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Coupa

Coupa

Overview

This article provides instructions on how to connect to an API to import data from your application into Zilla. You will launch your application from Zilla, set up an API configuration, and send your data securely to Zilla.

 

Getting the ClientID + ClientSecret and Domain

  1. Visit your profile on Coupa via #1 AI Total Spend Management Platform | Coupa.

  2. To create an an OpenID client, navigate to Setup > Integrations > Create Client and click the Create button.

    1. Grant Type = Client Credentials

    2. Select Shared secret

    3. Add the following scopes

      1. core.common.read

      2. core.user_group.read

      3. core.user.read

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  1. Take note of your Client ID and Client Secret

Note: Coupa allows the name of a user’s permission and the name of a group to be the same value however, Zilla expects user’s permissions and group names to be different. Please ensure your groups and permissions have unique names.

 

4. Login to Zilla application using your admin credentials and then click Add Application in the top right.

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5. A window with a search bar appears, type in Coupa in the search bar. Coupa application entry will appear at the top of the list, click Add to Applications button to the right.

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6. Fill in the form with appropriate details and then click Add to Applications button.

7. A detailed view of Coupa application appears. Click Sync now in top right corner.

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8. Enable API Integration option from the dialog. Fill in the mandatory fields and click Next.

Add the configuration details:

  • The URL of your Coupa account is {customer_name}.coupahost.com

  • Client ID and Client Secret generated in steps 2 and 3, then click Next.

  • Sync Additional Permissions? ( Yes/No ) - If Yes, Zilla will sync Purchasing User, Expense User, Sourcing User, Inventory User, Contracts User, Analytics User, AIC User, Spend Guard User, CCW User, CLM Advanced User, Supply Chain User, Risk Asses User, Travel User, and API User as PERMISSIONS. By default, the value of this configuration is No, and the above data is still available in the metadata of the Account.

  • Sync Requisition Approval Limit? (Yes/No) - If Yes, Zilla will sync the Requisition Approval Limit Name as a Permission in Zilla. Eg : Requisition Approval Limit : 10,000.00 USD. By default, the value of this configuration is No.

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  1. Click Next again.

11. Click Done.

  1. Sync summary should pop-up. Review the sync summary and click on Close.

 

When you have finished with all the steps above, review the information in Zilla that was synced.

Having trouble? Try our https://zilla.atlassian.net/wiki/spaces/ZILLASUP/pages/2293203017 click Submit a request in the upper right corner of the page in the Help Center and submit a ticket.

Our support team will assist you in resolving the problem as quickly as possible.