How to Connect Magento 2 to Coupa

- E-Commerce, Magento 2, Our extensions

Magento 2 coupa integration

In the following post, we shed light on the Magento 2 Coupa integration. If you are not familiar with the platform, it is the all-in-one business spend management platform that covers lots of different areas of e-commerce expenditures. Want to start spending your money smarter increasing the value of every dollar? You’ve come to the right place. Below, we provide a reliable Magento 2 Coupa connector, but let’s take a look at the platform’s features first.

'

Coupa Products

Being a robust and potent solution, Coupa offers multiple businesses spend management apps that can dramatically improve the performance of your Magento 2 storefront. The variety of tools covers the needs of everyone in your company. Thus, all employees and partners get the ability to conduct their business spend activities in a single place.

Procure

Enhance the procurement experience of your business with the integration. Coupa offers an opportunity to procure all goods and services related to your business. And while your customers get better purchasing experience, you, as a Magento 2 store owner, can achieve full control over all the corresponding expenditures. At the same time, your employees will spend much less time due to the high volume of automation.

If you want to achieve the same functionality outside Coupa, several reliable Magento 2 extensions offer the desired functionality. You can check them here: Magento 2 ERP Integration. Note that the procurement functionality is usually provided within ERP modules.

Invoice

Coupa also allows improving the invoicing of your business. You can streamline account payable enhancing your cash flow. Implement efficient, accurate, and timely invoice processing instead of a chaotic mess of papers. Automate most manual tasks, reduce the overall cycle of invoicing, and save the planet by eliminating all the unnecessary documents. As a result, you will be able to save lots of time your accounts payable team can use for solving strategic goals.

If you want to customize the look of your PDF invoices, check the following modules: Magento 2 Custom PDF Invoices.

Expense

The Magento 2 Coupa integration provides you with the ability to increase visibility and decrease hassles of your expenses. Get total control over how your expense reports look and what data they contain. Reduce spend leakages so that no competitors will know your insights. Also, you will be able to pay all employees on time with Coupa since the platform provides all the tools necessary for that.

If you know any Magento 2 extensions that offer the same functionality, leave them in comments. We know for sure that some EPR systems are responsible for the same areas, so check these modules: Magento 2 ERP Integration.

Pay

Coupa Pay provides seamless cash management and payments. Its main goal is to maximize the return on your cash. You get an intuitive tool that covers all payment needs your company may have. There is even an opportunity for invoice and expense reimbursement. And of course, you can fully leverage invoice financing features and early payment discounts functionality. And it is possible to get all these features in your Magento-based business with the help of the tool described below.

Spend Analysis

If you want to get the deepest insight into the way you spend, give Coupa a try. The platform offers the corresponding services designed to provide you with total control over multiple financial areas and get a better understanding of how things work. Get a single lens for all your spends with the help of AI-powered insights. Benchmark performance and get suggestions on how to get to the next milestone.

You can get even better results by combining Coupa with one of the following reporting solutions: Magento 2 Reports Extensions Comparison (Amasty vs. Mirasvit vs. Aheadworks).

Strategic Sourcing

Coupa Strategic Sourcing is designed to get the most out of the corresponding area of your business. Optimize every sourcing opportunity reaching new business goals. Consolidate your spends in the most user-friendly manner. Work with the most efficient suppliers only. Increase your cash savings and achieve multiple other milestones with Coupa. Below, we will describe how to connect everything to your Magento 2 website.

Contract Management

This tool is designed to turn negotiated savings into cash savings. Coupa introduces the advanced automation layer for all corresponding processes. Besides, it enforces you across the full contract lifecycle. It means that you can optimize such key areas as authoring, collaboration, and signing. As for operationalizing contracts for every purchase, it is also a part of Coupa Contract Management.

Magento 2 Coupa Integration

Contingent Workforce

Companies spend more on services than any other category, and your business is not an exception. At the same time, they often lack visibility and control. If you use Magento 2 without any third-party tools designed for this area, you might have already faced this problem. Since the reliance on temporary labor services is expected to grow, you should be already prepared! Luckily, there is Coupa Contingent Workforce which provides the advanced capabilities for sourcing and managing contingent workers and complex services at scale.

