> ## 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.

# Coupa

Coupa is a cloud procurement platform for managing purchasing, suppliers, invoices, and spend. Connecting Coupa to Duvo lets your agents read procurement data directly — pulling purchase orders, supplier records, invoices, contracts, and expense reports without manual exports.

<Note>
  Coupa is **read-only** in Duvo. The connection only reads data from Coupa. It does not create, modify, or delete any records.
</Note>

## Setup

<Steps>
  <Step title="Confirm prerequisites" icon="circle-check">
    <Check>A Coupa administrator account (or access to someone with one) to create an OAuth2 client.</Check>
    <Check>Your Coupa instance must be accessible over the internet (most Coupa Cloud instances are by default).</Check>
    <Check>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.</Check>
    <Check>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`.</Check>

    <Tip>
      New to Coupa OAuth2? Follow [OAuth 2.0 Getting Started with Coupa API](https://compass.coupa.com/en-us/products/total-spend-management-platform/integration-playbooks-and-resources/integration-knowledge-articles/oauth-2.0-getting-started-with-coupa-api) for a step-by-step guide to creating an OAuth2 client and generating credentials.
    </Tip>
  </Step>

  <Step title="Add the connection in Duvo" icon="plug">
    On the [Connections page](https://app.duvo.ai/integrations), open Coupa and fill in these fields:

    <ParamField body="Instance URL" type="URL" required>
      Your Coupa instance URL (for example, `https://your-org.coupacloud.com`). This can end in `.coupacloud.com` or `.coupahost.com` depending on your deployment.
    </ParamField>

    <ParamField body="Client ID" type="string" required>
      The OAuth2 client identifier, found in Coupa under **Setup > Integrations > OAuth2/OpenID Connect Clients** after saving the client.
    </ParamField>

    <ParamField body="Client Secret" type="string" required>
      The OAuth2 client secret for authentication, shown alongside the client identifier after saving. Copy and store it securely.
    </ParamField>
  </Step>
</Steps>

<AccordionGroup>
  <Accordion title="Third-party documentation" icon="book">
    * [OAuth 2.0 Getting Started with Coupa API](https://compass.coupa.com/en-us/products/total-spend-management-platform/integration-playbooks-and-resources/integration-knowledge-articles/oauth-2.0-getting-started-with-coupa-api) — step-by-step guide for creating an OAuth2 client and generating credentials.
    * [OpenID Connect Clients](https://compass.coupa.com/en-us/products/product-documentation/integration-technical-documentation/the-coupa-core-api/oauth-2.0-and-oidc/openid-connect-clients) — reference for managing OAuth2/OIDC clients in Coupa, including scope configuration.
  </Accordion>
</AccordionGroup>

## 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

<CardGroup cols={3}>
  <Card title="Google Sheets" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/google-sheets.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=0ef8d55e05c34e7a4a618933bdf0ceb3" href="/user-guide/connections/available-connections/google-sheets" width="24" height="24" data-path="images/connections/google-sheets.svg">
    Pull Coupa spend data, purchase order summaries, or supplier lists into spreadsheets for financial analysis and stakeholder reporting.
  </Card>

  <Card title="Microsoft Excel" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/excel.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=986599d60d09acee47293fda2b62df99" href="/user-guide/connections/available-connections/microsoft-excel" width="2290" height="2130" data-path="images/connections/excel.svg">
    Pull Coupa spend data, purchase order summaries, or supplier lists into spreadsheets for financial analysis and stakeholder reporting.
  </Card>

  <Card title="Gmail" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/gmail.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=ad4e229283f3fe2f26c0f96a49f28e13" href="/user-guide/connections/available-connections/gmail" width="88" height="66" data-path="images/connections/gmail.svg">
    Retrieve procurement records and include them in automated approval notifications, spend summaries, or vendor communication.
  </Card>

  <Card title="Microsoft Outlook" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/outlook.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=e29aeb65c8cffce1cd3c83b81289b71f" href="/user-guide/connections/available-connections/microsoft-outlook" width="1831" height="1703" data-path="images/connections/outlook.svg">
    Retrieve procurement records and include them in automated approval notifications, spend summaries, or vendor communication.
  </Card>

  <Card title="Slack" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/slack.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=8a64bdd1af39e903923e4a273b4a4618" href="/user-guide/connections/available-connections/slack" width="512" height="512" data-path="images/connections/slack.svg">
    Post purchase order status updates, invoice alerts, or spend threshold notifications to relevant channels.
  </Card>

  <Card title="Microsoft Teams" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/teams.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=6402a90678b560d0b0a4fc3b02c0d3e0" href="/user-guide/connections/available-connections/microsoft-teams" width="2229" height="2073" data-path="images/connections/teams.svg">
    Post purchase order status updates, invoice alerts, or spend threshold notifications to relevant channels.
  </Card>
</CardGroup>