Coupa

Coupa is a cloud based Business Spend Management platform that allows you to manage and analyze business spend across Procurement, Supply Chain & Finance. This document describes how to connect IBM watsonx Orchestrate to Coupa and use its skills on watsonx Orchestrate.

Connecting to Coupa

Important:
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.

An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.

Connect to the app through the skill catalog when you add that skill to your skill set:

  1. On the watsonx Orchestrate chat page, click Add skills from the catalog.
  2. Search and click the app tile.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:

  1. Open the watsonx Orchestrate chat.
  2. On the chat, start the skill.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Configuring the connection

To connect watsonx Orchestrate to Coupa, complete the following steps:

  1. Click Connect app.
  2. You are prompted to enter the following connection details:
    • Specify the API URL, it is the domain-specific confluence service URL that you use to log in to the portal. If your domain is xxx, the service URL is https://xxx.atlassian.net
    • Specify the Client ID and Client secret you can get the details from your Coupa account user interface.
  3. Click Connect app.
Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

Getting the API URL

To get the API URL for Coupa

  1. Sign in to your Coupa account.
  2. Navigate to Integration Toolkit > Integration Documentation. Select REST API Explorer. Specify the necessary details. For more information about Coupa API URL, see API Explorer in the Coupa Success Portal.
  3. To create an API Key, navigate to Setup > Integrations > API Keys, then click Create. Provide the necessary details. When you are done, be sure to copy the API key.

For more information about Coupa API Key, see API Key Security in the Coupa Success Portal.

What to do next

After you connect to the app, you can use the Coupa skills. For more information see, Using the chat.

To learn about the available skills, see List of prebuilt apps, skills and skill flows.


Parent topic:

Connecting to apps