Connecting to Coupa (extractor)

The Celonis Coupa extractor lets you bring data from your Coupa tenants into the Celonis Platform for process mining and analysis. It supports the following basic features:

Note

Celonis also offers a Coupa cloud extractor template or a process connector template for specific accounts payable and purchase-to-pay processes. For more information about using the process connector template to integrate your Coupa accounts payable and purchase-to-pay processes, see: Using process connector templates.

Prerequisites

This section details important prerequisites or prerequisite knowledge for using this extractor.

Coupa authentication methods

Coupa uses the OAuth 2.0 authentication method, meaning that you must create an OAuth client and have access to the client ID, client secret, and OIDC scope. You can create OAuth credentials by navigating to your Coupa instance OAuth page:

https://<yourinstance>.coupahost.com/oauth2/clients

Tip

For more information, see: Coupa Compass Documentation - OAuth 2.0 Transition Guide.

For the extractor configuration, you will need your Coupa OAuth client ID, client secret, and OICD scopes.

Allowlisting Celonis Platform IPs and domains

If your Coupa instance is only reachable within a certain IP range, you need to allowlist the outbound IPs of the Celonis Platform, otherwise data cannot be extracted. The IPs of the Celonis Platform are different depending on the cluster (eu-1 or us-1).

For more information, see: Allowlisting Celonis domain names, IP addresses, and third-party domains

Supported Coupa API endpoints

When connecting your Coupa tenant to the Celonis Platform, the following API endpoints are supported. These endpoints are dependent on three sources:

Tables that are defined in a static definition of metadata.
Tables for which the metadata is dynamically retrieved from the API response.
Tables that are configured using the customize metadata JSON.

API	Table Name	Used in Accounts Payable Process	Used in Purchase-to-Pay Process
Addresses API	addresses Nested tables: addresses_tax_registrations addresses_purposes address_content_groups	Yes	Yes
Approvals API	approvals Nested tables: approvals_reasons approvals_delegates	Yes	Yes
Business Groups API	business_groups	Yes	Yes
Contracts API	contracts Nested tables: contracts_reason_insight_events contracts_tags contracts_diversity_categories contracts_taggings contracts_current_parallel_approvals contracts_contract_clauses contracts_contract_terms contracts_contract_parties	Yes	Yes
Departments API	departments	Yes	Yes
Inventory Transactions API	inventory_transactions Nested tables: inventory_transactions_attachments inventory_transactions_inventory_transaction_lots inventory_transactions_current_integration_history_records inventory_transactions_asset_tags inventory_transactions_account_allocations inventory_transactions_inventory_transaction_valuations	No	No
Invoices API	invoices Nested tables: invoices_invoice_charges invoices_tags invoices_failed_tolerances invoices_attachments invoices_payments invoices_tcs_tax_lines invoices_withholding_tax_lines invoices_invoice_payment_receipts invoice_lines invoices_tax_lines invoices_approvals invoices_dispute_reasons invoices_taggings current_integration_history_records invoices_payment_agreement_notes revision_records_invoiceheader	Yes	Yes
Purchase Order Lines API	purchase_order_lines Nested tables: purchase_order_lines_account_allocations purchase_order_lines_form_response purchase_order_lines_attachments purchase_order_lines_recurring_rules purchase_order_lines_asset_tags purchase_order_lines_milestones	Yes	Yes
Purchase Order Revisions API	purchase_order_revisions Nested tables: purchase_order_revision_order_lines	No	Yes
Purchase Orders API	purchase_orders Nested tables: purchase_orders_attachments purchase_orders_recurring_rules purchase_orders_reason_insight_events purchase_orders_order_lines purchase_orders_current_integration_history_records purchase_orders_milestones revision_records_orderheader	No	Yes
Requisitions API	requisitions Nested tables: requisitions_attachments requisitions_current_parallel_approvals requisitions_approvals requisition_lines requisitions_recurring_rules requisitions_tags requisitions_taggings requisitions_milestones requisition_lines_account_allocations revision_records_requisitionheader	Yes	Yes
Supplier Items API	supplier_items	Yes	Yes
Suppliers API	suppliers Nested tables: suppliers_preferred_commodities suppliers_remit_to_addresses suppliers_supplier_addresses suppliers_customer_support_contacts suppliers_diversities suppliers_taggings suppliers_diversity_categories suppliers_invoice_emails suppliers_supplier_sites suppliers_integration_contacts suppliers_payment_terms suppliers_restricted_account_types suppliers_contacts	Yes	Yes
Users API	users Nested tables: users_working_warehouses users_account_groups users_roles users_expenses_delegated_to users_approval_groups users_user_groups users_inventory_organizations users_can_expense_for	Yes	Yes

Configuring the Coupa extractor

This section describes the basic setup of configuring the Coupa extractor. For an an overview of this process:

To configure the extractor:

From your data pool diagram, select Data Connections.
Select Add Data Connection and select Connect to Data Source.
Select Cloud - Coupa.
Configure the following connection details:
- Name: An internal reference for this data connection.
- Tenant: Enter your Coupa tenant using the following format:
```
https://yourtenant.coupacloud.com
```
- API version: We recommend selecting the latest API version.
- Authentication method - OAuth: Supply your Coupa OAuth client ID, client secret, and OICD scopes.
- Advanced settings: Configure your pseudonymization algorithm and enable custom metadata if you want to extract custom tables and columns from Coupa. For more information, see: Adding custom tables and columns to Coupa extraction.
Select Test Connection and correct any issues highlighted.
Select Save.
The connection between your Coupa tenant and the Celonis Platform is established. You can manage this connection at any time by clicking options: