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Ironclad

The Ironclad integration connects Harmony with Ironclad, the contract lifecycle management (CLM) platform. Once connected, your support team can access and reference contract data directly within Harmony - reducing context switching when handling contract-related inquiries and keeping your team focused on resolving issues faster.

Prerequisites

Before setting up the integration, make sure you have:

  • An active Ironclad account with the necessary permissions to authorize third-party connections

  • Access to the Integrations section in your Harmony settings

Connecting Ironclad to Harmony

To set up the Ironclad integration:

  1. In Harmony, navigate to Settings and open the Integrations section.

  2. Locate Ironclad in the list of available integrations.

  3. Click Connect and follow the prompts to authorize Harmony to access your Ironclad account.

  4. Once authorization is complete, the integration status will update to show that Ironclad is connected.

After the connection is established, contract data from Ironclad becomes accessible to your support team directly within Harmony.

What Your Team Can Do

With the Ironclad integration active, your support team can:

  • Access contract records from Ironclad without leaving Harmony

  • Reference contract details when handling contract-related support inquiries

  • Reduce time spent switching between tools during customer interactions

Disconnecting Ironclad

If you need to remove the integration:

  1. Go to Settings and open the Integrations section.

  2. Find Ironclad in your connected integrations.

  3. Click Disconnect and confirm your choice.

Disconnecting will remove Harmony's access to your Ironclad data. Your data in Ironclad itself will not be affected.

Troubleshooting

If you experience issues connecting or using the Ironclad integration, check the following:

  • Confirm that your Ironclad account credentials are valid and that your account has permission to authorize integrations.

  • Ensure you completed the full authorization flow during setup.

  • If contract data is not appearing as expected, try disconnecting and reconnecting the integration.

If issues persist, contact Harmony Support for assistance.

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