Easily synchronize all your signed contracts with Torii by configuring the Ironclad 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 Ironclad integration fetches contract records and syncs them into Torii.
Contract integrations are available for customers on the Torii Enterprise plan.
Data
Torii syncs contract records with an agreement date from the last 36 months. To ensure only software contracts are fetched, a record type filter is applied upon connection.
- Torii maps Ironclad contract fields to Torii contract fields. All attached files are synced as attached documents to the created contracts. See detailed table below.
- 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 Ironclad integration to Torii
To connect Ironclad to Torii, follow the below steps:
- Create a OAuth app in Ironclad. Learn how in Ironclad documentation
- Grant types: Make sure to check Client Credentials and uncheck Authorization Code.
- Add the following required scopes:
- public.records.readRecords
- public.workflows.readParticipants
- public.records.readAttachments
- public.workflows.readWorkflows
- Go to the Integrations page and select the Ironclad tile under Contract Management Software.
- Paste the Client ID and Client secret
- Enter an admin user email. It can be any Ironclad admin user that has the permission scopes mentioned above.
- Enter the Ironclad record types you'd like to fetch. This field is mandatory in order to make sure only relevant contracts are fetched. The record types need to be entered with no spaces and separated by comma. For example, to fetch records of type Software Subscription Agreement enter softwareSubscriptionAgreement in the Record types field.
- Decide whether you want to fetch attached documents (like order forms, NDAs, etc.) for each Ironclad record 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 credentials and record type 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 you'll be able to manually match them to their respective apps.
How to update the Record type filter
If, after the integration is connected, you wish to update the Record type 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 "Ironclad" 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 | Ironclad API Field |
Contract name | Name |
Start date | Agreement Effective Date |
End date | Agreement Expiration Date |
Contract value | Total Contract Value |
Contract currency | Total Contract Value Currency |
Yearly cost | Automatically calculated as: Contract value / contract duration in years |
Contract owner | Workflow Owner |
Status | Automatically calculated based on start and end dates. |
Vendor | Counterparty Name |
Auto-Renewal | Not fetched - can be mapped via a custom configuration |
Cancellation notice period (days) | Not fetched - can be mapped via a custom configuration |
Cancellation deadline | Not fetched - can be mapped via a custom configuration |
Documents | Attachments |
Custom configuration
Want to fetch extra fields from Ironclad 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 Ironclad 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 Ironclad integration only fetches contracts.