Ironclad Setup Guide Lite

Follow our setup guide to connect Ironclad to Fivetran.

Prerequisites

To connect Ironclad to Fivetran, you need:

• an Ironclad account
• API add-on enabled for your instance

NOTE: If you want to sync your groups, users, and workflow data from Ironclad, the Ironclad account you want Fivetran to use must have Admin permissions.

Setup instructions

Find base URL

1. Open your Ironclad dashboard.
2. Find the base URL in your dashboard URL and make a note of it. For example, if the URL is https://demo.ironcladapp.com/dashboard/1234567891011abcdefghijk, then the base URL is demo.ironcladapp.com. You will need it to configure Fivetran.

Create client app

1. On the Ironclad dashboard, click your user profile dropdown and then select Company Settings.

2. On the left navigation menu, click API.

3. On the Apps page, click Create new app.

4. Enter the App Name and then click Create app.

5. Make a note of the Client ID and Client Secret. You will need them to configure Fivetran.

6. Click Continue.

7. Enter the Description of the client application.

8. In the Grant types section, select Authorization Code.

9. In the Redirect URIs field, enter https://fivetran.com/integrations/ironclad/oauth2/return.

10. In the Scopes section, add the following scopes:

    • public.export.createReports
    • public.export.readReports
    • public.records.readRecords
    • public.records.readSchemas
    • public.workflows.readApprovals
    • public.workflows.readParticipants
    • public.workflows.readSchemas
    • public.workflows.readSignatures
    • public.workflows.readWorkflows
    • scim.groups.readGroups
    • scim.schemas.readSchemas
    • scim.users.readUsers

11. Click Save Changes.

Finish Fivetran configuration

1. In the connection setup form, enter your Destination schema name.
2. Enter the Base URL you found.
3. Enter the Client ID and Client secret you found.
4. Click Authorize to allow Fivetran to access your Ironclad account using OAuth. You will be redirected to your Ironclad account to authorize Fivetran's access.
5. Log in to your Ironclad account. Once you have finished, you will be redirected back to Fivetran.
6. (Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
7. Click Save & Test. Fivetran will take it from here and sync your Ironclad data.

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