This article goes over how to set up contract sync, which writes completed Ironclad contracts back to NetSuite as contract records. Contract metadata populates the fields you map, and the signed document can be attached to the record.
Use Case
A vendor renewal is signed in Ironclad. Contract sync creates a matching contract record in NetSuite and attaches the executed document, so finance can review the terms alongside the vendor record instead of requesting a copy from legal.
Prerequisites
| Features |
Integrations |
| Connected Systems |
NetSuite |
| Permissions |
|
Step 1: Create a contract record type in NetSuite
Contract sync requires a custom Contract record type in NetSuite to store Ironclad contract metadata.
- In NetSuite, navigate to Settings > Set Preferences.
- Under Defaults, enable Show Internal IDs.
- Click Save.
- Navigate to Customization > Lists, Records & Fields > Record Types.
- Click New.
- Enter ironcladcontract as the name.
- (Optional) Under Fields, click New Field to create custom fields that Ironclad contract metadata will populate.
- Click Save.
- Copy and save the Internal ID of the new Custom Record Type. You'll need this ID in Step 3.
Step 2: Grant the integration role access to the record type
The integration role can't write to the contract record type until you give it permission. This is granted here rather than when the role is created, because the record type doesn't exist yet at that point.
- In NetSuite, navigate to Setup > Users/Roles > Manage Roles.
- Click Edit next to the integration role you created in Step 3 of Set Up NetSuite Integration.
- On the Permissions tab, open the Custom Record subtab.
- Add Custom Record: Ironclad Contract (Full).
- Click Save.
Step 3: Configure contract sync in Ironclad
Map the Ironclad contract metadata you want written to NetSuite.
In Ironclad, navigate to Company settings > Integrations > NetSuite.
Click the Contract Sync tab.
Click +Add Contract Configuration.
Select the record type you want to integrate with NetSuite.
Click Edit.
In Custom Record Type Internal ID, enter the Internal ID you copied in Step 1.
Click +Add Attribute to map Ironclad contract metadata to NetSuite fields.
Select the NetSuite field and the corresponding Ironclad attribute.
Repeat for all required attribute mappings. Click Save.
After configuration, completed Ironclad contracts sync to NetSuite using the defined mappings.
Attach signed documents
Contract sync writes contract metadata on its own.
To also upload the signed document and attach it to the NetSuite contract record, the record sync setting must be set to Sync Document on the Settings tab. See Step 7: Configure File Uploads in Ironclad in Set Up NetSuite Integration.
Once a document is signed, Ironclad automatically:
- Uploads the file to the designated NetSuite folder.
- Attaches the file to the corresponding Ironclad Contract record in NetSuite via the RESTlet.