Overview

Torii's Coupa integration enables you to automatically sync and analyze SaaS expenses and contract data from your Coupa environment. This helps you gain better visibility into spending, vendor management, and contract health.

Note: Coupa user data is fetched for both Expense and Contract integration types.

Requirements

Accounts & Permissions

• To connect this integration, we require the following:
  • Client ID
  • Client Secret
  • Site URL

How to Generate the Required Values

1. Find Your Coupa Hostname

1. Navigate to the home page in your Coupa account.
2. Copy the whole site URL.
   For example, from https://companyname.coupahost.com
   
    

2. Generate OAuth Credentials in Coupa

• Go to the Setup page in Coupa
  
• Under the Integrations section, select OAuth2/OpenID Connect Clients.
  
• Click the Create button to start a new client configuration.
  

• In the Grant Type dropdown, select client_credentials.
• Fill in the remaining required fields (e.g., name, description).

Assign the following permissions based on the data type you want to sync:

For Expense Sync

• core.invoice.read

• core.user.read

For Contract Sync

• core.contract.read

• core.legal_entity.read

• core.user.read

Optional: For Enabling Actions in Torii

• core.user.write

• core.common.read

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          Click Save.

          
          

          3. Retrieve the Credentials

          • Client ID: Found under Identifier in General Info

          • Client Secret: Found under Secret in Security Info

          
          

How to Connect the Integration

1. In Torii, go to the Integrations page.

2. Search for and select the Coupa integration tile.

3. Click Connect.

4. Enter your:

•  

  • Client ID

  • Client Secret

  • Site URL

5. Select the data types you want to sync: users, expenses and/or contracts.

6. If you selected Contracts (either alone or with Expenses), two additional configuration options will be available:

• Contract Type: (Optional). Enter a contract type to filter which contracts will be synced.

• Fetch Documents: (Default: Yes) Select “Yes” to import legal agreements and attachments.

7. Click Connect to finalize setup.

Once connected and synced, a green checkbox will appear next to the Coupa integration in Torii.

Expense Sync Details

When syncing Expenses, Torii fetches data from Coupa invoices to provide insights on SaaS spend.

Fields Used for Expense Matching

Torii automatically matches transactions to the correct applications, summarizes spend, and surfaces insights.

Expense data is synced for up to one year prior to the integration’s initial connection date.

Note that the Miscellaneous column in the Expenses table displays the PO number as it appears in Coupa.

Contract Sync Details

If contract syncing is enabled, the following field mappings apply:

Torii will look for contract attached documents and parse them to extract contract line items. By default, Torii searches for the document marked as Legal agreement. Parsing occurs only if Contract magic auto-fill is enabled in Settings.

FAQ

Can I sync only contracts or only expenses?

Yes. You can choose to sync only Expenses, only Contracts, or both during setup. 

How far back is data fetched?

Torii fetches up to one year of historical invoice (expense) data from the initial connection date.

Can I customize which contracts are fetched?

Yes. Use the Contract Type filter during setup to narrow down the synced contracts.

Are contract documents imported?

Yes — by default. If you prefer not to import documents, deselect the Fetch Documents option during setup.