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
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
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Application Roster
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Expense Discovery
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Note:Expense data is sourced for the past 90 days on the initial run.
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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
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core.user.read
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To read the list of users in your Coupa account
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Application Roster
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core.expense.read
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To read the Expense data in your Coupa account
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Expense Discovery
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User Role
User Role
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Integration Admin
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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.
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Authentication Method
OAuth2 with Client Credentials
Credentials Required
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
To obtain the Coupa Base URL, perform the following steps.
To obtain the Coupa Base URL:
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1.
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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.
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.
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1.
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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. |
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2.
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Complete the following on Coupa’s Oauth2/OpenID Connect Clients page: |
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b.
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For Grant Type, select: Client credentials. |
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c.
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Specify a name for the Client, Login, Contact info, and Contact Email fields. |
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d.
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Select the Scopes as mentioned in the Application Permission section. Scopes are available for review at https://{your_instance_address}/oauth2/scopes. |
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e.
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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. |
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f.
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Copy the Client Identifier, which is the Client ID and click Show/Hide to display and copy the Client Secret. |
Integrating Coupa with SaaS Management
To integrate Coupa with SaaS Management, perform the following steps.
To integrate Coupa with SaaS Management:
API Endpoints
Application Roster
https://<<BaseURL>>/api/users
Expense Discovery
https://<<BaseURL>>/api/expense_reports