Coupa Setup Guide

Prerequisites

• A Coupa account with Administrator role or the api_filters/index permission.

Setup Guide

• Step 1: Find your hostname

  1. Log in to your Coupa account.
  2. Find the hostname in your Coupa account's URL and make a note of it. Coupa hostnames follow the format \{customer_name\}.coupahost.com or \{customer_name\}.coupacloud.com. The https:// or http:// protocol is not part of the hostname.

• Step 2: Find your 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.

  3. Click Create.

  4. For Grant Type, select Client credentials.

  5. Enter a Name, Login, Contact Firstname, Contact Lastname, and Contact Email.

  6. Select the following read scopes:

     • 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.pay.payments.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. Copy the Client ID shown next to Identifier — you'll need it to configure Matia.

  8. Click Show/Hide under Secret to reveal the Client Secret, and copy it — you'll need it to configure Matia.

• (Optional) Edit API response filters

  Coupa uses API filters to constrain the volume of data returned, labeled using the pattern default_[ResourceName]_filter. To edit the default filters and exclude fields from the response, go to Setup > Integrations > API Filters in Coupa. Fields blocked by a filter sync to Matia as null.

• Step 3: Connect Coupa in Matia

  1. Enter the Hostname you found earlier.
  2. Enter the Client ID and Client Secret you copied above.
  3. Enter an Asset Name.
  4. (Optional) Enter a Description.
  5. (Optional) Assign Tags.
  6. Select an Owner.
  7. Verify that your Coupa account is successfully connected by clicking on Test Connection.
  8. Click Connect.