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 IntegrationsSetupOAuth2/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 ConnectionsAdd ConnectionCoupa.
  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.