Overview
The Zip integration fetches contracts from completed Zip requests and syncs them into Torii.
Contract integrations are available for customers on the Torii Enterprise plan.
Data
- Torii syncs contracts from completed requests from the last 12 months. To ensure only software contracts are fetched, a category filter is applied upon connection.
- Torii maps Zip contract fields to Torii contract fields. See detailed table below. All attached files are synced as attached 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 only syncs new contracts and does not update existing contracts. This means you can safely make changes to contracts in Torii without them being overridden by the daily sync.
How to connect Zip integration to Torii
To connect Zip to Torii, follow the below steps:
- Generate an API key in Zip admin console.
- Go to the Integrations page and select the Zip tile under Contract Management Software.
- Enter your API key
- Enter the Zip category name from which you'd like to fetch contracts. This field is mandatory in order to make sure only relevant contracts are fetched. The "Software" category is selected by default but you can change it to which ever category you use in Zip.
- 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"
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Torii will perform a connection test to make sure the credentials and category filter are valid.
- 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 API Field |
| Contract name | name |
| Start date | price_detail.start_date |
| End date | price_detail.end_date |
| Contract value | price_detail.total |
| Contract currency | price_detail.currency |
| Yearly cost | automatically calculated as: contract value / contract duration in years |
| Contract owner | requester |
| Status | automatically calculated based on start and end dates. |
| Vendor | vendor.name |
| Auto-Renewal | Calculated based on price_detail.renewal_date. If it's populated then Auto-renewal is set to "Yes". If it is not populated the value would be set to "No". |
| Cancellation notice period (days) | Calculated based on end date and price_detail.renewal_date |
| Cancellation deadline | price_detail.renewal_date |
| Documents | attachments.id |
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 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.