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Connect Coupa to Oleria to see who has access in your Coupa instance, which groups they belong to, and which roles they hold. Oleria connects to Coupa using OAuth 2.0 client credentials with read-only scopes.

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What Oleria discovers

  • Accounts - Coupa users and their status.
  • Roles - the roles assigned to each user.
  • Groups - Coupa user groups and their membership.

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Prerequisites

  • Coupa administrator account with permission to manage OAuth2/OpenID Connect clients
  • A Coupa instance URL (for example, https://<instance>.coupahost.com for customer tenants, or https://<instance>.coupacloud.com for partner/demo tenants)
  • Admin access to the Oleria workspace
Standard integrations are configured with read-only permissions. Use a service account (and not an employee account) to create the OAuth2/OpenID Connect client, so the integration keeps working if the employee leaves or changes roles.

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Create an OAuth2/OpenID Connect client in Coupa

1

Open OAuth2/OpenID Connect Clients

Sign in to Coupa as an administrator, then select Setup -> Integrations -> OAuth2/OpenID Connect Clients.
Menu names can vary slightly by Coupa release. If you don’t see this option, ask your Coupa administrator or Coupa Support to enable it for your instance.
2

Create a new client

Select Create and name the client something recognizable, for example Oleria Integration.
3

Set the grant type

Set Grant Type to Client Credentials. This lets Oleria authenticate directly with Coupa without a user login step.
4

Grant read scopes

Grant the client read access to the following three scopes:
These three scopes are fixed defaults for the Oleria connector and do not depend on which Coupa modules you have licensed. Coupa does not expose a separate scope for roles.
5

Save the client credentials

Save the client. Coupa displays a Client ID and Client Secret - copy both now, since Coupa shows the secret only once.
If you lose the client secret, create a new OAuth2/OpenID Connect client and update the credentials in Oleria.

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Connect Coupa to Oleria

1

Open the integration

Go to your Oleria workspace, select Integrations -> select Coupa.
2

Complete the connection form

Select Continue and provide the following:
3

Save the integration

Select Authenticate to validate the credentials and save the integration.

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Verify the integration

Confirm the Coupa instance appears on the Connected tab of your Oleria Integrations page with a status of Healthy. After the first sync completes, you can review the discovered accounts, roles, and groups in your Oleria workspace.

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Contact us

For questions about this integration, contact us at support@oleria.com.