Supplier Management

Coupa lets you get all your suppliers onboard to keep the corresponding data always updated. Thus, you dramatically decrease risks related to this area of your business. You will easily streamline your back office by digitizing supplier onboarding and maintenance. Another feature that significantly improves the efficiency of your management routine is the ability to monitor supplier risk and optimize the supply base. Note that the powerful AI is used.

How to Connect Magento 2 to Coupa

Magento 2 mysql data import

To connect your e-commerce website to Coupa, we recommend you to use the Improved Import & Export Magento 2 extension. The module is designed to streamline any integration by providing advanced import and export capabilities.

First of all, you can use multiple data exchange standards. The Improved Import & Export extension supports various file standards. At the same time, it allows using several online sheets to exchange data between Magento 2 and other services. And you can always leverage a direct API connection to avoid all intermediaries.

The next vital aspect is the ability to automate all transfers. The Improved Import & Export Magento 2 module lets you create a schedule of updates or specify a trigger. Thus, data between your store and Coupa can be exchanged in real time.

It is also necessary to mention that our module easily solves the problem of different attribute standards. It offers several ways of adopting the external data to the Magento 2 requirements. These and other features are described below.

Get Improved Import & Export Magento 2 Extension

Magento 2 Coupa Connector

Magento 2 oracle import

Now, we’d like to draw your attention to various features designed to improve not only the Magento 2 Coupa integration but also data transfers between your e-commerce store and other services. Let’s start with the advanced connectivity options provided by the Improved Import & Export Magento 2 extension.  

Extended Connectivity Options

Data synchronization between Magento 2 and other platforms with the help of our module may be based on the API connection. At the same time, you can leverage several more way of integrating your e-commerce store with external platforms. We start the exploration from the most common data exchange standard – file transfers.

Multiple File Standards

It is not a secret that Magento is bound to CSV only. Thus, you should convert files of other types into this one to make them suitable for further import processes. Luckily, the Improved Import & Export Magento 2 extension is a robust game-changer: it essentially increases the number of supported file formats. Our tool adds support for XML, JSON, ODS, and Excel. Thus, you can effortlessly import and export data in these formats. Furthermore, it is possible to apply other features to both processes despite the selected file format. Consequently, all transfers can be fully automated and attributes and their values – matched, but let’s return to our mutton.

Multiple File Sources

To improve your daily duties related to file transfers, we add even more flexibility: the Improved Import & Export Magento 2 extension offers three absolutely different connection points:

  • FTP/SFTP. Connect your Magento 2 website to any external platforms with the help of a local or remote server.
  • Dropbox. The same functionality can be based on a Dropbox account.
  • URL. In the case of import processes, a direct URL is enough. Set a file address and the Improved Import & Export module will transfer it.

It is also worth mentioning that our extension extracts compressed data automatically. Yes, there is no need to unpack it manually before every import.

Alternative Ways of Import & Export

Since our extension lets you establish a direct API connection. It is necessary to say a few words about standards that can be leveraged for building a bridge between your website and other external systems. The Improved Import & Export Magento 2 extension works with REST, SOAP, and GraphQL APIs synchronizing your e-commerce store with any third-party platforms.

As for online sheets, the Improved Import & Export Magento 2 extension supports several options as well. You can create a bridge between your Magento 2 website and external platforms using Google Sheets, Office 365 Excel, or Zoho Sheet. Integrations on the basis of Google’s solution look as follows:

Magento 2 Google Sheet import

Automated Import & Export Processes

As we’ve already mentioned, another important aspect of the Improved Import & Export Magento 2 extension is the ability to automate all data transfers. You will find two different ways of achieving this goal with our module. The extension allows creating update schedules or specifying events that are used as triggers for launching import and export processes right after something happens.

Schedules

The Improved Import & Export Magento 2 extension incorporates cron to create schedules. The technology allows specifying custom update periods. But you should be familiar with the default cron syntax. However, if you don’t want to do that, we offer an alternative way of achieving the same goal. The Improved Import & Export extension lets you select one of the predefined intervals, which are highly customizable as well.

