Coupa spend management tool is now available to help AP automation in such areas as vendor master, procurement, and vendor invoice. To connect Auditoria to Coupa, complete the instructions below.

Set up Coupa for Auditoria

1. Log in to your Coupa account and go to Setup > Integrations > Oauth2/OpenID Connect Clients.
2. In the Oauth2/OpenID Connect Clients page, select Auditoria in the Name column. Optionally, to create a new client, click Create.
3. If creating a new client, in the Grant Type pulldown menu in the Create Client page, select Client Credentials.
4. Complete the client details, select the following Scope checkboxes, and click Save.

    

   core.supplier_information_tax_registrations.read 
   core.supplier.read 
   core.invoice.read 
   core.invoice.write 
   core.accounting.read 
   core.accounting.write 
   core.common.read 
   core.purchase_order.read

   
   

    

5. After saving, the client will appear in the Client page. Make a note of the Identifier field value and the Secret field value to use when you connect to Auditoria.

Connect Auditoria to Coupa

1. Log in to your Auditoria and go to Administration > System Settings.
2. Click Add New Connection.

    

   

    

3. In the New Connection page, choose the AP System icon.
4. Choose the Coupa icon.
5. In the AP System Settings page, enter the following details:
   1. • Instance Name - you can give your instance any name
      • Host Name - <client>.coupacloud.com [Coupa URL]
      • Client ID - the saved Identifier field value
      • Client Secret - the saved Secret field value
6. Click Save.

After saving your connection details, Auditoria returns you to the System Settings page where  a connection card confirms your connection and displays the settings.