After receiving feedback from our users, we learned that integrating our purchase orders with the order process of Coupa would provide our users strong benefit.
With UpKeep and Coupa integrated, our users will be able to gather the requests from their maintenance teams for parts and supplies, approve it, purchase from their suppliers and notify the maintenance team once it’s been received without the need to track and update across two different applications.
The UpKeep-Coupa Integrations aims to alleviate the need for our users to duplicate a Purchase Order (PO) from UpKeep to Coupa and prevent the need to track and two identical POs on two separate applications. The UpKeep-Coupa Integration transfers approved Purchase Orders out of UpKeep into Coupa. Once an Admin Approves an UpKeep Purchase Order, the Integration creates a Draft Requisition in Coupa and tracks it as it goes through the Coupa approval process and becomes a Purchase Order. When Coupa ‘Receives’ the Purchase Order items, the Integration updates the corresponding Purchase Order in UpKeep to ‘Fulfilled’ and increases the UpKeep inventory accordingly.
UpKeep Admin users on an UpKeep account that is subscribed to the Business Plus plan or the Enterprise plan can set up and use the UpKeep-Coupa Integration. Only UpKeep users on the web (desktop) application can access this Integration. Users of the UpKeep-Coupa Integration must also have an active Coupa account.