Prepare Coupa connector

note

This connector is currently available in beta.

The Coupa connector retrieves information about third-party subscriptions and subscription costs. Information on your Coupa subscription, users and user activity is not collected.

In Coupa, you must create an API filter and an integration, and copy the values you retrieve into Settings when adding the connector.

Prerequisites

A Coupa account with the Admin permission.

Preparations

In Coupa, you must create an API filter and an integration.

Create an API filter

1. Sign in to your Coupa instance: https://{your-instance-name}.coupacloud.com

2. Go to Setup.

3. In the Integrations section, select API Filters.

4. Select Create.

5. From the drop-down list, select invoices and then select Next.

6. Enter a Name for the filter.

7. In Filter, copy and paste the following JSON code:

   [
   "id",
   "created_at",
   "updated_at",
   "status",
   {
       "supplier": [
       "id",
       "name",
       "display_name",
       "number"
       ]
   },
   {
       "invoice_lines": [
       "id",
       "created_at",
       "updated_at",
       "accounting_total",
       "description",
       "line_num",
       "order_header_num",
       "po_number",
       "order_line_id",
       "order_line_num",
       "price",
       "net_weight",
       "price_per_uom",
       "quantity",
       "status",
       "total",
       "type",
       "tax_distribution_total",
       "shipping_distribution_total",
       "handling_distribution_total",
       "misc_distribution_total",
       "match_reference",
       "original_date_of_supply",
       "delivery_note_number",
       "discount_amount",
       "company_uom",
       "property_tax_account",
       "source_part_num",
       "customs_declaration_number",
       "hsn_sac_code",
       "unspsc",
       "order_line_source_part_num",
       "category",
       "subcategory",
       "deductibility",
       "tax_rate",
       "tax_location",
       "tax_amount",
       "tax_description",
       "tax_supply_date",
       "tax_amount_engine",
       {
           "currency": [
           "id",
           "code",
           "decimals"
           ]
       },
       {
           "item": [
           "id",
           "item_number",
           "name"
           ]
       },
       {
           "order_line_commodity": [
           "name",
           "deductibility",
           "category",
           "subcategory"
           ]
       },
       {
           "commodity": [
           "name",
           "deductibility",
           "category",
           "subcategory"
           ]
       }
       ]
   }
   ]

8. Select Create.

Create an integration

1. In Coupa, go to Setup.

2. In the Integrations section, select OAuth2/OpenID Connect Clients.

3. Select Create.

4. Complete the required fields:

   1. For Grant type, select Client Credentials.

   2. Enter a Name for the integration.

   3. Enter a Login value.

   4. Enter your contact details in the remaining fields.

5. Select the core.invoice.read scope.

6. Select Save.

   After you select Save, an Identifier and a Secret will appear. Copy and save these values.

7. Follow the general procedure to Add connectors. Refer to the table below for information on which values from Coupa correspond to the fields shown in Snow Atlas:

   Setting in Snow Atlas	Value from Coupa
   Client ID	Enter the Identifier value you retrieved from Coupa.
   Client secret	Enter the Secret value you retrieved from Coupa.
   Coupa API URL	Enter the name of your organization's Coupa instance in the following format: https://{your-instance-name}.coupacloud.com
   Commodities	Enter a comma-separated list of your organization's commodities. You can find a list of your commodities in Coupa by going to Setup, and in the Company Setup section, selecting Commodities.

The connector makes API calls to the vendor and retrieves data. For more information, see API calls and Data retrieved by the connector.

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