Set Up an OpenID Connect Client

Create an OAuth client and assign scopes

1. Navigate to Setup > Oauth2/OpenID Connect Clients (/oauth2/clients).

2. Click Create.

3. Select Client Credentials in the Grant type dropdown.

4. Complete the fields and select the scopes (access permissions) the Client needs.

   Note:

   If you want to give a client access to all API endpoints and operations, you will need to add all scopes to that client.

5. Once you save the client, note the client credentials: Identifier, Secret, Oidc Scopes.

Generate access token

Send a request to the OAuth client using an HTTP client like Postman in order to generate an access token. You can also send a cURL request using your terminal.

1. If using the terminal, use the command line to perform a Curl POST:

   curl -X POST -H "Content-Type: application/x-www-form-urlencoded" -d "client_id=
   <CLIENT_ID>
   &grant_type=client_credentials&scope=
   <SPACE_SEPARATED_LIST_OF_SCOPES>
   &client_secret=
   <CLIENT_SECRET>
   "
       https://<INSTANCE_DOMAIN>/oauth2/token
   

2. If using an HTTP Client like Postman or another REST Client, configure an OAuth2/OIDC Client connection to use the Coupa API.

3. Select POST.

4. Set the URL to the instance name where you defined the Client above. For example: https://{your_instance_address}/oauth2/token.

5. Set the headers key value for Content-Type = application/x-www-form-urlencoded

   

6. In the POST body set the following values:

   • client_id = <Your Client Identifier value>

   • grant_type = client_credentials

   • scope = <Copy/paste all the scopes that you selected in Client credentials setup without the comma.>

   • client_secret = <Copy/paste the Coupa Client Secret value>

7. Click Send. The POST response has the access_token that was generated to authorize API calls within the defined scope for the next 24 hours ( expires_in 86,399 seconds).

   

8. Copy your access_token value from the response body and use it as the Token value in Authorization headers for your Coupa API calls within the scope you defined for this Client connection.

9. Create a new tab to make API calls to GET, POST, or PUT etc. and in the Authorization part of the request builder define the ‘TYPE’ = OAuth 2.0.

10. Paste the access_token as the Token field value.

    

11. Go to Headers and enter a value of application/xml or application/json in the Accept key field. Define the other request parameters according to the call and the interface you are attempting to use.

    

12. Click Send. With that access_token set in the Authorization header you can make GET, PUT or POST calls to the Client scopes you defined for that connection.

    

Build Middleware script/flow for token creation and refresh every 20 hours

Depending on the middleware, configurations may vary. However, it is important to ensure that all integrations using Coupa API keys are updated to use the OAuth token. To generate and refresh this token, a new script/flow might need to be created to ensure this is updated every 20 hours. Most of the adapters in the middlewares will refresh the token automatically once the setup is done.

Warning:

Changing the scopes in a Client will impact the token generation script/adapter since these are passed in the token generation request.

Update Integrations to use new token generated by script

All existing integrations must adopt the OAuth connection and use the token generated by the new script/flow. This can be done in phases, for example, where master data integrations are transitioned first followed by transactional data integrations at a later stage.