Setting up Coupa OAuth2.0 client and configuring a connection on webMethods.IO Integration

Summary

This article shows the step-by-step process of setup an OAuth 2.0 client in the Coupa backend and configuring a connection on webMethods.IO Integration.

Prerequisites

• The user needs to have working Coupa account details.
• The user must have a working webMethods.IO Integration tenant

Contents

1. Setting up OAuth 2.0 client on the Coupa backend
2. Generating Access token using the REST client
3. Configuring a Coupa connection on webMethods.IO Integration tenant

Steps

Setting up OAuth 2.0 client

1. Login to your Coupa instance. Click on Setup.

image1311×494 47.4 KB

2. Search for OAuth2 in the Use the instant filter search bar. Click on OAuth2/OpenID Connect Clients under Integration

image1549×522 49.3 KB

3. To create a new client, click on Create as shown in the image below.

image1277×365 29.8 KB

4. Choose ‘Client Credentials’ as the Grant Type from the dropdown. Fill in the values for the remaining fields : Login, Contact FirstName, Contact LastName and Contact Email.
   Select the required scopes and click on Save.

image1131×702 20.9 KB

5. The Oauth client is now created as below. Copy the Identifier and client secret (Secret) which is required for the access token generation.

image1002×520 9.83 KB

Generating Access token

6. Create a POST request on Postman or any other REST client to generate the token with the below parameters

URL : https://<your_coupa_instance>.coupacloud.com/oauth2/token
BODY params : x-www-form-urlencoded
client id : Identifier from Step 5
client secret: secret from Step 5
scope : scopes selected in Step 4 (separated by single space)
grant_type : client_credentials

Click Send on the HTTP POST request formed

image1121×433 27.8 KB

7. Access token is generated as shown below.

Note : Access token lasts for 24 hours, so Coupa’s recommendation is to renew the token every 20 hours. If the existing token expires, a new token call must be made.

image1230×281 15 KB

Configure a connection in webMethods.IO tenant

8. Login to your webMethods.IO Integration tenant with the username and password.
   Create a project. Create a new workflow/flowservice.

Select the Coupa connector from the Connectors panel.

image1525×435 44.1 KB

9. Click on Settings icon. Select version 30 (OAuth2.0 functionality is available from Version 30 onwards only) Click on the + button to add custom action.

image1132×795 56.9 KB

10. Select OAuth V2.0 from the Select Authentication Type dropdown. Click on the ‘+’ button to Authorize Coupa and Add account.

image1528×832 36.6 KB

11. Enter the values for fields

• Client ID, Client Secret (from step 5)
• Access token ( from Step 7)
• Refresh URL : https://<your_instance_address>/oauth2/token
• Grant_type : client_credentials
• Server URL : https://<your_instance>.com
• Scope : Scopes used in Step 6.

Click on Add after all the above fields are entered.

image893×823 30.1 KB

12.Account is now saved successfully and can be used to create and execute custom actions available in CoupaV30 connector.

image668×784 19.9 KB