Coupa

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

Note

To use Coupa in Make you must have the Enterprise plan.

All Enterprise apps are currently labeled as premium tier 3 in Make.

Getting Started with Coupa

Prerequisites

  • A Coupa account — you can create one at Coupa.com.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Coupa to Make

To connect your Coupa account to Make you need to obtain the API key from your Coupa account.

  1. Log in to your Coupa account.

  2. Navigate to Setup > API Keys.

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  3. Click the Create button.

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  4. Fill in the API key details as follows:

    Login

    Enter a meaningful name for the API key.

    Description

    Enter a meaningful description for the API key.

    Contact First Name

    When an API key is used the First Name and Last Name appear on the Integration History of that object.

    Contact Last Name

    When an API key is used the First Name and Last Name appear on the Integration History of that object.

    Contact Email

    Enter your email.

    Expiry Date

    Select the date when the API key expires.

    Enable Permissions

    Enable this option to select entities you want to access.

  5. Click Save.

  6. Copy the provided API key.

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  7. Go to Make and open the Coupa module's Create a connection dialog.

  8. Enter the API Key you have copied in step 6 to the respective field and click the Continue button to establish the connection.

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

Approvals

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.

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

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. See the list of supported data and time formats.

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

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.

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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