You can also create profiles without schedules, which are useful for single data transfers and asynchronous updates. At the same time, every profile can be launched manually despite the schedule.

And the schedule configuration is very straightforward. The following illustration shows all the nuances:

Events

Events are an alternative way of automating import and export processes. They can be used for enabling real-time updates. Let’s take a look at a tiny example to figure out how everything works. An even when a customer places an order may be considered a trigger that exports order data to an external system. Thus, the data exchange is launched in real time.

Note that you can select not only system events but to specify custom ones. At the same time, specific conditions can be defined as well. Thus, the trigger will work more efficiently. For further information about this feature, follow this link: How to Run Magento 2 Import or Export After Specific System Event or Process.

Advanced Mapping Features

Multiple problems caused by different ways of storing data in various systems can be easily solved with the help of the Magento 2 Coupa connector. Our extension lets you modify not only third-party attributes but also their values in the most efficient manner. With the Improved Import & Export Magento 2 extension, you will exceed the existing boundaries. Connecting to a third-party system has never been easier.

Mapping Presets

The Improved Import & Export Magento 2 extension enables you to solve the problem of different attributes within a few clicks. You get a list of presets that match external designations to the corresponding internal ones in a fully automated way. You only have to select and apply a preset suitable for your integration. After that, the extension will scan the input data, analyze all attributes, and match all third-party designations to the corresponding ones used internally.

Check the following image that illustrates how fast and user-friendly the process is:

Matching Interface

If a preset for your particular integration is absent or you want to map attributes manually, utilize a corresponding interface of the Improved Import & Export extension. Select a third-party designation and specify the appropriate internal one in front of it. Repeat the procedure for every external attribute as shown below:

And don’t miss the opportunity to set hardcoded attribute values. On the gif above, you can see the third column called “Default Value” that allows setting a value provided to all items related to the attribute.

Attribute Values Mapping

Attribute values mapping is also possible. The process resembles the procedure that we’ve just described. Unlike third-party attributes, values don’t prevent import processes, but they require lots of time and effort for editing after the update is transferred.

With the Improved Import & Export Magento 2 extension, you get the easiest solution, which incorporates the same logic as the attributes matching described above. It is not as fast as selecting and applying a preset, but much faster than doing everything manually in a data file or your admin.

Select a third-party attribute value and specify the internal one in front of it. Note that the process should be applied to all external designations. For further information, follow this link: Attribute Values Mapping.

Attribute Values Editing

We’ve also introduced the ability to edit attribute values in bulk to simplify your import/export routine. The Improved Import & Export Magento 2 extension provides the following opportunities:

  • Add a prefix;
  • Add a suffix;
  • Split attribute values;
  • Merge attribute values.

Feel free to apply these rules to multiple attributes. Furthermore, you can combine them creating conditions that increase the efficiency of their use. For further information, follow this link: How to Modify Attribute Values During Import and Export in Magento 2.

Category Mapping

When you move product data from an external system to your Magento 2 store, you usually modify your catalog by occasionally adding new categories from external catalogs related to the imported products. Thus, it is necessary to edit your catalog after every update. But the Improved Import & Export Magento 2 extension dramatically simplifies the existing order of things. You can match the external categories to the ones used internally right during the import process. The following gif image illustrates the procedure:

If necessary, it is also possible to create new categories on the fly: select a parent category and specifying a name of a new one. That’s it! Both features are described here: Category Mapping.

Attributes On The Fly

In case a data file lacks attributes, you can create them on the fly with the Improved Import & Export Magento 2 extension. All the necessary parameters can be specified using the following general form:

Attribute|attribute_property_name:attribute_property_value|…

The full process is described here: Product attributes import.

Watch this video to see the Improved Import & Export Magento 2 extension in action:

Final Words

As you can see, Magento 2 Coupa integration can be established with the help of the Improved Import & Export Magento 2 extension. Our module offers multiple ways to integrate your store with various external systems including the powerful business spend management platform. For further information about the connector follow this link and contact the support:

Get Improved Import & Export Magento 2 Extension

'