Coupa Integration

The Coupa Integration feature enables seamless synchronization of procurement and vendor management data between Spendflo and Coupa. This integration empowers users to manage key procurement objects—such as Items, Vendors, and Chart of Accounts—directly within Spendflo, ensuring data consistency and reducing manual effort.

Key capabilities include:

• Automatic import and update of procurement-related data from Coupa to Spendflo.
• Ability to import accounts based on the selected Chart of Accounts.
• Ability to show or hide particular values in Spendflo’s platform.

Prerequisites

To set up the integration, you must be an Admin or an Integration Admin in Coupa.

Creating an OAuth2 / OpenID Connect Client

1. Go to Setup.

2. Navigate to OAuth2 / OpenID Connect Clients.

3. Click Create.

4. Enter a name for the client.

5. Select Client Credentials as the Grant Type.

6. Fill in the required fields.

7. Enable all the permissions displayed below.

8. Click Save.

9. Copy and store the Client Identifier and Client Secret.

Use the saved Client Identifier and Client Secret to connect the integration in Spendflo.

Permissions to be added:

core.accounting.read
core.approval.configuration.read
core.approval.read
core.budget.read
core.business_entity.read
core.catalog.read
core.comment.read
core.commodity.read
core.common.read
core.contract_party_role.read
core.contract.read
core.contracts_template.read
core.data_tables.read
core.easy_form_response.approval.write
core.easy_form_response.read
core.easy_form.read
core.estimated_tax.read
core.expense.read
core.expense.secure.read
core.financial_counterparty.read
core.global_navigation.read
core.globalization.read
core.integration.read
core.inventory.adjustment.read
core.inventory.asn.read
core.inventory.balance.read
core.inventory.common.read
core.inventory.consumption.read
core.inventory.pick_list.read
core.inventory.receiving.read
core.inventory.return_to_supplier.read
core.inventory.transfer.read
core.invoice.assignment.read
core.invoice.read
core.item.read
core.pay.charges.read
core.pay.payments.read
core.pay.statements.read
core.pay.virtual_cards.read
core.payables.expense.read
core.payables.external.read
core.payables.invoice.read
core.payables.order.read
core.project.read
core.purchase_order_change.assignment.read
core.purchase_order_change.assignment.write
core.purchase_order_change.read
core.purchase_order_change.write
core.purchase_order_only.read
core.purchase_order_only.write
core.purchase_order.assignment.read
core.purchase_order.assignment.write
core.purchase_order.read
core.purchase_order.write
core.requisition.assignment.read
core.requisition.assignment.write
core.requisition.read
core.requisition.write
core.sourcing.read
core.supplier.read
core.supplier.write
core.user_group.read
core.user_group.write
core.user_recent_activity.read
core.user.read
core.user.write
email
login
offline_access
openid
profile

• Or set Account Security Type = All to permit all subsidiaries for that user.

• All accounts with those subsidiaries will work without per-account settings.
• Purchase Requisitions will succeed regardless of which subsidiary the requester or account belongs to.

Setting up the Coupa Integration

To connect your Coupa account with Spendflo, follow these steps:

1. Navigate to the Settings page in Spendflo.
2. Go to the Platform Settings section.
3. Select Integrations and locate the Procurement integrations section.
4. Click the Connect button next to Coupa.
5. In the integration modal that appears:
   • Accept the terms and conditions for the integration.
   • Review the integration permissions.
   • Provide the Client Identifier, Client secret and Coupa instance domain to ensure a successful integration.
6. Once authenticated, use the slider to select the Chart of Accounts you want to import into Spendflo. Only active Chart of Accounts are displayed.
   
7. After selecting the relevant Chart of Accounts, the system automatically imports:

• All active accounts associated with the selected Chart of Accounts.
• Active Vendors.
• Active Items.

Adding New Chart of Accounts

If you need to import additional accounts after the initial setup, you can select new Chart of Accounts at any time.

1. Navigate to the Coupa integration configuration page.
2. Go to the Accounts tab.
3. Click Configure Chart of Accounts.
4. Select the additional Chart of Accounts from the list.
5. The system will import the additional data in some time.

Hiding Entity Values

Admins can manage which entity values are visible to end users. This allows you to prevent specific values from being used in workflows or other areas of the Spendflo platform.

1. Navigate to the Integrations page in Spendflo.
2. Click Edit Configuration for the Coupa integration.
3. Locate the entity value you want to hide.
4. Turn of the toggle for that value.
5.  Hidden values are removed for all user-facing selections, including dropdowns and workflow fields. Users will no longer be able to choose them.
   Note: Hiding a value does not delete it. You can restore it at any time by turning the toggle back on.