Coupa Setup Guide

Follow our setup guide to connect Coupa to Fivetran.

Prerequisites

To connect Coupa to Fivetran, you need a Coupa account.

Setup instructions

Find hostname

1. Log in to your Coupa account.
2. Find the hostname in the URL of your Coupa account and make a note of it. Coupa accounts have hostnames in the following format: {customer_name}.coupahost.com or {customer_name}.coupacloud.com.

NOTE: The protocol parts of the URL https:// and http:// are not part of the hostname.

Find client ID and client secret

1. In your Coupa account, go to the Setup tab.

2. In the Integrations section, click Setup > Oauth2/OpenID Connect Clients. You can type ‘oauth’ in the Search box to find it faster.

3. Click Create.

4. For Grant Type, select Client credentials.

5. Enter the following information: - A Name for the client, - Login - Contact Firstname - Contact Lastname - Contact Email

6. Select the read scopes listed in the section below.

   • core.accounting.read
   • core.approval.read
   • core.budget.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.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. Make a note of your Client ID displayed next to Identifier. You will need it to configure Fivetran.

8. Click Show/Hide under Secret to see your Client Secret, and make a note of it. You will need it to configure Fivetran.

NOTE: Read Coupa's OAuth documentation to learn how to create an OAuth2/OIDC Client key.

Finish Fivetran configuration

1. In the connector setup form, enter the Destination schema name of your choice.
2. In the Instance URL field, enter the hostname you found in Step 1 .
3. Enter the Client ID and Client Secret you found in Step 2.
4. Click Save & Test. Fivetran will take it from here and sync your Coupa data.

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