Setup in Coupa

For your integration between Coupa and Fairmarkit, you will need to complete some configuration in Coupa. This integration uses the Coupa purchase requisition approval process and existing Coupa APIs to create request for quote events and suppliers in Fairmarkit. Once an event is approved, the purchase requisition is updated and approved in Coupa so it can continue on to become a purchase order. For this integration you'll need to export a list of UOMs, set up a Fairmarkit user and remote approver in Coupa and create an API token.

Note: While this integration is easy to set up, you may need to contact your IT team if you do not have permission to create remote approvers in Coupa.

Export list of UOMs

You will need to export a list of UOMs from Coupa. You can export your list from https://<your-instance.coupahost.com>/uoms.

Note: Without a list of your UOMs, the UOM on your Fairmarkit events will likely default to Each, causing a poor user experience. For a list of Fairmarkit supported UOMs, see Available UOMs.

Create a user

You will need to create a user for Fairmarkit in Coupa. This is the call out user that is used to trigger a webhook in the requisition flow. Fairmarkit will provide you with the credentials for the user.

Create a remote approver

You will create a remote approver for Fairmarkit and default it to the Coupa call-out functionality. Once created, the remote approver can be added to the approval chain of any new purchase requisition. You can add the remote approver manually or using Approval Chains.

To create a new remote approver, complete the following:

1

In Coupa, go to https://<your-instance.coupahost.com>/call_outs/new. The Call Outs screen displays.

2

Enter the following information:

• Name: Enter any name you want. We suggest Fairmarkit or Fairmarkit - Staging for testing.

• Format: Select JSON.

• User Name: Enter the user to notify of issues.

• Type: Select HTTP.

• Host Name: Enter the Host Name provided by Fairmarkit.

• User Name: Enter the User Name provided by Fairmarkit.

• Password: Enter the Password provided by Fairmarkit.

Create custom fields

Coupa supports custom fields on most objects, and Fairmarkit can take advantage of these custom fields to present a better user experience between the two systems. While these fields are not required, they are recommended to improve your integration experience. For more information, see Custom fields in Coupa.

Provide OAuth Credentials

Fairmarkit will require access to a few different Coupa APIs to enable the integration. Coupa uses OAuth2 to authenticate integrating services. These credentials can be created in Setup > Oauth2/OpenID Connect Clients. To create these credentials, ensure the following:

• Set Grant Type to Client credentials.

• Set Name to Fairmarkit.

• Select the following scopes:

  • core.approval.write

  • core.item.write

  • core.requisition.read

  • core.requisition.write

  • core.supplier.read