Contracts AI can import and sync contracts from your Ironclad instance. The Ironclad connection setup is in Admin → Integrations tab → Ironclad. After connection, you can use Field Mapping to map Ironclad fields to Contracts AI.

How to set up the Ironclad OAuth app

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 following scopes:
   • 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.createSmartImportRecords – Import existing contracts via Ironclad Smart Import
   • public.records.readAttachments – Download contract documents for analysis
   • public.records.createAttachments – Upload processed documents back to Ironclad
   • public.records.readSchemas – Read record schemas to map fields correctly
   • public.records.applyContractAction – Trigger workflow actions on contracts
   • public.webhooks.createWebhooks – Register webhooks for automatic contract syncing
   • public.webhooks.readWebhooks – Check existing webhooks to avoid duplicates
   • public.webhooks.updateWebhooks – Update webhook endpoints when reconnecting
   • public.webhooks.deleteWebhooks – Clean up webhooks when disconnecting
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.
5. When connection succeeds, the panel shows Ironclad connected successfully!

Please note that connecting to your Ironclad instance doesn't automatically fetch contracts. So, it is safe to test your connection first before allowing data to flow from Ironclad into ContractsAI

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

• Use Import Contracts (and optionally Max contracts limit or Record Types) to pull contracts from Ironclad into ContractsAI.

Pushing data back to Ironclad

Users with the right permissions can push the enhanced metadata from ContractsAI into Ironclad.

Setting up Field Mapping

The field mappings between the fields in ContractsAI and your Ironclad instance needs to be setup using the following steps before data can be written back to Ironclad.

1. Go to the Ironclad connection settings Admin → Integrations tab → Ironclad. Setup Ironclad connection using the steps above if needed.
2. Go to the Field Mapping section by clicking on the Field Mapping tab.
3. Select a record type from the dropdown and click on Load Field Suggestions button. This loads the list of fields available in your Ironclad instance.
4. (Optional) Click on the "Suggest with AI" button at the bottom to have our AI engine review the available fields and propose field mappings
5. Create mappings between ContractsAI fields and Ironclad fields by clicking on the Add Mapping link
6. Click on the Save Mappings button to save

Pushing data back to Ironclad

Setup the field mapping using the steps above if necessary

1. Open any contract where you wish you push the data back to Ironclad.
2. If the contract was originally imported from Ironclad, you will see a Sync to Ironclad icon

Note: you need the sync to source permission to be able to view the Sync to Ironclad icon

3. You can click on the icon to push the data into Ironclad for the corresponding record

Terminating Ironclad Connection

• Click on the Disconnect to remove the Ironclad connection. Already-imported contracts remain in the ContractsAI app.