Coupa

Source

Polytomic connects to Coupa using a Coupa hostname, Client ID, and Client Secret:

  1. Find your Coupa hostname in your Coupa URL. Your Coupa URL will be in the following format: hostname.coupahost.com or hostname.coupacloud.com. You will enter this hostname in Polytomic later.
  2. In Coupa, go to Setup → Integrations → Setup → OAuth2/OpenID Connect Clients.
  3. Click Create.
  4. Select Client Credentials as the Grant Type.
  5. Enter the following information for this client:
    • Name
    • Login
    • Contact First Name
    • Contact Last Name
    • Contact Email
  6. Select the following read scopes:
    • core.accounting.read
    • core.approval.read
    • core.budget.read
    • core.business_entity.read
    • core.catalog.read
    • core.common.read
    • core.contract.read
    • core.contracts_template.read
    • core.easy_form_response.read
    • core.expense.read
    • core.integration.read
    • core.inventory.adjustment.read
    • core.inventory.asn.read
    • core.inventory.consumption.read
    • core.inventory.receiving.read
    • core.inventory.return_to_supplier.read
    • core.inventory.transfer.read
    • core.inventory.transaction.read
    • core.invoice.read
    • core.item.read
    • core.order_pad.read
    • core.pay.charges.read
    • core.pay.payments.read
    • core.payables.external.read
    • core.project.read
    • core.purchase_order.read
    • core.requisition.read
    • core.sourcing.read
    • core.sourcing.pending_supplier.read
    • core.sourcing.response.read
    • core.supplier_information_tax_registrations.read
    • core.supplier.read
    • core.supplier.risk_aware.read
    • core.user_group.read
    • core.user.read
  7. Click Save. This will show you the client ID and secret. Note both values (click Show to display the secret).
  8. In Polytomic, go to Connections → Add Connection → Coupa.
  9. Enter your hostname from Step 1 and your client ID and secret from Step 7.
  10. Set the authentication method to Client Credentials:
1798
  1. Click Save.

Syncing from Coupa

Use Polytomic's Bulk Syncs to data from Coupa to your data warehouses, databases, and cloud storage buckets like S3.