Coupa Pay via Conferma
This article refers to a feature that might not be available in your current Brex plan. If you'd like to learn more about this feature and how to unlock additional capabilities in Brex's upgraded plans, please have your account or card admin reach out to Brex Support by clicking on Support in your dashboard.
Overview
Premium Enterprise Smart card
Brex’s integration with Coupa Pay via Conferma allows you to provision Brex virtual cards for approved POs and Invoices without leaving Coupa. This results in greater efficiency, control, and visibility over your business spend.
Through the integration, Coupa will generate a Brex virtual card using Conferma and will securely send the virtual card number to the vendor for processing. You will see the previous day’s transactions within Coupa for statement reconciliation. The card details and transaction history will also be visible in your Brex dashboard.
You can use the Coupa Pay integration to create cards for Invoices and POs within Coupa.
Pre-requisites
While Brex does not charge any fees for the Coupa Pay integration, Coupa itself does have an additional annual licensing fee for their virtual card entitlement. Speak to your Coupa account manager to ensure you have the necessary entitlement to use this integration.
Setup instructions
To get started, confirm with your Coupa representative that you are subscribed to the Virtual Card entitlement on Coupa Pay. If not, you can execute an addendum before you can set up the integration.
Once you’ve confirmed that you can use Brex with Coupa Pay, your Brex account or card admin can generate an API Access token in your Brex dashboard, which Coupa uses to access your account.
Once that’s complete, we’ll work with Coupa to set up your company payment account within Coupa.
Please set up one API token per country (and currency) that you want to use with Coupa Pay. You can reach out to your Brex representative about supported countries and currencies.
To generate an API Access token as an account or card admin, please follow these instructions:
Step 1: In your dashboard, go to Company settings > Developer tab, and click Create Token.
Step 2: Name the card “Coupa Pay via Conferma.” Step 3: Select all of the following permissions:
| Section | Scope | None | Read only | Write |
|---|---|---|---|---|
Accounting | Accounting integration | |||
| Accounting record | ||||
Automation | Custom rules | |||
Budgets | Budgets | |||
Expenses | Card expenses | |||
Fields | Custom field values | |||
| Custom fields | ||||
Onboarding | Referrals | |||
Payments | Incoming transfers | |||
| Linked accounts | ||||
| Transfers | ||||
Team | Users | |||
| Locations | ||||
| Departments | ||||
| Titles | ||||
| Cards | ||||
| Card numbers read & send | ||||
| Companies | ||||
| Vendors | ||||
Transactions | Card transactions | |||
| Card accounts | ||||
| Card statements | ||||
| Business accounts data |
Step 4: Click Create Token, and then Allow access. Step 5: Reach out to your Brex representative for instructions on where to send this API token. Do not send the token information itself in the initial email.
Avoiding duplicate transactions
Brex automatically prevents exporting transactions to your ERP directly if they were created via the Coupa Pay virtual card method. This is done by marking transactions made through the virtual card as ineligible for export. If you would prefer to make all transactions available for export from Brex, please reach out to us at Brex Support.