Using the Coupa Connector in Levelpath
Levelpath now offers a connector with Coupa. This connector enables teams to create purchase requisitions, onboard suppliers, and submit contracts to Coupa directly from Levelpath. It also keeps key data, such as suppliers, users, and financial information, automatically synced between the two systems.
1. Submit Support Tickets to Coupa
To enable the connector between Levelpath and Coupa, your team will need to coordinate with both Levelpath Support and Coupa Support. The required support requests, outlined below, can be completed in parallel to expedite the setup process.
Levelpath → Coupa App Marketplace Email Request
Levelpath’s Customer Support team will submit an approval request to Coupa’s App Marketplace team
Step 1: Email Request
Levelpath Support will email appmpsc@coupa.com with the required details
Email Template
Subject Line: App Marketplace | Levelpath | [Customer Name] | Intake API Enablement
Email Body:
Please provide approval for Intake API enablement in the following customer instances:
- Customer Name:
- Coupa Instance URL (Sandbox/Test):
- Coupa Instance URL (Production):
- Implementation Start Date:
- Production Go-Live Date:
- Intake Partner Contact Email:
Step 2: Approval
The Coupa App Marketplace team will review the request and provide approval via email
Customer/Levelpath → Coupa Support Ticket
At the same time, the customer (or Levelpath Customer Support on their behalf) can submit a support ticket to Coupa
Step 1: Create a Support Ticket
- Note: If Levelpath Customer Support is submitting on behalf of the customer, select the appropriate “on-behalf-of” option
Ticket Details:
- Product Component: Integrations
- Severity: P3
- Ticket Title: App Marketplace Partner | Levelpath | Intake API Enablement
Ticket Description:
Please enable Intake APIs for the following instances
- <test instance url>
- <dev instance url> (if any)
- <production instance url>
What Happens Next
- Coupa will enable the Intake APIs for the specified instances
- Updates will be provided through the support ticket
If your team submits the support ticket to Coupa, please notify your Levelpath contact once you receive confirmation. Your team can then proceed with the next steps in the integration process.
2. Set up the Coupa connector
Once Coupa has responded to the support tickets from the previous step, your team can proceed with setting up the Coupa connection. Completing the steps below is required to enable sending Purchase Requisitions, Suppliers, and Contracts from Levelpath to Coupa.
1. Log into your Coupa instance and navigate to Setup
2. Filter for OAuth and select OAuth2/OpenID Connect Clients
3. Select Create
4. In the Grant Type field, select Client Credentials
5. Create (or select) a dedicated system/integration user in Coupa that Levelpath will act as, and assign it to the OAuth client
- The Login attribute is free text; Coupa recommends using a valid dedicated integration or admin user
6. Enable the required OAuth scopes
Note: Your Levelpath contact will provide the complete list - see the reference list below
- core.accounting.read
- core.common.read
- core.contract.read
- core.easy_form.read
- core.easy_form_response.read
- core.easy_form_response.write
- core.legal_entity.read
- core.lookups.read_write
- core.requisition.read
- core.requisition.write
- core.supplier.read
- core.user.read
7. Save the new Client
8. Open the newly created OAuth client and copy the Identifier (Client ID) and Secret (Client Secret)
9. In a new tab, log into app.levelpath.com → Company Settings → Connectors → Coupa
Note: only users with the 'Admin-Manage Integrations' role enabled can access the Company Settings page
10. Select the blue Connect button to the right of the Coupa connector under the section titled Available
11. Paste the following information from Coupa into the requested Levelpath fields
- Coupa Domain: production Coupa Domain URL
- Client ID: value for Identifier from Coupa
- Client Secret: value for Secret from Coupa
12. Select Connect Coupa
13. Select the toggle(s) for the data your team would like to sync between Levelpath and Coupa
14. Select Finish Setup
15. In Levelpath, navigate to the Coupa Settings tab. Select the Coupa form(s) to use when creating Coupa requests in Levelpath, and enable the Purchase Requisitions toggle if applicable
Note: Additional details on configuring forms between Coupa and Levelpath are provided below
16. In Levelpath, navigate to the Coupa Data Sync tab to configure which fields sync between Levelpath and Coupa
Note: These fields sync automatically, but users with access to this page can trigger a manual sync at any time by selecting “Sync now” to the right of the relevant field. Automatic syncs run on a fixed schedule (UTC) and cannot be customized at this time:
- Currencies — 03:00
- Commodity codes — 03:05
- Legal entities — 03:10
- Users — 03:40
- Suppliers — 11:00
- Easy Form responses sync hourly, at the top of each hour
Your team is all set! Now that Levelpath <> Coupa is connected, users can send data from Levelpath to Coupa.
Set up Supplier Sync
Note: If you have not already done so, please follow the steps above, beginning with Submit Support Tickets to Coupa, to enable the Coupa connector in Levelpath. This must be completed before creating Supplier Onboarding Forms for Coupa in Levelpath.
Important notes:
- Your Coupa instance must have SIM, and access to the Supplier Information Form Type
- You can only have two required fields in the form: “Supplier Name” and “Primary Contact”. You can include other fields, but they must not be required
1. In Coupa, navigate to Setup → Platform → Forms
2. Select an existing form if your team has one, or select Create → Create New Form to create a new form
Note: if you are using an existing form, confirm the form type is “Supplier Information”
3. Name your form and select the Supplier Information type, and select Save
4. In the Questionnaire section, select Add Field and choose the Name field
5. Add the Primary Contact field to the form
6. Confirm your form has both fields set as required, and that any other fields are NOT required
7. Scroll the bottom of the form and select Publish
8. Locate and select the appropriate form to ensure everything is properly configured in Coupa
9. Navigate back to Levelpath and select the form that your team created from the dropdown in Coupa Supplier Form field
10. Test creating a supplier form by navigating to a Supplier → Supplier Actions → Send to Coupa and confirm a new Supplier form is created
Set up Contract Sync
Note: If you have not already done so, please follow the steps above, beginning with Submit Support Tickets to Coupa, to enable the Coupa connector in Levelpath. This must be completed before creating Contract Forms for Coupa in Levelpath.
Important notes:
- Your Coupa instance must have SIM, and access to the Supplier Information Form Type
- You can only have three required fields in the form: “Contract Name”, “Start Date” and “Contract Number”. You can include other fields, but they must NOT be required.
1. In Coupa, navigate to Setup → Platform → Forms
2. Select an existing form if you have one, or select Create → Create New Form to create a new form.
Note: If you are using an existing form, confirm the form type is “Contract”
3. Name your form and select the Contract Type, then select Save
4. In the Questionnaire section, select Add Field and add the following fields: Contract Name, Contract Start Date, Starts, and Contract #
5. Confirm the form looks as follows and that there are NO other required fields
6. Scroll the bottom of the form and select Publish
7. Locate and select the appropriate form to ensure everything is properly configured in Coupa
8. Navigate back to Levelpath and select the form that you created from the dropdown in Coupa Contract Form field
9. Test creating a contract form by navigating to a Contract → Contract Actions → Send to Coupa, and confirm a new contract form is created
You have now mastered Coupa Connector within Levelpath! 🎉
If you have additional questions, please reach out to support@levelpath.com.