Expense (Coupa)

Coupa Expenses is a market-leading expense management solution that solves this problem with a relentless drive to ensure customer success and quantifiable results.

The following sections explain prerequisites, resources, and instructions for integrating with SaaS Management.

• Stored Expense (Coupa) Information
• Required Minimum Permissions for Expense (Coupa)
• Expense (Coupa) Authentication Method
• Required Expense (Coupa) Credentials
• Integrating Expense (Coupa) With SaaS Management
• Expense (Coupa) API Endpoints

Stored Expense (Coupa) Information

The Coupa Integration runs the Application Roster and Expense Discovery tasks, and stores the following data. Expense data is sourced for the past 90 days on the initial run.

The following table describes the available integration tasks and stored data within SaaS Management.

Available Integration Tasks

Information Stored

Application Roster
• User ID
• Email
• First Name
• Last Name
• Active Date

Expense Discovery
• Account ID
• Account Email
• Amount
• Transaction Date
• Currency
• Merchant Name
• Comments
• Status

Note:Expense data is sourced for the past 90 days on the initial run.

Note:The information stored is subject to change as enhancements are made to the SaaS application.

Required Minimum Permissions for Expense (Coupa)

The minimum API required permissions are based on the Required Application Permissions for Expense (Coupa) and the Required User Role for Expense (Coupa.

Required Application Permissions for Expense (Coupa)

Application Permission

Description

Integration Task Name

core.user.read

Enables you to read the list of users in your Coupa account.

Application Roster 

core.expense.read

Enables you to read the expense data in your Coupa account.

Expense Discovery 

Required User Role for Expense (Coupa

Note:The following SaaS application user role is not applicable to Flexera One roles. )

User Role

Description

Integration Admin

To grant the application permissions, the user must have Integration Admin access. For more information, see the Coupa documentation topic, OAuth 2.0 Getting Started with Coupa API.

Expense (Coupa) Authentication Method

OAuth 2.0 With Client Credentials is the required authentication method.

Required Expense (Coupa) Credentials

The following credentials are required:

• Base URL
• Client ID
• Client Secret.

Note:Existing SaaS Management customers are required to reauthorize the Coupa integration with the generated client credentials as mentioned in the Obtaining Client Credentials for Expense (Coupa) section.

Integrating Expense (Coupa) With SaaS Management

Perform the following tasks in sequential order to integrate Coupa with SaaS Management.

• Obtaining the Coupa Base URL
• Obtaining Client Credentials for Expense (Coupa)
• Integrating Coupa With SaaS Management

Obtaining the Coupa Base URL

Before Integrating Coupa With SaaS Management, you need to complete the following steps to obtain the Coupa Base URL.

To obtain the Coupa Base URL:

1. Each Coupa customer has their own URL in the following format: (BaseURL).coupahost.com. After creating your Coupa account, use your login link to obtain the Coupa Base URL.

Example: For https://companyname.coupahost.com/api/users, companyname is the Base URL.

2. Copy and paste the Coupa Base URL into a file. This information will later be entered into SaaS Management.
3. Continue to Obtaining Client Credentials for Expense (Coupa).

Obtaining Client Credentials for Expense (Coupa)

After Obtaining the Coupa Base URL, sign in to Coupa as an Integration Admin to create an OAuth2/OIDC client with the client credentials grant type. After the client is configured, the Client ID and Client Secret values are used to gain access to the Coupa API.

1. To set up your Coupa instance with a new connection, go to Setup > Oauth2/OpenID Connect Clients. To go quickly to this page, enter “oauth” in the Search box.
2. Complete the following on Coupa’s Oauth2/OpenID Connect Clients page:
a. Click Create.
b. For Grant Type, select Client credentials.
c. Specify a name for the Client, Login, Contact info, and Contact Email fields.
d. Select the Scopes as mentioned in the Required Application Permissions for Expense (Coupa) section. Scopes are available for review at https://{your_instance_address}/oauth2/scopes.
e. Click Save. Saving the client gives you values for the Client Identifier and Client Secret, which are needed to gain access to the API Scopes you have defined for it.
f. Copy the Client Identifier, which is the Client ID and click Show/Hide to display and copy the Client Secret.
3. Copy and paste the Coupa Client ID and Client Secret values into a file. This information will later be entered into SaaS Management.
4. Proceed to Integrating Coupa With SaaS Management.

Integrating Coupa With SaaS Management

Complete the following steps o integrate Coupa with SaaS Management.

To integrate Coupa with SaaS Management:

1. Complete the steps in the prerequisite sections:
• Obtaining the Coupa Base URL
• Obtaining Client Credentials for Expense (Coupa)
2. Add the Coupa application in SaaS Management. For more information, see Adding an Application.
3. Copy and paste the following Coupa information from Obtaining the Coupa Base URL and Obtaining Client Credentials for Expense (Coupa) into the respective SaaS Management integration setup fields:
• Base URL 
• Client ID 
• Client Secret 
4. Click Authorize.

Expense (Coupa) API Endpoints

Application Roster

https://<<BaseURL>>/api/users

Expense Discovery

https://<<BaseURL>>/api/expense_reports