Coupa connection

Set up the Coupa integration by locating the hostname and retrieving the client ID and client secret required for OAuth2 authentication.

Prerequisites

Find instance URL (hostname)

Procedure

1. Access your Coupa account: Log in to your Coupa account using your credentials.

2. Identify hostname in URL: Examine the URL of your Coupa account. The hostname follows this format:

{customer_name}.coupahost.com or {customer_name}.coupacloud.com

3. Exclude the protocol (For example, https:// or http://) from the URL as it is not part of the hostname.

Obtaining Client ID and Client Secret

Procedure

1. Navigate to the Setup tab within your Coupa account.
2. Go to Setup > Oauth2/OpenID Connect Clients in the Integrations section. You can speed up this process by using the search function and entering oauth.
3. Click Create.
4. Configuring Client Details:

   • Choose Client credentials as the "Grant Type".

   • Provide the following details:

     • Name for the client.
     • Login.
     • Contact Firstname.
     • Contact Lastname.
     • Contact Email.

   • Select the required OIDC scopes listed below:

core.accounting.read 
core.approval.read
core.budget.read 
core.business_entity.read 
core.catalog.read
core.comment.read 
core.common.read 
core.contract.read 
core.contracts_template.read 
core.easy_form_response.read 
core.easy_form.read 
core.expense.read 
core.expense.secure.read 
core.financial_counterparty.read 
core.global_navigation.read 
core.integration.read 
core.inventory.adjustment.read core.inventory.asn.read 
core.inventory.balance.read 
core.inventory.common.read 
core.inventory.consumption.read 
core.inventory.cycle_counts.read 
core.inventory.pick_list.read 
core.inventory.receiving.read 
core.inventory.return_to_supplier.read 
core.inventory.transfer.read 
core.invoice.read core.item.read 
core.legal_entity.read 
core.object_translations.read 
core.order_pad.read 
core.pay.charges.read 
core.pay.payment_accounts.read 
core.pay.payments.read 
core.pay.statements.read 
core.pay.virtual_cards.read 
core.payables.allocations.read 
core.payables.expense.read 
core.payables.external.read 
core.payables.invoice.read 
core.payables.order.read 
core.project.read 
core.purchase_order_change.read 
core.purchase_order.read 
core.requisition.read 
core.sourcing.pending_supplier.read 
core.sourcing.read core.sourcing.response.read 
core.supplier_information_sites.read 
core.supplier_information_tax_registrations.read 
core.supplier_sharing_settings.read 
core.supplier_sites.read 
core.supplier.read 
core.supplier.risk_aware.read 
core.uom.read 
core.user_group.read 
core.user.read

5. Obtaining Client ID and Client Secret:
   • Save the Client ID, which appears with the Identifier in a secure location.
   • To reveal the Client Secret, select Show/Hide under Secret. Make sure to save it in a safe location.

Establish a connection in Data Integration

Procedure

1. Navigate to the Data Integration Console.

2. Go to Connections and click +Create New Connection.

3. Choose Coupa connection.

4. Enter the Connection Name.

5. Provide your Instance URL (Hostname).

(Ensure it follows this format:)

{customer_name}.coupahost.com or {customer_name} .coupacloud.com

6. Enter the authentication form with your Client ID and Client Secret.

7. Click Test Connection.

If the connection is successful, you can now use this connection in Data Integration.