Coupa
Coupa is a cloud-based business spend management platform that organizations leverage to track and manage spend in real-time, reducing purchasing cycle times and overall costs. Coupa is connected to Tonkean as part of various procurement workflows that track and handle purchase requests.
Out-of-the-box actions include Create a Purchase Order, Create Supplier, and Submit a Requisition for Approval. You can also create custom actions for specialized logic.
Prerequisites
Tonkean uses Coupa client credentials to authenticate. If your Coupa instance does not have an existing client configured to connect with other apps, you must create one and collect the necessary information for it (namely Client ID and Client Secret values).
For instructions on creating and setting up a new client, see OpenID Connect Clients.
In your client, configure the following fields:
Grant type - Client credentials
Name
Login
Contact First Name
Contact Last Name
Contact Email
Scopes - Select the scopes to define the permissions for the client. To support the full array of actions and capabilities offered by Tonkean using the Coupa data source, select the following scopes:
With your client set up, you can connect your Coupa instance as a Tonkean data source.
Authenticate with Coupa
To use Coupa in Tonkean, you must connect it as a data source:
Select the main nav icon,
, in the upper left and select Enterprise Components. The Enterprise Components screen displays.Select + New Data Source in the upper right.
Select Cloud Application. The Add New Data Source window displays.
Enter "Coupa" in the search field, then select Coupa. The Set Up Integration window displays.
Make sure to select the Coupa data source to connect with Coupa Core (not the other Coupa data sources).
Enter your Connection Parameters:
Instance URL
Client Identifier
Client Secret
Scopes (Optional) - Customize these as needed.
Lookup IDs To Keep Updated (Optional)
Custom Object IDs (Optional)
When finished, select Create. Your Coupa data source is connected.