Scheduled integrations

AcquisLink® allows for flexible scheduling to integrate data from one platform to another.

ERP Suppliers to Coupa Suppliers

Suppliers from the ERP will integrate into Coupa as suppliers. The ERP is the supplier master where changes and updates made to the record in the ERP will be reflected in Coupa. Based on the ERP capabilities, the integration runs either in real-time using webhooks or on a schedule whereby it captures recently updated records on a schedule.

Available to offerings:
• Microsoft Dynamics 365 Finance and Operations
• Microsoft Dynamics 365 Business Central
• Sage Intacct
• QuickBooks Online

ERP Dimension Values to Coupa Lookup Values

Dimension values (AKA accounting segment values) will integrate to Coupa as lookup values. The ERP is the master for the accounting segments where changes and updates made to the record in the ERP will be reflected. Based on the ERP capabilities, the integration runs either in real-time using webhooks or on a schedule whereby it captures recently updated records on a schedule.

Available to offerings:
• Microsoft Dynamics 365 Finance and Operations
• Microsoft Dynamics 365 Business Central
• Sage Intacct
• QuickBooks Online

Coupa SIM to ERP Suppliers

Supplier Information Management (SIM) is used to facilitate capturing information to onboard or update suppliers. This includes header level information, contact information, address information, and banking information (where applicable). SIM records will integrate into the ERP as the Supplier record. The integration runs on a schedule to pick up recently approved, not exported records and push it to the ERP.

Available to offerings:
• Microsoft Dynamics 365 Finance and Operations
• Sage Intacct
• QuickBooks Online

Coupa Approved (OK to Pay) Invoices to ERP Purchase Invoices

Approved invoices from Coupa will integrate into the ERP as purchase invoices (e.g., AP Bill, Purchase Invoice, Vendor Invoice, etc.). Using Coupa’s Call Outs, the integration runs in real-time once an invoice has been fully approved. An additional scheduler can be installed that picks up approved, not exported invoices from Coupa.

Available to offerings:
• Microsoft Dynamics 365 Finance and Operations
• Microsoft Dynamics 365 Business Central
• Sage Intacct
• QuickBooks Online

ERP Supplier Payments to Coupa Invoice Payment Confirmations

Invoice payments from the ERP will integrate to Coupa as payment confirmations, which includes the payment date, amount, and payment reference. The integration runs on a schedule to capture recently approved, posted, and otherwise finalized payments.

Available to offerings:
• Microsoft Dynamics 365 Finance and Operations
• Microsoft Dynamics 365 Business Central
• Sage Intacct
• QuickBooks Online

Coupa Virtual Card Charges to ERP Journal Entries

Virtual card charges (AKA Card on PO) from Coupa will integrate into the ERP as journal entries. The integration runs on a schedule to capture recently generated charges.

Available to offerings:
• Microsoft Dynamics 365 Business Central
• Sage Intacct
• QuickBooks Online

Coupa Invoice Payments (Coupa Pay) to ERP Invoice Payments

Coupa Pay invoice payments from Coupa will integrate into the ERP as purchase invoice payments (e.g., AP Bill Payments, Vendor Bill Payments, Purchase Invoice Payments, etc.). The integration runs on a schedule to capture payments that have been completed successfully or with errors and that have not been exported.

Available to offerings:
• Microsoft Dynamics 365 Finance and Operations
• Microsoft Dynamics 365 Business Central
• Sage Intacct
• QuickBooks Online

Coupa Approved (OK to Pay) Expense Reports to ERP Purchase Invoices

Approved expense reports from Coupa will integrate into the ERP as purchase invoices (e.g., AP Bill, Purchase Invoice, Vendor Invoice, etc.). Using Coupa’s Call Outs, the integration runs in real-time once an invoice has been fully approved. An additional scheduler can be installed that picks up approved, not exported expense reports from Coupa.

Available to offerings:
• Sage Intacct
• QuickBooks Online

Coupa Expense Report Payments (Coupa Pay) to ERP Invoice Payments

Coupa Pay expense payments from Coupa will integrate into the ERP as purchase invoice payments (e.g., AP Bill Payments, Vendor Bill Payments, Purchase Invoice Payments, etc.). The integration runs on a schedule to capture payments that have been completed successfully or with errors and that have not been exported.

Available to offerings:
• Sage Intacct
• QuickBooks Online

ERP Employee Payments to Coupa Expense Report Payment Confirmations

Expense report payments from the ERP will integrate to Coupa as payment confirmations, which includes the payment date, amount, and payment reference. The integration runs on a schedule to capture recently approved, posted, and otherwise finalized payments.

Available to offerings:
• Sage Intacct
• QuickBooks Online

Coupa Corporate Card Charges to ERP Journal Entries

Corporate card charges from Coupa will integrate into the ERP as journal entries. The integration runs on a schedule to capture approved, not exported expense reports tied to corporate cards.

Available to offerings:
• Sage Intacct
• QuickBooks Online

ERP Suppliers to Coupa Supplier Sites

Suppliers that have a logical separation will integrate into Coupa as supplier sites. These sites allow for granularity with how orders are being processed, received, and invoiced. The integration runs on a schedule to capture recently created or updated supplier records.

Available to offerings:
• Microsoft Dynamics 365 Finance and Operations