Coupa is a cloud procurement platform for managing purchasing, suppliers, invoices, and spend. Connecting Coupa to Duvo lets your assignments read procurement data directly — pulling purchase orders, supplier records, invoices, contracts, and expense reports without manual exports.Documentation Index
Fetch the complete documentation index at: https://docs.duvo.ai/llms.txt
Use this file to discover all available pages before exploring further.
Setup
This is a credential-based connection. You provide your Coupa instance URL and OAuth2 client credentials so Duvo can authenticate against your Coupa REST API.Prerequisites
- A Coupa administrator account (or access to someone with one) to create an OAuth2 client.
- Your Coupa instance must be accessible over the internet (most Coupa Cloud instances are by default).
- An OAuth2/OpenID Connect client registered in Coupa with the Client Credentials grant type. To create one, go to Setup > Integrations > OAuth2/OpenID Connect Clients, click Create, and select Client Credentials as the grant type.
- The OAuth2 client must have read scopes enabled for the resources your assignments need. Duvo requests the following scopes:
core.common.read,core.accounting.read,core.approval.read,core.supplier.read,core.supplier_sites.read,core.user.read,core.business_entity.read,core.purchase_order.read,core.purchase_order_only.read,core.purchase_order.assignment.read,core.purchase_order_change.read,core.purchase_order_change.assignment.read,core.invoice.read,core.invoice.assignment.read,core.payables.invoice.read,core.requisition.read,core.requisition.assignment.read,core.contract.read,core.contract_party_role.read,core.contracts_template.read,core.expense.read,core.payables.expense.read. Enable all of these on the OAuth2 client to avoid authentication errors. You can review available scopes athttps://{your-instance}/oauth2/scopes.
Connection Fields
| Field | Description |
|---|---|
| Instance URL | Your Coupa instance URL (for example, https://your-org.coupacloud.com). This can end in .coupacloud.com or .coupahost.com depending on your deployment. |
| Client ID | The OAuth2 client identifier, found in Coupa under Setup > Integrations > OAuth2/OpenID Connect Clients after saving the client. |
| Client Secret | The OAuth2 client secret for authentication, shown alongside the client identifier after saving. Copy and store it securely. |
Third-Party Documentation
- OAuth 2.0 Getting Started with Coupa API — step-by-step guide for creating an OAuth2 client and generating credentials.
- OpenID Connect Clients — reference for managing OAuth2/OIDC clients in Coupa, including scope configuration.
Capabilities
- Purchase orders — List, filter, and retrieve purchase orders and their line items, including status, amounts, and supplier details.
- Invoices — Look up invoices by date, supplier, status, or amount for reconciliation and audit workflows.
- Suppliers — Search and retrieve supplier profiles, contact information, addresses, and compliance status.
- Requisitions — Access purchase requisitions and their approval status to track the request-to-order pipeline.
- Contracts — Retrieve contract records for compliance checks, renewal tracking, and spend-against-contract analysis.
- Expense reports and lines — Pull expense report data and individual line items for policy compliance reviews and spend analysis.
- Approvals — Check approval status across procurement documents to identify bottlenecks.
- Users — Look up Coupa user profiles, roles, and account groups.
- Accounts and organizational data — Query chart of accounts, business entities, departments, and commodity categories for reporting context.
- Flexible querying — Filter by any field, sort results, select specific columns, and paginate through large datasets.
Key Benefits
- Direct procurement access — Assignments read from your Coupa instance in real time, eliminating manual data exports and copy-paste workflows.
- Secure OAuth2 authentication — Uses the standard Client Credentials grant with scoped permissions, so access is limited to exactly what you authorize.
- Broad data coverage — Covers the core procurement lifecycle from requisitions through purchase orders, invoices, contracts, and expenses.
- Read-only by design — The connection only reads data from Coupa. It does not create, modify, or delete any records.
Works Well With
- Google Sheets or Microsoft Excel — Pull Coupa spend data, purchase order summaries, or supplier lists into spreadsheets for financial analysis and stakeholder reporting.
- Gmail or Microsoft Outlook — Retrieve procurement records and include them in automated approval notifications, spend summaries, or vendor communication.
- Slack or Microsoft Teams — Post purchase order status updates, invoice alerts, or spend threshold notifications to relevant channels.