How can we help?

Zip integration

Ayala Bar-Emet
Ayala Bar-Emet
  • Updated
Easily synchronize all your signed contracts with Torii by configuring the Zip integration. Access renewal dates and contract specifics alongside user, usage, and expense information seamlessly. Utilize this comprehensive dataset for effective renewal management and cost optimization.

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

  1. 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.
  2. 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.
  3. 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.
  4. 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:

  1. Generate an API key in Zip admin console.
  2. Go to the Integrations page and select the Zip tile under Contract Management Software.
  3. Enter your API key
  4. 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.Screenshot 2024-03-21 at 12.54.45.png
  5. Click "Continue"
  6. Torii will perform a connection test to make sure the credentials and category filter are valid.
  7. Click "Sync"
  8. The initial sync can take about 10-15 minutes.
  9. 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.
mceclip2.png

 

 

Q&A

Q: Does the integration allow mapping Zip fields to custom contract fields in Torii?

A: Currently not.  Only Torii fields can be mapped to Zip fields.

 

Q: Does the integration fetch users and usage?

A: Currently not.  The Zip integration only fetches contracts.

 

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request