Our organization is attempting to integrate the Coupa procurement platform to Alteryx Desktop via API. We have configured a client credential grant type within Coupa to serve as one end point. Regarding the Coupa Scopes that we'd like to transmit over, we'd like to see requisitions, Purchase Orders, Invoices, and Supplier information.
On the Alteryx side, we're having some difficulty setting up the beginning portion of the workflow to act as the Alteryx endpoint. We understand that a text input is likely needed to input the URL and token pathway to establish the HTTP connection. However, we're struggling to build the 'Download' step that follows the initial 'Text Input'. What sort of connection is needed to integrate Coupa? How should the 'Headers' & 'Payload' menus be configured? Any advice or assistance is appreciated.
I'm following this - interesting use case.
Some past finds:
@bm139881 are you having trouble generating the bearer token or the portion after the token is generated?
I built a macro that generates the bearer token, linked below, that would work with Coupa. I recently setup APIs to Coupa so this should work for you. Provide the correct info using the Coupa API documentation.
https://community.alteryx.com/t5/Community-Gallery/Oauth2-Authentication/ta-p/1388374
Bacon
Also, check out this post on setting up a REST API connection from scratch.
https://community.alteryx.com/t5/Engine-Works/REST-API-In-5-Minutes-No-Coding/ba-p/8137
@bm139881 --- I have to be blunt here --- if you have Alteryx set up you need at least one person who knows how to do this. If not you need to hire a consultant for some useful trainings or initial builds (ie how to set up/run apis/etc) --- I totally get if you are having issues with specific parts of an API setup or weirdo issues where Postman works and Alteryx doesn't --- but this:
On the Alteryx side, we're having some difficulty setting up the beginning portion of the workflow to act as the Alteryx endpoint. We understand that a text input is likely needed to input the URL and token pathway to establish the HTTP connection. However, we're struggling to build the 'Download' step that follows the initial 'Text Input'. What sort of connection is needed to integrate Coupa? How should the 'Headers' & 'Payload' menus be configured? Any advice or assistance is appreciated.
This is functional Alteryx 101. Someone at your company needs to know how to do this if you want to get any value out of Alteryx.
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