configure scopes

  1. Click Scope.

  2. To access all of the scopes in the API, click the » button.

    – or – 

    Check the scopes you want to add and click the > button.

  3. Click Save.

Additional references