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Coupa Connector

Domo University
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Intro

Coupa is a cloud-based spend management platform that unifies business processes across your entire organization. To learn more about the Coupa API, visit their page (https://coupadocs.atlassian.net/wiki...4478/Coupa+API).

You connect to your Coupa account in the Data Center. This topic discusses the fields and menus that are specific to the Coupa connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Coupa account and create a DataSet, you must have the following:

  • A Coupa API key. You can create an API key within the API Keys section of the Adminstration tab in Coupa. You must be an admin user to be able to do this.

  • Your Coupa instance. This is the portion of your Coupa URL immediately following https://. For example if your instance URL was https://domo.coupahost.com, you would enter domo as your instance.

Connecting to Your Coupa Account

This section enumerates the options in the Credentials and Details panes in the Coupa Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Coupa account. The following table describes what is needed for each field:  

Field

Description

API Key

Enter your Coupa API key.

Instance

Enter your Coupa instance name.

For more information about obtaining these credentials, see "Prerequisites," above.

Once you have entered valid Coupa credentials, you can use the same account any time you go to create a new Coupa DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Coupa report you want to run. The following reports are available:

Invoices Returns Coupa invoices.
Invoice Lines Returns invoice lines for each applicable Coupa invoice. Relates to Invoices by invoice id.
Invoice Payments Returns invoice payments for each applicable Coupa invoice. Relates to Invoices by invoice id.
Invoice Tax Lines Returns invoice tax lines for each applicable Coupa invoice. Relates to Invoices by invoice id.
Invoice Approvals Returns invoice approvals for each applicable Coupa invoice. Relates to Invoices by invoice id.
Purchase Order Changes Returns purchase orders with change orders.
Purchase Order Changes Approvals Returns approvals for purchase orders with change orders.
Purchase Order Changes Order Lines Returns order lines for purchase orders with change orders.
Purchase Orders Returns Coupa purchase orders.
Purchase Order Lines Returns order lines for each applicable purchase order. Relates to Purchase Orders by purchase order id.
Requisitions Returns Coupa requisitions.
Requisition Approvals Returns Coupa requisition approvals.
Requisition Lines Returns requisition lines for each applicable requisition. Relates to Requisitions by requisition id.
Accounts Returns a list of Coupa accounts.
Addresses Returns a list of Coupa addresses.
Content Groups Returns a list of Coupa content groups.
Currencies Returns a list of Coupa currencies.
Contracts Returns a list of Coupa contracts.
Departments Returns a list of Coupa departments.
Exchange Rates Returns a list of Exchange Rates.
Suppliers Returns a list of Coupa suppliers.
Users Returns a list of Coupa users.

Duration 

Select whether you want to pull data for a specific date or a date range. 

Report Date 

Select whether the report data is for a specific date or for a relative number of days back from today. 

Select Specific Date 

Select the date for the report. 

Days Back

Enter the number of past days that should appear in the report.  

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date. 

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.  

Select Specific Start Date

Select the first date in your date range. 

Select Specific End Date

Select the second date in your date range. 

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.    

Days to Retrieve

Enter the number of days back to retrieve data for.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

FAQ

How often can the data be updated?

DataSets can be updated as often as once per hour.

Are there any API limits that I need to be aware of?

Coupa does not document any limits in their API.

 

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