Just like the configuration phase, integration really highlights the power and flexibility of the Coupa platform. It also shows off Coupa's ability to let you configure and maintain your Coupa instance yourself. You'll also get to see Coupa's supplier enablement capabilities.
Integration is necessary for two major reasons: integration with your existing ERP systems and getting your suppliers set up within Coupa. The platform has a multitude of capabilities to fit your internal and supplier infrastructure: REST APIs, web services, flat file, EDI, PBEL, PI, XI, Cast Iron, Boomi, email, and more.
During the ERP and supplier integration steps, we'll work with you to design, build, and test the integrations to your internal systems. This is in addition to the enablement and integration of your suppliers, either directly in Coupa, or via the Coupa Open Business Network. And best of all? There are no fees for your suppliers to enabled them in Coupa.
ERP Integration Lifecycle
We define integrations in a structured manner, with the goal to ensure that you receive a high quality, high integrity integration that's durable and lasts for the entire length of the integration's lifecycle. The Coupa Integrations team has developed a set of best practices that we outline here as part of the integration lifecycle, to ensure that integrations we build for you meet our exacting standards.
Integration Lifecycle Steps
|Requirements definition|| || ||Coupa Integrations Overview Training||Coupa Integration Requirements Document (template)|
|Discovery|| || || || |
Coupa will follow up with:
|Design|| || || |
All discover step items have been completed
|Coupa Integration Data Mappings document (template)|
|Build||Coupa builds the integrations according to the requirements and data mapping documents||Coupa integration manager||All design step items have been completed and the customer has signed off||Running integrations in Test Mode for all of the identified business objects|
|Unit testing|| |
Coupa performs standard testing scenarios and corrects issues and deviations from specified requirements
|Coupa integration manager||All build step items have been completed||Completed integration testing scenarios document (template)|
|Acceptance testing||Customer tests the integration and works with Coupa to resolve any questions or issues with the integration|| ||Unit testing has been signed off by Coupa and the customer||All issues in the tracking template have been resolved, and the customer has signed off on the integration|
|User acceptance training|| || ||Customer sign off of the integrations project|
Supplier Enablement and Integration
Often, supplier enablement is done in parallel with the integration steps, particularly when the number of suppliers to on-board is high. Coupa offers your suppliers lots of different ways to integrate:
- The Coupa Open Business Network
- Flat file/CSV
All of these methods are free of charge for you and your suppliers. We can also help connect you to third party scanning solutions to achieve 100 percent paperless invoicing for your organization.
As part of your Coupa implementation, your implementation manager is the main point of contact for Coupa resources as we enabled your suppliers. We divide your suppliers into high-touch and low-touch. High-touch suppliers are those who you'll be communicating with electronically and require communication and testing. Low-touch suppliers seldom see much impact, if any, from your Coupa implementation.