How to use IBM App Connect with Coupa
Coupa is a cloud-based software that allows you to manage and analyze your employees' spending, from procurement to invoicing and expenses.
- App Connect Enterprise as a Service connector
- Local connector in containers (Continuous Delivery release)
- Local connector in containers (Extended Update Support release)
- Local connector in containers (Long Term Support release)
Supported product and API versions
To find out which product and API versions this connector supports, see Detailed System Requirements on the IBM Support page.
Connecting to Coupa
The Coupa endpoint is deprecating API KEY based authentication and migrating to OAuth 2.0 authentication in Release 35 (January 2023). All Coupa Administrators must transition their API integrations to authenticate with Coupa using OAuth 2.0 as soon as possible. For more information, see API Key Deprecation FAQ.
- You must re-create the accounts as API KEY based authentication is deprecated. The new accounts need to be created by using OAuth 2.0 authentication method.
- The Coupa connector supports only the latest Release 35 (January 2023) from Coupa.
- There are a few property-level changes (for example, property names having underscore are now replaced with hyphens) made to Coupa APIs. Make sure to re-create and rebuild the flows to avoid broken mappings.
- You need to add App Connect specific scopes that provide access
to specific functions for the API. The following is a list of applicable scopes:
- core.common.read
- core.common.write
- core.expense.read
- core.expense.write
- core.inventory.receiving.read
- core.inventory.receiving.write
- core.invoice.read
- core.invoice.write
- core.purchase_order.read
- core.purchase_order.write
- core.supplier.read
- core.supplier.write
- core.user.read
- core.user.write
- core.inventory.transaction.read
Complete the connection fields that you see in the App Connect Designer Catalog page or flow editor. If necessary, work with your Coupa administrator to obtain these values.
Coupa connection fields:
Connection field | Description |
---|---|
API URL | The Coupa REST API URL in the format http://<instance-name>.<coupahost>.com. For example, https://companyname.coupacloud.com. |
Client ID | The unique identifier of your Coupa client application.
Get the client ID from your Coupa account user interface. Tip: For more information about generating client ID, see OAuth 2.0 Getting Started with Coupa API on the
Coupa compass page.
|
Client secret | The client secret of your Coupa client application. Get
the client secret from your Coupa account user interface. Tip: For more information about generating client secret, see OAuth 2.0 Getting Started with Coupa API on the
Coupa compass page.
|
To connect to a Coupa endpoint from the App Connect Designer Catalog page for the first time, expand Coupa, then click Connect.
General considerations
Before you use App Connect Designer with Coupa, take note of the following considerations:
- (General consideration) You can see lists of the trigger events and
actions that are available on the Catalog page of the App Connect Designer.
For some applications, the events and actions in the catalog depend on the environment and whether the connector supports configurable events and dynamic discovery of actions. If the application supports configurable events, you see a Show more configurable events link under the events list. If the application supports dynamic discovery of actions, you see a Show more link under the actions list.
- (General consideration) If you are using multiple accounts for an application, the set of fields that is displayed when you select an action for that application can vary for different accounts. In the flow editor, some applications always provide a curated set of static fields for an action. Other applications use dynamic discovery to retrieve the set of fields that are configured on the instance that you are connected to. For example, if you have two accounts for two instances of an application, the first account might use settings that are ready for immediate use. However, the second account might be configured with extra custom fields.
Events and actions
Coupa events
These events are for changes in this application that trigger a flow to start completing the actions in the flow.
Show more configurable events: Events that are shown by default are pre-configured by using optimized connectivity. More items are available after you configure events that can trigger a flow by polling this application for new or updated objects. For more information about configurable events, see Configuring polled events to trigger flows.
Coupa actions
Your flow completes these actions on this application.
- Addresses
-
- Create address
- Retrieve addresses
- Update address
- Exchange rates
-
- Create exchange rate
- Retrieve exchange rates
- Update exchange rate
- Expense reports
-
- Create expense report
- Retrieve expense reports
- Update expense report
- Inventory transactions
-
- Create inventory transaction
- Retrieve inventory transactions
- Invoices
-
- Create invoice
- Retrieve invoices
- Update invoice
- Lookup values
-
- Create lookup value
- Retrieve lookup values
- Update lookup value
- Purchase orders
-
- Retrieve purchase orders
- Remit-to addresses
-
- Create remit-to address
- Retrieve remit-to addresses
- Update remit-to address
- Suppliers
-
- Create supplier
- Retrieve suppliers
- Update supplier
- Users
-
- Create user
- Retrieve users
- Update user
Examples
Use templates to quickly create flows for Coupa
Learn how to use App Connect templates to quickly create flows that perform actions on Coupa. For example, open the Templates gallery, and then search for Coupa.
Use IBM App Connect to build flows that integrate with Coupa.
Read the blog in the IBM Community to learn how to create a supplier and invoice in Coupa for each purchase order retrieved from IBM Maximo®. Click Read the blog to go to the blog.