Ironclad Setup Guide

Prerequisites

• An active Ironclad account
• Security and Data Pro API add-on enabled on your instance
• To sync your groups, users, and workflow data from Ironclad, the Ironclad account used by Matia must have Admin permissions.

Setup Guide

Step 1: Find base URL

1. In your Ironclad environment, find the base URL in your dashboard and make a note of it. For example, if the URL is https://prod.ironcladapp.com/dashboard/abcdefghijk, then the base URL is prod.ironcladapp.com.

Step 2: Create and configure a dedicated client app

1. On Ironclad platform go to Settings -> Company Settings -> API -> Create an app.
2. Add the following scope:

   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

3. Add the following redirect URI in the Redirect URIs field:

   https://oauth.matia.io/integrations/ironclad/callback

4. Generate client ID and secret keys. Take a note of them since you’ll need them to connect Ironclad on Matia.

Step 3: Complete Configuration in Matia

1. Enter the Base URL, Client ID and Client Secret you saved.
2. Click Authorize and approve the connection.
3. Enter an Asset Name.
4. (Optional) Enter a Description.
5. (Optional) Assign Tags.
6. Select an Owner.
7. Verify that your Ironclad account is successfully connected by clicking on Test Connection.
8. Click Connect.

Supported Streams

• Record (Full Refresh)
• Workflow (Full Refresh, Incremental)
• Workflow Schema (Full Refresh)
• Groups (Full Refresh)
• Schema (Full Refresh)
• Users (Full Refresh)