Ironclad integration

Connect Ironclad so Contracts AI can import and sync contracts from your Ironclad instance. Setup is in Admin (or Settings) → Ironclad. After connection, you can use Field Mapping to map Ironclad fields to Contracts AI.

How to set up the Ironclad OAuth app (high level)

1. In Ironclad, go to Company Settings → API and click Create new app. Name it Contracts.ai (or similar).
2. Copy the Client ID and Client Secret from Ironclad and paste them into the app panel. They are only shown once in Ironclad, so save them before leaving.
3. In the Ironclad app settings, set Grant Type to Client Credentials and add the scopes listed in the Contracts AI panel. The panel shows a table of required scopes and why each is needed, for example:
   • public.records.readRecords – Fetch and display your Ironclad contracts
   • public.records.createRecords – Create new contract records in Ironclad
   • public.records.updateRecords – Update contract metadata and fields
   • public.records.readAttachments – Download contract documents for analysis
   • public.records.createAttachments – Upload processed documents back to Ironclad
   • public.webhooks.createWebhooks – Register webhooks for automatic contract syncing (optional; you can add webhook scopes later and reconnect)
   • (Additional scopes are listed in the panel; you can copy each scope from the table.)
4. In the Contracts AI panel, enter Client ID, Client Secret, User Email (the Ironclad user email for context), and Region (e.g. na1). Click Connect (or the equivalent submit button).
5. When connection succeeds, the panel shows Ironclad connected successfully!

Optional: Automatic sync (webhooks)

• If you added the webhook scopes, you can click Enable Automatic Sync in the panel. This registers webhooks so new or updated contracts in Ironclad sync automatically to Contracts AI.
• If you skip webhook scopes at first, you can add them in Ironclad, then reconnect in the app and enable automatic sync later.

Import contracts and field mapping

• Use Import Contracts (and optionally a Max contracts limit) to pull contracts from Ironclad into Contracts AI.
• Open the Field Mapping tab to map Ironclad fields to Contracts AI fields so data is aligned correctly.

After connection

• Use Disconnect to remove the Ironclad connection. Already-imported contracts remain in the app.