Coupa integration

Connect Coupa to sync invoices from your Coupa instance into Contracts AI. Setup is in Admin (or Settings) → Coupa.

Configure Coupa API

1. In the Coupa panel you’ll see Configure Coupa API and a short description: enter your Coupa instance URL and API key to connect.
2. Setup steps (as shown in the app):
   • Obtain an API key or token from your Coupa instance.
   • Enter your Instance URL (e.g. https://your-instance.cso.coupahost.com). The format is typically https://<instance>.cso.coupahost.com.
   • Enter your API Key / Token (or Bearer token) for authentication.
   • Test the connection and save the configuration.
3. Enter Instance URL and API Key / Token in the panel, then click Save & Test Connection. When the test succeeds, the panel shows Coupa configuration saved and verified! or Coupa Connected Successfully!

After connection

• The panel may show account information (e.g. email, invoices available) and What’s Next?: invoices are available in your system, you can view and manage them in the Finance section, and you can sync again anytime to get the latest invoices.
• Use Sync Invoices in the panel to sync (or re-sync) invoices from Coupa. When sync completes, you’ll see Coupa Sync Complete! and the same next steps.
• Use Disconnect to remove the Coupa connection. Already-imported invoice data remains in the app.

For API details, see the Coupa API Documentation (e.g. Get Invoices).