Connecting Ironclad

After this article...

You'll be able to connect the Ironclad integration to Lumos and resolve common connection issues.

Required plan & roles

Your Ironclad subscription must include the API package to connect the integration.

Your Ironclad user must belong to a group with API Management and Users and Groups Administration permissions to create the API token needed for the integration. The API Management access can be removed once the API token has been created.

Restricting access to the integration user

Ironclad’s access tokens inherit the permissions of the users that create them.

If you want to restrict the access that your API key has to your Ironclad contract data, you can create the Ironclad API token for Lumos using a service account, then downgrade the Ironclad user's access before connecting the integration.

More info on how to restrict access to contract workflows in Ironclad can be found here.

Instructions

In Ironclad

1. Log in to Ironclad.

2. On the Ironclad homepage, find the Company Name listed in the top left of the screen. You'll use this for the Instance Name value in Lumos.

3. Navigate to the top right of the page, click on your name, then go to Company Settings > API > Access Tokens.

4. Generate an Access Token and save it temporarily on your desktop. You'll use this for the Access Token in Lumos.

In Lumos

1. Find the Ironclad card in your Lumos integrations (Reconnect or add new)

2. Choose the version you want to connect, Sandbox or Production.

3. Enter your Ironclad Company Name in the Instance Name field.

4. Paste your Ironclad access token in the Access Token field.

5. Click Connect Ironclad.