Best PracticesFinance

Coupa integrations with NetSuite powered by Workato – Procure To Pay

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This is an extension of our earlier blog post about Workato’s new Coupa connector. Check it out over here.

Coupa is a cloud based business spend management platform that extends the ability of traditional ERP systems like SAP, NetSuite and Oracle EBS. With procurement, invoicing and expensing modules in traditional ERP systems lacking the usability required to drive true business value, Coupa remains a leader in this space by leveraging on the power of an intuitive user interface built on the cloud and seamless integration capabilities.

Workato’s Coupa connector allows you integrate Coupa closely with your existing ERP system for Procure To Pay, Procure To Order and Expense Management purposes.  Read on to find out you can use Workato to integrate Coupa and NetSuite for your Procure to Pay processes as well as links to readily available Workato Recipes that you can copy over to your account.

While we use NetSuite as our ERP system in these examples, keep in mind that these could be any other ERP system such as SAP or Oracle EBS.

When using Coupa and NetSuite, one pain point is always the maintenance of a master lists of account data, supplier data and supplier item catalogs between the two applications as data needs to be entered twice. Workato allows you to eliminate this by setting up a simple recipe that sends data between NetSuite and Coupa so data entered in either platform syncs regularly with the other.

With all business data in sync between NetSuite and Coupa, requisitions become a matter of adding items to your cart on Coupa and submitting them for approval – similar to shopping online. After these requisitions are approved, they can be easily converted to purchase orders which can be sent to the Supplier from Coupa directly.

When suppliers generate invoices, Coupa handles the business approval process to pay the invoice. When all approvals have been made, Workato takes over by sending the invoice over to NetSuite so your finance department is immediately notified of the need to pay for this invoice.

Click on the links below to find out some common use cases between Coupa and various applications and how Workato makes these integrations quick and painless to set up for both non technical and technical users.

Beyond Coupa and ERP systems, the Workato platform allows you to supercharge any of your existing business applications by developing integrations specific to your needs. Workato connects with a large number of applications that fit the needs of any business. Leverage on our drag-on-drop recipe editors by signing up for a free demo and get your automations up running in a matter of days.

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