Coupa - UnifyApps

Coupa is a cloud-based platform for Business Spend Management (BSM) that helps organizations streamline procurement, invoicing, expense management, and supply chain operations. It enables businesses to optimize costs, improve efficiency, and gain real-time visibility into spending across departments.

Integrating your application with Coupa brings a range of transformative capabilities to your organization’s spend management.

Authentication

Before integrating Coupa, ensure you have the following information

Connection Name: Choose a meaningful name for your connection. This name helps you identify the connection within your application or integration settings. It could be something descriptive like “MyAppCoupaIntegration”.
Authentication Type: Coupa supports OAuth 2.0 authentication for integrations. This allows admins to take actions within Coupa without any user interference.

OAuth Authentication

Using OAuth to connect your application with Coupa enhances security and enables controlled access to Coupa's APIs. Follow these steps to generate and configure OAuth credentials within Coupa:

Login to Coupa: Access your Coupa instance at https://[your-instance-name].coupacloud.com/oauth2/clients.
Navigate to OAuth Setup: Go to Setup then Integrations and then OAuth2/OpenID Connect Clients in the menu.
Create a New OAuth Client: Select “Create” to configure a new OAuth client and fill in the necessary details:
Select all the scopes that you plan to provide to Unify Apps. Example: core.common.read
After adding all selections, click Save.
Coupa displays the OAuth connection details, including the Secret. Copy and store the Identifier and the Secret for use in Unify Apps.

Scopes

Scope Code	Description
`core.common.read`	Basic read access for Coupa data
`core.common.write`	Basic edit access for Coupa data
`core.account_type.read`	Access to view account types
`core.account_type.write`	Access to create and update account types
`core.budget_line.read`	Access to view budget lines
`core.budget_line.write`	Access to create and update budget lines
`core.item.read`	Access to view items
`core.item.write`	Access to create and update items
`core.task.read`	Access to view tasks
`core.task.write`	Access to create and update tasks
`core.supplier.read`	Access to view suppliers
`core.supplier.write`	Access to create and update suppliers
`core.supplier_information_site.read`	Access to view supplier information sites
`core.supplier_information_site.write`	Access to create and update supplier information sites
`core.approval.read`	Access to view approvals
`core.approval.write`	Access to create and update approvals
`core.purchase_order.read`	Access to view purchase orders
`core.purchase_order.write`	Access to create and update purchase orders

Actions

Actions	Description
`Cancel purchase order`	Cancels purchase order in Coupa
`Clone account type`	Clones a chart of accounts in Coupa
`Close purchase order`	Closes purchase order in Coupa
`Create account type`	Creates a chart of accounts in Coupa
`Create budget line`	Creates a budget line in Coupa
`Create item`	Creates an item in Coupa
`Create supplier`	Creates a supplier in Coupa
`Create task`	Creates a task in Coupa
`Delete task`	Deletes a task in Coupa
`Get account type by id`	Retrieves a chart of accounts by ID in Coupa
`Get budget line by id`	Retrieves a budget line by ID in Coupa
`Get item by id`	Retrieves an item by ID in Coupa
`Get supplier information site`	Retrieves supplier information sites by supplier ID in Coupa
`Get task by id`	Retrieves task by ID in Coupa
`Grant approval`	Perform approve action on an approval in Coupa
`Reject approval`	Perform reject action on an approval in Coupa
`Update budget line`	Updates a budget line record in Coupa
`Update item`	Updates an item in Coupa
`Update task`	Updates a task in Coupa

Triggers

Triggers	Description
`New/Update account_type`	Polls periodically for new or updated account_type in Coupa
`New/Update budget_line`	Polls periodically for new or updated budget_line in Coupa
`New/Update item`	Polls periodically for new or updated item in Coupa
`New/Update supplier`	Polls periodically for new or updated supplier in Coupa
`New/Update task`	Polls periodically for new or updated task in Coupa