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Celonis Product Documentation

Coupa (Action Flow)

The Coupa modules enable you to grant or reject approvals, and update or add approvers to requisitions in your Coupa account.

Caution

Coupa has deprecated connection using API Key. You need to create OAuth2.0 client credentials to connect Coupa with Celonis platform

To get started with Coupa, create an account at Coupa.com.

Connect Coupa to Celonis platform

To connect your Coupa account to Celonis platform you need to obtain the client credentials from the Integrations section of your Coupa account.

  1. Log in to your Coupa account.

  2. Click Setup > Integration > OAuth2/OpenID Connect Clients. Alternatively, use the search option to locate OAuth2/OpenID Connect Clients.

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  3. Click Create.

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  4. Enter the details as provided in the table below and click Save.

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    Grant Type

    Select Client credentials.

    Name

    Enter the app's name.

    JWK URI

    Enter the following redirect URI:

    https://auth.redirect.celonis.cloud/oauth/cb/coupa

    Login

    Enter the login username of the user.

    Contact First Name

    Enter the user's first name.

    Contact Last Name

    Enter the user's last name.

    Contact Email

    Enter the user's email address.

    Scopes

    Select the following mandatory scopes for the user:

    • email

    • login

    • offline_acces

    • openid

    • profile

    • core.accounting.read

  5. Copy the Identifier value, click Show/hide against the Secret field, and copy the value to a safe place.

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  6. Go to Celonis platform and open the Coupa module's Create a connection dialog.

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  7. Select the Connection type as Coupa.

  8. In the Connection name field, enter the connection name.

  9. In the Resource URL field, enter your account's URL address without https://.

  10. In the Identifier, and Secret fields, enter the client credentials from step 5, select the scopes, and click Save.

The connection is established. You can proceed with setting up the module.

Approvals
Grant an Approval

Approves a requisition.

Connection

Establish a connection to your Coupa account.

Enter Approval ID

Select whether you want to specify Approval ID manually or select from the list.

Requisition

Select the requisition you want to grant approval for.

Approval

Select the approval or enter (map) the ID of the pending approval you want to grant.

Note

Enter the reason for approval.

Reject an Approval

Rejects a requisition.

Connection

Establish a connection to your Coupa account.

Enter Approval ID

Select whether you want to specify Approval ID manually or select from the list.

Requisition

Select the requisition you want to reject an approval for.

Approval

Select the approval or enter (map) the ID of the pending approval you want to reject.

Reason on Rejection

Enter the reason for rejection.

Requisitions
Update a Requisition Line

Updates an existing requisition line.

Connection

Establish a connection to your Coupa account.

Enter Requisition Line ID

Select whether you want to specify requisition line ID manually or select from the list.

Requisition

Select or enter (map) the requisition that contains the line you want to update.

Requisition Line ID

Select the line or enter (map) the ID of the line you want to update.

Quantity

Enter the quantity.

Unit Price

Enter the unit price.

Item ID

Select item or enter the item unique identifier.

Contract ID

Enter (map) the ID of the contract.

Supplier ID

Enter (map) the ID of the supplier.

Payment Term Code

Enter the code of the payment term.

Currency Code

Enter the currency code.

Need by Date

Enter the date when the item is no longer useful to you.

Add an Approver to a Requisition

Adds an approver to a requisition.

Connection

Establish a connection to your Coupa account.

Requisition ID

Select the requisition or enter (map) the ID of the requisition you want to add an approver to.

Position

Select whether to add the new approver before or after the current approver.

Approver ID

Select the approver or enter (map) the ID of the approver you want to add to the requisition.

Current Approver ID

Select or enter the ID of the current approver.

Other
Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your Coupa account.

URL

Enter a path relative to https://{your-resource-name}.coupacloud.com/. For example: /api/accounts/.

Note

For the list of available endpoints, refer to the Coupa API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we added those for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Requisitions

The following API call returns requisitions in your Coupa account:

URL: /api/requisitions/

Method: GET

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The result can be found in the module's Output under Bundle > Body.

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