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.
To generate an API Access token as an account or card admin, please follow these instructions:
Step 1: Sign in to your dashboard and go to Settings.
Step 2: Click Create Token.
Step 3: Name the card “Coupa Pay via Conferma.”
Step 4: Select these permissions under Team:
Users: Read
Cards: Read/Write
Card numbers: Read
Step 5: Select these permissions under Transactions:
Card transactions: Read
Step 6: Click Create Token, and then Allow access.
Step 7: 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 in your ERP when you export from both Coupa and Brex
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 and cc your Relationship Manager.
Brex Plus 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.
To generate an API Access token as an account or card admin, please follow these instructions:
Step 1: Sign in to your dashboard and go to Settings.
Step 2: Click Create Token.
Step 3: Name the card “Coupa Pay via Conferma.”
Step 4: Select these permissions under Team:
Users: Read
Cards: Read/Write
Card numbers: Read
Step 5: Select these permissions under Transactions:
Card transactions: Read
Step 6: Select these permissions under Budgets:
Budgets: Read/Write
Step 7: Click Create Token, and then Allow access.
Step 8: 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 in your ERP when you export from both Coupa and Brex
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 and cc your Relationship Manager.