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Total Spend Management Platform
Integration Playbooks and Resources
Other Integration Playbooks
ERP Integration Adapters
Integration Scenarios
1. User Integration Scenarios (Optional)
1.2 Modify a User
1.2 Modify a User
Using API
- Change a User's details (last name and email address) in the HR system.
- The ERP Connector platform should trigger an API call to Coupa with the User GET API to query the User’s
<id>
that you need to update (based on “login”, for example, but any queryable field/tag can be used depending on business scenario). - The ERP Connector platform should trigger a Coupa PUT API to update the User in Coupa using the User
<id>
. - Ensure that you get a 200 API response and it is logged in your ERP Connector platform logging engine. If you get a different API response (for example, 400) error, the API error (returned on API response
<errors><error>
tag(s)) must be logged in the ERP Connector platform logging engine and a notification must be sent to the relevant person to investigate. - Validate that the User's details are modified correctly in Coupa.
Sample API
In this example, a User is queried based on the User's login
name ( USER_TEST
); then the API response Coupa User <id>
is used to update the Coupa User with a new last name and email address.
GET
https://<instance_url>/api/users?login=USER_TEST
Payload
<?xml version="1.0" encoding="UTF-8"?> <users type="array"> <user> <id type="integer">281</id> <created-at type="dateTime">2016-06-30T07:51:11Z</created-at> <updated-at type="dateTime">2016-07-14T07:53:55Z</updated-at> <login>USER_TEST</login> <email>user_test_new_email@coupa.com</email> <purchasing-user type="boolean">true</purchasing-user> <expense-user type="boolean">true</expense-user> <sourcing-user type="boolean">false</sourcing-user> <inventory-user type="boolean">false</inventory-user> <employee-number /> <phone-work nil="true" /> <phone-mobile nil="true" /> <firstname>user</firstname> <lastname>test new lastname</lastname> <fullname>user test new lastname</fullname> <api-user type="boolean">false</api-user> <active type="boolean">true</active> <salesforce-id nil="true" /> <account-security-type type="integer">0</account-security-type> <authentication-method type="symbol">coupa_credentials</authentication-method> <sso-identifier nil="true" /> <default-locale>en</default-locale> <default-account nil="true" /> <business-group-security-type type="integer">1</business-group-security-type> <edit-invoice-on-quick-entry type="boolean">false</edit-invoice-on-quick-entry> <avatar-thumb-url nil="true" /> <mention-name>usertestnewlastname</mention-name> <test-cust-field>TEST_CUSTOM_FIELD</test-cust-field> <roles type="array" /> </user> </users>
Take the User's <id>
form the response payload (<id>277</id>
).
PUT
https://<instance_url>/api/users/277
Payload
<?xml version="1.0" encoding="UTF-8"?> <user> <login>USER_TEST</login> <email>user_test_new_email@coupa.com</email> <firstname>USER</firstname> <lastname>TEST NEW LASTNAME</lastname> <fullname>USER TEST</fullname> </user>
Using CSV
- Change a User's details (last name and email address) in the HR system.
- The ERP Connector platform generates a CSV flat file containing the changes that you want to see in Coupa.
- The ERP Connector platform places the CSV file to the
/Incoming/Users
folder on the Coupa sFTP site. - Once the scheduled job picks up and processes the file, validate that the User's details are updated correctly in Coupa.
Sample CSV
Place the CSV file to the/Incoming/Users
folder, where the file is picked up and processed in 5 minutes, and validate that the User's details are updated.
For a sample file, see modify_user.csv.
The CSV flat file upload is monitored in Coupa at https://<instance>/data_sources
. Coupa sends a notification to Coupa Admin on an upload failure, and Coupa Admin needs to investigate further.