Overview
The Zip integration fetches contracts from Zip and syncs them into Torii. You can sync from completed Zip requests (default) or from Zip agreements.
Contract integrations are available for customers on the Torii Enterprise plan.
Data
- On the first sync, Torii fetches contracts from the last 36 months: completed requests, or non-draft agreements if you sync from Agreements. Use the category filter to fetch only software contracts (see below).
- Torii maps Zip contract fields to Torii contract fields. See detailed table below. When "Fetch documents" is set to Yes (default), all attached files of the request or agreement are synced as documents to the created contracts.
- Each contract is matched with an app using Torii AI. Contracts that are not associated with any app are created as unmatched and can be manually matched to apps from the Renewals/Contracts table.
- Torii will look for attached documents and parse them to extract contract line items. By default, Torii searches for the document marked as Agreement. Parsing occurs only if Contract magic auto-fill is enabled in Settings.
- When "Sync contract updates" is set to Yes (default), the daily sync also updates existing contracts with changes made in Zip. Fields you or a workflow edited in Torii are never overridden. When set to No, Torii only creates new contracts and never updates existing ones.
Required API key permissions
The Zip API key needs read access to these objects. If one is missing, the connection test may pass but the first sync fails with an "insufficient permissions" error.
| Zip object | Endpoints Torii calls | When needed |
|---|---|---|
| Requests |
GET /requests, GET /requests/{id}
|
Sync contracts from "Requests" (default) |
| Vendors | GET /vendors/{id} |
Sync contracts from "Requests" (default) |
| Agreements | GET /agreements |
Sync contracts from "Agreements" |
| Documents / Attachments | GET /documents/{id} |
"Fetch documents" is set to Yes (default) |
Torii only reads from Zip. A read-only API key is enough.
How to connect Zip integration to Torii
To connect Zip to Torii, follow the below steps:
- Generate an API key in Zip admin console, with the permissions listed in Required API key permissions.
- Go to the Integrations page and select the Zip tile under Contract Management Software.
- Enter your API key
- In "Sync contracts from", choose Requests (default) or Agreements.
- In "Categories", enter the Zip categories you'd like to fetch contracts from (type a name and press Enter; you can add more than one). The "Software" category is added by default. Names must match the category name in Zip (not case sensitive). If you leave it empty, all contracts are fetched, so we recommend setting it.
- In "Sync contract updates", choose whether existing contracts should be updated when they change in Zip (default: Yes).
-
Decide whether you want to fetch attached documents (like order forms,
NDAs, etc.) for each Zip request so they can be added to your contracts
in Torii. If you choose "No," only the contract data will sync, and the
attached documents won't be included.
- Click "Continue"
-
Torii will perform a connection test to make sure the API key works and that recent contracts match your categories. Categories are rare in Zip, so the test may warn that no recent contracts match even when the category is correct. You can still connect.
- Click "Sync"
- The initial sync can take about 10-15 minutes.
- View the newly created contracts in Torii. When some of the contracts are not matched to apps, they will be tagged as Unmatched and and you'll be able to manually match them to their respective apps.
How to update the category filter
If, after the integration is connected, you wish to update the category filter and re-sync contracts, you can use the "Reconnect" action from the integration card action menu. Please note that contracts previously fetched will not be deleted as part of the reconnection. It is recommended to manually delete all contracts with a "Zip" contract source before reconnecting.
How to disconnect
In order to disconnect, simply select "Disconnect" from the integration card action menu. Please note that contracts already fetched will not be automatically deleted as part of the disconnect action. If you want to remove them, please manually delete them from the Contracts table.
Field mapping
| Torii field | Zip field: Requests | Zip field: Agreements |
|---|---|---|
| Contract name | name | name |
| Start date | price_detail.start_date (or the first line item start date) | start_date |
| End date | price_detail.end_date (or the first line item end date) | end_date |
| Contract value | price_detail.total | amount |
| Contract currency | price_detail.currency | currency |
| Yearly cost | Calculated: contract value / contract duration in years | Calculated: contract value / contract duration in years |
| Contract owner | requester | agreement_owner |
| Status | Calculated from start and end dates | Calculated from start and end dates |
| Vendor | vendor.name | vendor.name |
| Auto-renewal | Not synced | auto_renews ("Yes" / "No") |
| Cancellation notice period (days) | Calculated: end date minus price_detail.renewal_date | Calculated: end date minus renewal_date |
| Cancellation deadline | Calculated: end date minus cancellation notice period | Calculated: end date minus cancellation notice period |
| Documents | Request attachments | Agreement attachments |
Custom configuration
Want to fetch extra fields from Zip or tweak the default field mapping? No worries! We can handle this with a custom backend configuration. Just reach out to our support team with all the details, and we'll get it set up for you.
Integration Capabilities
You can always be updated with application information from our
Integrations Page >>
Integration Capabilities button
>>Integration Capabilities table.
Q&A
Q: Does the integration allow mapping Zip fields to custom contract fields in Torii?
A: Yes, but this requires custom configuration that can only be done by our support team. Please reach out to support with the details of your request and they will configure it for you.
Q: Does the integration fetch users and usage?
A: Currently not. The Zip integration only fetches contracts.
Q: What should I enter in the "Account Name" field?
A: The Account Name field lets you connect multiple Zip accounts to Torii. The value can be anything you choose — it is only used to distinguish between your connected accounts. Make sure to use a unique Account Name for each account: connecting a different account with an Account Name that is already in use will overwrite the existing account's data, so choosing distinct names is your responsibility.