Concord

Concord is a contract lifecycle management (CLM) platform that helps teams create, negotiate, sign, and manage agreements in one place. It centralizes contract data across organizations, making it easier to track obligations, deadlines, and counterparties.

Connecting Concord to Coupler.io lets you pull contract data into your reporting and analytics tools without manual exports. Here's why teams do it:

• Track agreement status across your entire contract portfolio in Google Sheets, Excel, or Looker Studio
• Combine contract data with financial records using Join or Append transformations
• Feed contract insights into AI tools like ChatGPT, Claude, or Gemini for summaries and risk analysis
• Automate reporting so stakeholders always have up-to-date data without chasing exports

Prerequisites

Before connecting, make sure you have:

• An active Concord account with API access enabled
• A Concord API key (available in your account settings)
• Sufficient permissions to read the entities you want to sync (agreements, members, reports, etc.)

Quick start

Start with the Agreements entity — it's the core of Concord and gives you the most actionable data right away.

How to connect

1

Create a new data flow in Coupler.io. Go to your Coupler.io dashboard and click Add data flow. Search for and select Concord as your source.

2

Enter your Concord API key. In the source settings, paste your Concord API key into the authentication field. You can find this key in your Concord account under Settings > API.

3

Select an entity. Choose the entity you want to import — for example, Agreements, Organization members, or Reports.

4

Choose a destination. Pick where you want your data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT or Claude.

5

Run your data flow. Click Run to execute a manual sync. Once it completes successfully, your Concord data will appear in your chosen destination.

Available entities

Entity	Description
Agreements	Contract agreements, terms, status, and details
Organizations	Organization details and settings
Organization members	Members and their access permissions
User organizations	User associations with organizations and roles
Folders	Folder structure for contract organization
Reports	Contract and business reports with analytics
Tags	Tags used to categorize and organize contracts