Adding accounts and custom operations

Learn how to create a custom operation and an account for a predefined connector, Coupa.

About this task

1. Click Projects.
2. Select a project and click Connectors > Predefined.
3. Select Coupa.
4. Add an account for Coupa.
5. Provide the login endpoint to initiate communication with the SaaS provider.
6. Provide the API key received from the user account.
7. Click Add.

   The Coupa connector is added in the Predefined Connectors list.

8. Click the Flow services tab. Next, on the Flow services page, select the "+" icon.
9. Provide the Flow service name, for example, CreateItems and an optional description for the Flow service.
10. Type Coupa in the search box, select the Coupa connector, and then in the Type to choose action field, select Add Custom Operation.
11. Follow the steps to create the CreateCoupaItems custom operation:
    • Connect to account
      • Connect to Coupa: Select or add an account associated with Coupa.
      • Name: Provide a suitable name, for example, CreateCoupaItems
      • Description: Provide a short summary, for example, Create item lists for Coupa
      • Select functional area: Choose the relevant area, for example, Reference data
    • Select the operation

      Choose the operation to be performed. It determines the business object that you select in the next step. For example, create.

    • Select the business object

      Choose the business object to be associated with the operation. For example, items.

    • Select the Data fields

      Choose the data fields to use for the business object. For example, description, manufacturer-name, name.

    • Confirm action

      Verify the details and click Done to create the CreateCoupaItems operation.

12. Click the Map icon and provide the field values. Then, run the flow service and view the execution results.