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.