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.

• Information Stored
• Minimum Permissions Required
• Authentication Method
• Credentials Required
• Integrating Coupa with SaaS Management
• API Endpoints

Information Stored

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.

Available Integration Tasks

Integration Task

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 product.

Minimum Permissions Required

Minimum API required permissions are based on the Application Permission and User Role .

Application Permission

Application Permission

Permission

Description

Integration Task Name

core.user.read

To read the list of users in your Coupa account

Application Roster

core.expense.read

To read the Expense data in your Coupa account

Expense Discovery

User Role

User Role

Role

Description

Integration Admin

To grant the application permissions, the user must have Integration Admin access. For details, refer to Coupa’s documentation section OAuth 2.0 Getting Started with Coupa API.

Authentication Method

OAuth2 with Client Credentials

Credentials 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 section.

Integrating Coupa with SaaS Management

To integrate Coupa with SaaS Management, perform the following tasks.

• Obtaining the Coupa Base URL
• Obtaining Client Credentials
• Integrating Coupa with SaaS Management

Obtaining the Coupa Base URL

To obtain the Coupa Base URL, perform the following steps.

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 the Coupa Base URL. This information will later be pasted in SaaS Management. For details, refer to Integrating Coupa with SaaS Management.

Obtaining Client Credentials

Sign in to Coupa as an Integration Admin to create an OAuth2/OIDC client with the client credentials grant type. Once 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 navigate quickly to this page, type “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 Application Permission 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. Paste the Coupa Client ID and Client Secret values in SaaS Management as mentioned in the following section: Integrating Coupa with SaaS Management.

Integrating Coupa with SaaS Management

To integrate Coupa with SaaS Management, perform the following steps.

To integrate Coupa with SaaS Management:

1. Add the Coupa application in SaaS Management. Refer to Adding an Application.
2. Paste the following Coupa information from Obtaining Client Credentials in the respective SaaS Management integration setup fields:
• Base URL
• Client ID
• Client Secret
3. Click Authorize.

API Endpoints

Application Roster

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

Expense Discovery

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