Connector to Coupa

With the Coupa® connector, you can use a Get Request command to retrieve business spend management data from Coupa as a chain to automate, procure-to-pay, accounts payable, and expense management.

Note: This connector is built by Workiva and connects to a third-party system. While our Support team can help configure this connector within your workspace, we are unable to troubleshoot or otherwise assist with any issues that originate outside of the Workiva platform.

Prerequisites

To set up the connector, you'll need:

• Admin access in Coupa.
• Your Client ID and Secret from the OAuth2/OpenID Connect Client.
• The scopes from the OAuth2/OpenID Connect Client.
• Your Coupa domain name, such as companyname.coupahost.com

Set up the Coupa connector

Note: To make the connector available for use in your organization's chains, an org security administrator must first enable it.

1. From Chain Builder, click Connections  compare_arrows, and then Create at the top right.
2. Under BizApp Connection, select Coupa and the default CloudRunner.
   
3. Under Basic Info, enter a unique name and description to help identify the connection.
4. Under Properties, enter the connection's details:
   
   

   Property	Details
   API key	This has been deprecated by Coupa and is no longer in use.
   Coupa Domain	Enter your Coupa domain, such as companyname.coupahost.com.
   Client ID	Enter your Client ID from the OAuth2/OpenID Connect Client.
   Client Secret	Enter your Client Secret from the OAuth2/OpenID Connect Client.
   Scopes	Enter your scopes from the OAuth2/OpenID Connect Client. Make sure to remove any commas, and instead separate each scope using a space (e.g., core.accounting.read core.accounting.write).

   Note: All sensitive credentials are automatically encrypted and stored at Advanced Encryption Standard (AES)-256 encryption.

5. Select the environments to use the connection, and click Save.
6. To test the connection, create and run a chain with the connector's Get Request command, and verify it returns a valid output.

Troubleshooting

If the connection to Coupa fails:

• Ensure the connector's integration user has Admin permissions in Coupa.
• Check your Client ID and Secret.
• Ensure the Scopes have no spaces or punctuation added.
• Verify your Coupa domain.