The Punchout Configuration Tool lets distributors set up and manage punchout integrations directly in the Admin Portal. Admins can create and manage credentials, configure unit of measure mappings, and set up category mappings.
Key Benefits
Self-service setup: Distributors can create and manage punchout credentials independently, without waiting on a support ticket.
Full visibility: All existing credentials, employees, and identities are accessible in one place.
Flexible mapping: Admins can configure unit of measure and category mappings to match the procurement system's requirements.
How to Access the Tool
Log into the Admin Portal
Click Tools in the top-right navigation
Select Punchout Configuration Tool
Creating Punchout Credentials
Use this flow to generate punchout identities and shared secrets for customers.
Step 1: Select Create Credentials
From the Punchout Configuration home, click Create Credentials.
Step 2: Select Customers
Search for and select the customers to create credentials for, or upload a CSV to select in bulk.
Step 3: Review Employee Setup
Choose how punchout employees should be assigned. The default creates one employee per customer, each with their own unique identity and shared secret. Admins can also opt for a shared employee across customers, or link to an existing employee.
Step 4: Review and Create Identities
Review the setup summary, then click Create Identities to generate credentials.
Note (Coupa only): Make sure to enter integration IDs before creating identities.
Step 5: Save the Shared Secret
Once identities are created, the shared secrets will be displayed. These are only shown once and cannot be retrieved later. Save them to a location where they can be accessed later.
Important: If a shared secret is lost, new credentials will need to be created. There is no way to recover a secret after leaving this screen.
Managing UOM and Category Mappings
Mappings ensure the punchout integration communicates in the format the procurement system expects. These only need to be configured if the procurement system requires them.
Step 1: Select a Procurement Provider
From the Punchout Configuration Tool home, select the relevant procurement provider.
Step 2: Open UOM or Category Mapping
Select either Unit of Measure Mapping or Category Mapping to view and edit existing mappings.
Step 3: Add, Update, or Remove Mappings
Add, remove, or update mappings as needed, then click Save. Changes are not applied until saved.
Viewing Existing Credentials
From the Punchout Configuration home, click View Credentials to see all configured customers, their employees, and associated punchout identities. Admins can also export this list as a CSV.
Important Notes
Customers must already exist in Pepper before punchout credentials can be created for them.
The tool does not configure the procurement system. The identity and shared secret will still need to be entered into the procurement provider directly.
UOM and category mappings are optional unless the procurement system requires them or unit/category errors are occurring.
If punchout is still not working after verifying credentials, employee links, and mappings, contact Pepper Support for further assistance.