Integrating Coupa

Capabilities

DataGrail's Coupa integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access Identifier Categories Email
Live Data Map	System Detection

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Coupa User Role: Admin

Create a Coupa OAuth Client and Assign Scopes

1. Log in to your Coupa instance.
2. Copy your Coupa Subdomain from the URL. If the URL is https://mycompany.coupahost.com, then your Subdomain will be mycompany.
3. Navigate to Setup and then OAuth2/OpenID Connect Clients
4. Select Create and select Client Credentials in the Grant type dropdown.
5. Select the following required scopes for this integration, and then select Save:

Required API Scopes

• offline_access
• core.accounting.read
• core.item.read
• core.invoice.read
• core.supplier.read

6. Copy the Client Identifier and Client Secret and store them in a temporary, secure location.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Coupa.
2. Enter the Subdomain, Client Identifier and Client Secret .
3. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Direct Contact Integrations
• Access Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Coupa integration uses the Suppliers API:

Access Type	Synchronous
Rate Limiting	25 requests/second

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.