Coupa is read-only in Duvo. The connection only reads data from Coupa. It does not create, modify, or delete any records.
Setup
Confirm 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 agents 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 at https://{your-instance}/oauth2/scopes.Add the connection in Duvo
On the Connections page, open Coupa and fill in these fields:
Your Coupa instance URL (for example,
https://your-org.coupacloud.com). This can end in .coupacloud.com or .coupahost.com depending on your deployment.The OAuth2 client identifier, found in Coupa under Setup > Integrations > OAuth2/OpenID Connect Clients after saving the client.
The OAuth2 client secret for authentication, shown alongside the client identifier after saving. Copy and store it securely.
Third-party documentation
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 — Agents 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
Pull Coupa spend data, purchase order summaries, or supplier lists into spreadsheets for financial analysis and stakeholder reporting.
Microsoft Excel
Pull Coupa spend data, purchase order summaries, or supplier lists into spreadsheets for financial analysis and stakeholder reporting.
Gmail
Retrieve procurement records and include them in automated approval notifications, spend summaries, or vendor communication.
Microsoft Outlook
Retrieve procurement records and include them in automated approval notifications, spend summaries, or vendor communication.
Slack
Post purchase order status updates, invoice alerts, or spend threshold notifications to relevant channels.
Microsoft Teams
Post purchase order status updates, invoice alerts, or spend threshold notifications to relevant channels.