Coupa Connector Set Up Guide

Note: these steps should only be completed once you have heard from your Levelpath team that they have completed their portion of the process.

Submit a support ticket to Coupa

In order to enable the integration, you will need to submit a support ticket to Coupa, using the following format:

Product Component : Integrations
Severity : P3
Ticket Title : App Marketplace Partner | Levelpath | Intake API Enablement
Ticket Description:
- Please enable Intake APIs for the following instances
- 1. <test instance url>
- 2. <production instance url>

Once you send this request, Coupa will enable the APIs. Please let your contact at Levelpath know when you hear back from Levelpath, and then continue to the next steps.

2. Set up the Coupa connector

Once Coupa responds to your ticket request from the previous step, you can set up the Coupa connection. You will need to take these steps in order to send Purchase Requisitions, Suppliers, or and/or Contracts to Coupa.

Go to the Levelpath marketplace form, and submit the form with your information.

Company Name: [Your company name]
Email: [Your email]
Notes: “Customer enabling the Levelpath <> Coupa connector”

Select “Install Now”

Enter your Coupa Production instance URL and select continue

Navigate to the Setup tab in Coupa

Filter in the Setup tab for Oauth and select OAuth2/OpenID Connect Clients

Navigate to Levelpath OIDC Client and select the Edit Icon

Enter your first name, last name, and email address

Scroll down on the page and enable the following scopes so the connector has the proper permissions:

"core.accounting.read",
"core.contract.read",
"core.common.read",
"core.user.read",
"core.supplier.read",
"core.requisition.read",
"core.requisition.write",
"core.easy_form.read",
"core.easy_form_response.write",
"Core.easy_form_response.read"

Scroll to the bottom of the page and select Save

Select the Levelpath OIDC Client

Copy the Identifier

Keep your Coupa tab open, and open a new tab to navigate to app.levelpath.com and login

Navigate to Company Settings > Integrations

Select Coupa

Paste the copied Identifier from Coupa into the Client ID field.

Return to the Coupa tab

Copy the secret

Navigate back to the Levelpath tab

Paste the copied Secret into the Client Secret field

Add your production Coupa Domain URL into the Coupa Domain field

Select Connect and confirm you get a success message and “Connected” label appears.

All set! Now that you have connected Levelpath <> Coupa, you can send purchase requisitions to Coupa.

Set up Supplier Sync

Enable the connector to create Supplier Onboarding Forms in Coupa.

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.

In Coupa, navigate to Setup > Platform > Forms

Select an existing form if you have one, or select Create > Create New Form to create a new form.
1. Note: if you are using an existing form, confirm the form type is “Supplier Information”

Name your form and select the Supplier Information type, and select Save

In the Questionnaire section, select Add Field and choose the Name field

Add the Primary Contact field to the form

Confirm your form has both fields set as required, and that any other fields are NOT required

Scroll the bottom of the form and select Publish
Find the relevant form and select it

9. Navigate back to Levelpath and select the form that you 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

Enable the connector to create Supplier Onboarding Forms in Coupa.

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.

In Coupa, navigate to Setup > Platform > Forms

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”

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