Coupa

Modified on Fri, 14 Jun at 9:50 AM

The Coupa modules enable you to grant or reject approvals, and update or add approvers to requisitions in your Coupa account.

Coupa has deprecated connection using API Key. You need to create OAuth2.0 client credentials to connect Coupa with Make

To use Coupa in Make you must have the Enterprise plan.

All Enterprise apps are currently labeled as premium tier 3 in Make.

To get started with Coupa, create an account at Coupa.com.

Connect Coupa to Make

To connect your Coupa account to Make you need to obtain the client credentials from the Integrations section of your Coupa account.

Log in to your Coupa account.
Click Setup > Integration > OAuth2/OpenID Connect Clients. Alternatively, use the search option to locate OAuth2/OpenID Connect Clients.
Click Create.

Enter the details as provided in the table below and click Save.

Grant Type	Select Client credentials.
Name	Enter the app's name.
JWK URI	Enter the following redirect URI: `https://www.integromat.com/oauth/cb/coupa` `https://www.make.com/oauth/cb/coupa`
Login	Enter the login username of the user.
Contact First Name	Enter the user's first name.
Contact Last Name	Enter the user's last name.
Contact Email	Enter the user's email address.
Scopes	Select the following mandatory scopes for the user: email login offline_acces openid profile core.accounting.read

Copy the Identifier value, click Show/hide against the Secret field, and copy the value to a safe place.
Go to Make and open the Coupa module's Create a connection dialog.
Select the Connection type as Coupa.
In the Connection name field, enter the connection name.
In the Resource URL field, enter your account's URL address without https://.
In the Identifier, and Secret fields, enter the client credentials from step 5, select the scopes, and click Save.

The connection is established. You can proceed with setting up the module.

Approves a requisition.

Connection	Establish a connection to your Coupa account.
Enter Approval ID	Select whether you want to specify Approval ID manually or select from the list.
Requisition	Select the requisition you want to grant approval for.
Approval	Select the approval or enter (map) the ID of the pending approval you want to grant.
Note	Enter the reason for approval.

Rejects a requisition.

Connection	Establish a connection to your Coupa account.
Enter Approval ID	Select whether you want to specify Approval ID manually or select from the list.
Requisition	Select the requisition you want to reject an approval for.
Approval	Select the approval or enter (map) the ID of the pending approval you want to reject.
Reason on Rejection	Enter the reason for rejection.

Updates an existing requisition line.

Connection	Establish a connection to your Coupa account.
Enter Requisition Line ID	Select whether you want to specify requisition line ID manually or select from the list.
Requisition	Select or enter (map) the requisition that contains the line you want to update.
Requisition Line ID	Select the line or enter (map) the ID of the line you want to update.
Quantity	Enter the quantity.
Unit Price	Enter the unit price.
Item ID	Select item or enter the item unique identifier.
Contract ID	Enter (map) the ID of the contract.
Supplier ID	Enter (map) the ID of the supplier.
Payment Term Code	Enter the code of the payment term.
Currency Code	Enter the currency code.
Need by Date	Enter the date when the item is no longer useful to you.

Adds an approver to a requisition.

Connection	Establish a connection to your Coupa account.
Requisition ID	Select the requisition or enter (map) the ID of the requisition you want to add an approver to.
Position	Select whether to add the new approver before or after the current approver.
Approver ID	Select the approver or enter (map) the ID of the approver you want to add to the requisition.
Current Approver ID	Select or enter the ID of the current approver.

Allows you to perform a custom API call.

Connection	Establish a connection to your Coupa account.
URL	Enter a path relative to `https://{your-resource-name}.coupacloud.com/`. For example: `/api/accounts/`. Note For the list of available endpoints, refer to the Coupa API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we added those for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

The following API call returns requisitions in your Coupa account:

URL: /api/requisitions/

Method: GET

The result can be found in the module's Output under Bundle > Body.