Filtering data import with content groups

In Coupa, you can create content groups which are assigned to different assets such as supplier records. Kofax AP Essentials lets you filter the data you import from Coupa according to content groups. You accomplish this by mapping customer accounts in AP Essentials to content groups in Coupa. Then you use the mapping as a filter, so only the data associated with the content groups is imported. You can also map buyers in AP Essentials to content groups in Coupa for more granularity. When use a content-group mapping to filter supplier data import, for example, only suppliers and supplier data (contracts and purchase orders) that belong to the content groups you specify are imported.

This topic refers to the Coupa AP integration, which is the most current version of the Coupa integration and uses the latest version of the Coupa API. This integration is currently available on preview basis for select customers.

Filtering data import with content groups consists of two parts:

  • Mapping customers and/or buyers in AP Essentials to content groups in Coupa.

  • Using the mapping to filter data import.

Mapping customers in AP Essentials to content groups in Coupa

To map customers and/or buyers in AP Essentials to content groups in Coupa:

  1. Note the names of the content groups in Coupa that you want to use to filter data import.
  2. In the target system settings (CONTENT GROUPS section), type the name of each content group you want to use in the Content group mapping box. If you list more than one content group, use commas to separate each name.
    Example: Assume you have content groups in Coupa named Group1, Group2, Group3. However, you only want to import data from Group1 and Group2. In this case, type "Group1, Group2" in the Content group mapping box.

    When filtering data import, suppliers that belong to the group, Everyone, are not imported by default. You must specify "Everyone" in the Content group mapping box to import suppliers that belong to the Everyone content group.

  3. Optionally, click Buyer-specific settings to specify different content groups for each buyer. If you leave a buyer empty, the content group settings at the customer account level are applied.
  4. Save your settings.

    The mapping is now complete and ready to be used to filter data import as described in the next section.

Using the mapping to filter data import

Currently, you can filter supplier and user data import. To use the mapping above to filter data import:

  1. In the target system settings, select Content group filtering on each object you want to filter. For example, to filter supplier data import, select Content group filtering in the SUPPLIERS section. In this case only suppliers and supplier data (contracts and purchase orders) that belong to the content groups you specified in the previous section are imported.