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

The Administrator role is needed for user management and reading expense reports.

For details, refer to Coupa’s API Key Security documentation.

Authentication Method

Token Based

Credentials Required

• API Key
• Base URL

Integrating Coupa with SaaS Management

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

• Obtaining the Coupa Base URL
• Obtaining the Coupa API Key
• 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 the Coupa API Key

An administrator can create or read a Coupa API Key from the API Keys section of the Integrations table. To obtain the Coupa API Key, perform the following steps.

To obtain the Coupa API Key:

1. Log in to the Coupa Portal with your administrator credentials.
2. Click the Setup tab.
3. Scroll down to the Integrations table and click the API Keys tab to obtain your Coupa API Key.
4. Copy the Coupa API Key. This information will later be pasted in SaaS Management. For details, refer to 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 in SaaS Management:
• API Key
• Base URL
3. Click Authorize.

API Endpoints

Application Roster

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

Expense Discovery

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