You can use a Coupa object as a source in a synchronization task.
When you configure a synchronization task to use a Coupa source, you can configure the source properties on the Source page of the Synchronization Task wizard.
The following table describes the Coupa source properties:
Property
Description
Connection
Name of the source connection.
Source Type
Source type. Select Single Object or Parameter.
Object
Name of the source object.
Data Filters
You can use data filters to fetch specific data of a particular object. The synchronization task processes the data based on the filter field assigned to the object.
Perform the following steps to use data filters:
1In a synchronization task, select Data Filters tab.
the Data Filters tab appears.
2Click New.
The Data Filter dialog box appears.
3Specify the following details.
Field Type
Description
Object
Select object for which you want to assign filter fields.
Filter By
Select the Filter Field.
Note: Coupa Connector does not support $LastRunTime, IsNull and IsnotNull filter variables.
Operator
Select the corresponding operator.
Filter Value
Enter the filter value.
4Click OK.
Advanced Filter Update
You can use data filters to fetch specific data of a particular object. The synchronization task processes the data based on the filter field assigned to the object.
Perform the following steps to use data filters:
1In a synchronization task, select Data Filters tab.
The Data Filters tab appears.
2Click New.
The Data Filter dialog box appears.
3Select the required filter field.
4Click Advanced.
The Advanced Data Filter dialog box appears.
5Provide a Filter Expression.
For Coupa Connector, you must follow the syntax format to enter the filter expression. For example, Paid=6634682&invoice-date[gt_or_eq] = 2013-07-09T00:33:11-05.00
6Click OK.
Defining the Filterable Fields
You can use the coupa.ini file to define the filterable fields. The filter fields supported by SDK may differ in names from the Coupa API but the functionality of the filter fields remains the same. So you must provide the filter field names as per Coupa API.
This coupa.ini file is present in the Informatica Secure Agent Plugin folder. The sample directories are:
•<Secure Agent installation directory>\downloads\<latest connector zip package>\package\plugins\<plugin ID>
•<Secure Agent installation directory>\downloads\<latest connector zip package>\package\rdtm\javalib\<plugin ID>
Note: If you make change in one coupa.ini file, you must make the change in the other coupa.ini file.
The following coupa.ini file displays name of the filter fields as per the SDK standard and its Coupa API equivalent.