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INTEGRATIONSSAAS
CP
Coupa28 OF 28 CAPABILITIES ASSESSED

Who can approve spend in Coupa, and through which roles and groups

Coupa users, their roles and user groups, with users created, deactivated and reactivated, and roles and groups changed, from Ploy.

TYPE · SAASAUTH · OAUTH CLIENT CREDENTIALSDOMAIN · COUPA.COM
Coupa connectorHOURLY SYNCCAPABILITIES
WHAT PLOY DOES
Sync usersEvery user on your Coupa instance arrives in Ploy as an identity. Deactivated users show as blocked and lose their Coupa access.
READ
Map rolesEach Coupa role in use lands as a resource with the people who hold it.
READ
Map user groups and projectsEach user group and project lands as a resource with its members, and shows who owns the group.
READ
Create usersPloy creates an active Coupa user with the person's name and email as their login. Coupa gives them its default role.
WRITE
Deactivate and reactivate usersPloy deactivates a user, or turns them back on with the roles and groups they held.
WRITE
Manage roles and user groupsPloy adds and removes a person's roles and user group memberships from the resource's own page.
WRITE
2.1WHAT IT UNLOCKS

Three jobs this connector does on day one

JOINERS

Ready to raise a requisition

The onboarding flow creates the Coupa user, then adds the roles and user groups their team needs.

REVIEWS

Spend access in the same campaign

Roles and user groups sit beside the rest of the estate, so a reviewer sees who can approve and who can only request.

LEAVERS

Deactivated on the last day

Offboarding deactivates the Coupa user, so their history stays in place and they can no longer sign in.

2.3

SETUP

TYPICALLY 10 MINUTES
STEP 01

Create an OAuth client

In Coupa, go to Setup, then Integrations, then OAuth2/OpenID Connect Clients. Create a client with the Client credentials grant and the scopes core.user.read, core.user.write, core.user_group.read and core.user_group.write. The read scopes are enough to scan.

STEP 02

Connect the instance

Enter the address you sign in to Coupa at, for example acme.coupahost.com, then the client identifier and secret.

STEP 03

Watch the first sync

Users, roles and user groups land in the graph.

2.4OFTEN CONNECTED TOGETHER
NSNetSuiteSAASOktaIDENTITY SOURCESlackAPPROVALS
BROWSE ALL 93 INTEGRATIONS

Connect Coupa, see it in 10 minutes.