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Coupa walkthrough

info

Coupa is currently available in Beta Stage and supports API version R38.

Coupa is a cloud-based spend management platform that helps organizations control their expenses and invoicing processes effectively.

Reports overview

Details regarding the Reports available within Coupa's documentation:

Connection

To connect with Coupa, follow the step-by-step tutorial.

After successfully establishing a connection, you can integrate Coupa data into a cloud target.

Coupa provides a Multi-Tables mode for Standard Extractions, letting you simultaneously load multiple tables to your target.

Setting up Coupa integration

Coupa provides a Multi-Tables mode for Standard Extractions, letting you simultaneously load multiple tables to your target.

To pull data from Coupa into your Target using Multi-Tables mode, follow these steps:

  1. Choose your Target destination.
  1. Select your Target Connection and click the curved arrow next to "Database and Schema" on the right-hand side of the row. Once the refresh is complete, choose the Database and Schema where you want the data to be stored.
  1. Set the loading mode for your Multi-Tables migration.
note

While a default loading mode is defined in the "Target" tab, you can modify the loading mode for individual tables by clicking on the Table Settings tab.

  • For Storage Targets (For example, Google Cloud Storage, Amazon S3, Azure Blob Storage), choose a bucket and a path for your data to land.
  1. Click the 'Schema' tab to access your database's metadata.

In Coupa, an API GET call fetches all the reports and organizes them into tables within the Schema tab.

important

The connection must be successfully established for all tables to appear in the Schema tab.

  1. Select the Reports you want to include by checking the checkboxes next to them, or select all tables by checking the checkbox next to the Source Tables heading.
  1. After choosing your tables, they are displayed with further editing possibilities. You can change the following on the Columns tab:
    • Select or clear the checkboxes next to the columns you want to include or exclude from the Target.
    • In the Target column, rename the field by clicking the name and typing a new one.
    • Double-click the current data type under Type to change the field to a new one.
note

Nested fields will receive the Variant data type, indicating that the columns are not flattened.

  • Change the field's mode under Mode.
  • To make a field the key for Upsert-Merge, highlight it with the key to the left of the field name.
  1. A custom expression can be added to any target column by clicking + Add Calculated Column.
note

When adding comments to Expressions queries, use "comment" rather than two hyphens (--) to prevent commands from being mistakenly interpreted as comments, as the query is converted to a single line.

  1. In the Table Settings tab you can edit:
  • You can extract data in two ways:
    • All
    • Incremental

If you choose Incremental, you can specify which field will be used to define the increment.

note
  • Start Date is mandatory.
  • Data can be retrieved for the date range specified between the Start and End dates.
  • If you leave the end date blank, the data will be pulled at the current time of the River's run.
  • Date timezone: UTC.
  • The Incremental extraction mode is strongly advised for Approvals and Invoice Headers reports.
  • Select Edit to change the Target Table Name.
  • Change the Merge Method and the Loading Mode
  • Filter logical key duplication between files - This option removes duplications from the current source pull.
  1. To schedule your River, specify execution timeouts, and receive notifications, go to the Settings tab.
  1. Click Run to run your River.
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