Ironclad, Salesforce, Box, Coupa, and Hyland

Contracts AI connects to Ironclad, Salesforce, Box, Coupa, and Hyland OnBase to import contracts or invoices. Each has a dedicated setup panel and flow.

Step-by-step setup

For detailed steps that match the app panels, see:

• Ironclad – OAuth app in Ironclad (Client ID/Secret, scopes); optional webhooks and field mapping.
• Salesforce – Connect Salesforce account via OAuth; sync contracts.
• Box – Add redirect URI to Box app; Client ID/Secret; connect and sync files.
• Coupa – Instance URL and API key; save and test connection; sync invoices.
• Hyland OnBase – OAuth URLs, API base URL, Client ID/Secret; save config, connect, and sync supplier invoices.

Summary

• Ironclad: Create app in Ironclad, add scopes, enter Client ID/Secret and region; connect. Optional: enable automatic sync (webhooks) and use Field Mapping.
• Salesforce: Connect account, then Sync Contracts.
• Box: Configure redirect URI and credentials, connect, then Sync Files.
• Coupa: Enter instance URL and API key, Save & Test Connection, then Sync Invoices.
• Hyland: Enter server URLs and client credentials, save configuration, connect, then sync documents.

After connection, use the Sync button in each panel to import or refresh data. Use Disconnect to remove the connection; already-imported data remains in the app.