Coupa ERP Integration

Overview

Enterprise Resource Planning (ERP) integrations streamline procurement by automating purchase requisition (PR) generation and management, ensuring seamless data flow and operational efficiency. The Spendflo-Coupa integration simplifies PR creation, allowing Spendflo to send structured data to Coupa, ensuring accurate PR generation. Once a PR is created, Spendflo fetches and displays its ID and URL, offering complete visibility. Since PRs convert into purchase orders (POs) in Coupa, Spendflo performs daily syncs to update PR statuses and capture PO details, ensuring real-time tracking.

This integration further enhances compliance by allowing Spendflo to generate PRs with predefined Coupa statuses, maintaining standardization across procurement processes. The mapping interface enables admins to seamlessly map Spendflo fields to Coupa’s PR structure, ensuring all mandatory data is correctly transmitted. Spendflo enforces accuracy by preventing the deletion of required fields and ensuring admins complete mappings before publishing workflows.

The Spendflo-Coupa integration reduces manual intervention, improves data accuracy, and provides real-time visibility into procurement processes. By automating PR and PO workflows, organizations enhance financial control, accelerate approvals, and align purchases with budgetary and operational goals. This automation optimizes procurement efficiency, improves vendor negotiations, and drives cost savings, making Spendflo a powerful procurement enabler.

Prerequisites

To begin the installation, you must be a Coupa Administrator.

Steps to integrate to Coupa

Step 1. To get started, go to Settings → Integrations -> Available Apps.

Step 2. Scroll to find the Coupa under the Available Apps section. Click on “Connect” to initiate the integration.

Step 3. Spendflo now uses Truto to connect your Coupa account securely. Click on “Continue”. Ensure to be logged into your Coupa account.

Step 4. Proceed to read through the access permissions to connect via OAuth 2.0. The following details are required to be entered:

• Coupa Domain

• Client ID

• Client Secret

Once done, click on 'Connect' to proceed.

Step 5. Coupa will now be connected successfully. Click on 'Done' to finish the integration steps.

Click on “Done” to complete the integration steps.

Accounts Import Post Integration

Step 1. Once the integration steps are completed, click on “Connected” apps. Find Coupa integrated on the platform, and proceed to click on “Configure”.

Step 2. On the redirected link, users can get the account data from your Coupa application, click on the “Import Accounts” CTA under the Import Accounts tab.

Step 3. A pop-up pane will appear as the right pane, where users can click on the required accounts to import.

Step 4. Once done, click on “Import” to complete the step.

The accounts will seamlessly be imported successfully into the Spendflo platform from your Coupa account.

Vendors Import Post Integration

Step 1. From the Coupa integrations page, click on the “Import Vendors” tab. On this page, users can get the vendor data from your Coupa application.

Click on the “Import Vendors” CTA under the Import Vendors tab.

Step 2. A pop-up pane will appear as the right pane, where users can click on the required vendors to import.

Step 3. Once done, click on “Import” to complete the step.

The vendors will seamlessly be imported successfully into the Spendflo platform from your Coupa account.

Items Import Post Integration

Step 1. From the Coupa integrations page, click on the “Import Items” tab. On this page, users can get the vendor data from your Coupa application.

Click on the “Import Items” CTA under the Import Items tab.

Step 2. A pop-up pane will appear as the right pane, where users can click on the required items to import.

Step 3. Once done, click on “Import” to complete the step.

The items will seamlessly be imported successfully into the Spendflo platform from your Coupa account.

OAuth 2.0 Getting Started with Coupa API