Connecting to Coupa (extractor)
You can connect your Coupa tenant to the Celonis Platform, allowing you to integrate your procurement, invoicing, expenses, and payment data. This connection is managed through the extractor builder, either using the Coupa cloud extractor template or a process connector template for specific accounts payable and purchase-to-pay processes. By connecting your Coupa tenant, you grant the Celonis Platform read-only access to your data, with any data shared through HTTPS, ensuring an encrypted information exchange.
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.
For a video overview of the process described in this topic:
Prerequisites for connecting to Coupa
Before connecting to your Coupa tenant, you must meet the following prerequisites:
OAuth: 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
For more information, see: Coupa Compass Documentation - OAuth 2.0 Transition Guide.
Allowlist 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 domain names and IP addresses
Creating a data connection between Coupa and the Celonis Platform
With access to your Coupa OAuth authentication credentials, you can create a data connection between your Coupa instance and the Celonis Platform from your data pool diagram:
Click Data Connections.
Click 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 algoritm 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.
Click Test Connection and correct any issues highlighted.
Click Save.
The connection between your Coupa tenant and the Celonis Platform is establised. You can manage this connection at any time by clicking options:
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:
| Yes | Yes |
Approvals API | approvals Nested tables:
| Yes | Yes |
Business Groups API | business_groups | Yes | Yes |
Contracts API | contracts Nested tables:
| Yes | Yes |
Departments API | departments | Yes | Yes |
Inventory Transactions API | inventory_transactions Nested tables:
| No | No |
Invoices API | invoices Nested tables:
| Yes | Yes |
Purchase Order Lines API | purchase_order_lines Nested tables:
| Yes | Yes |
Purchase Order Revisions API | purchase_order_revisions Nested tables:
| No | Yes |
Purchase Orders API | purchase_orders Nested tables:
| No | Yes |
Requisitions API | requisitions Nested tables:
| Yes | Yes |
Supplier Items API | supplier_items | Yes | Yes |
Suppliers API | suppliers Nested tables:
| Yes | Yes |
Users API | users Nested tables:
| Yes | Yes |