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Coupa Success Portal

Phase 4: Integrate

Overview

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

Step Purpose People Involved Prerequisites Deliverables
Requirements definition
  • Identify business objects to be integrated
  • Define project timelines
  • Discover any unique or non-standard integration requirements
  • Customer implementation manager
  • Coupa implementation manager
  • Customer integrations manager (optional)
Coupa Integrations Overview Training Coupa Integration Requirements Document (template)
Discovery
  • Review the Integration Requirements document with a technical architect
  • Provide the customer with best practices and processes
  • Identify any non-standard or custom requirements
  • Define scope of work
  • Customer implementation manager
  • Customer integration manager
  • Coupa implementation manager
  • Coupa integration manager
  • Integration architecture diagram
  • Sample data files

Coupa will follow up with:

  • Assigned integration resource
  • Commitment timeline
Design
  • Deep dive into technical requirements
  • Introduce specific data fields and values for business objects
  • Map data from Coupa to target system
  • Customer implementation manager
  • Customer integration manager
  • Coupa implementation manager
  • Coupa integration manager

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
  • Customer integration manager
  • Coupa integration manager
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 implementation manager
  • Customer integration manager
  • Coupa implementation manager
  • Coupa integration manager
  • Acceptance testing sign off
  • Coupa Integration Testing Scenarios sign off
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
  • cXML
  • EDI
  • 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.

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