Data Overview
Coupler.io pulls data from seven Concord entities. This page breaks down what fields are available in each and how you can use them together.
Entities overview
Agreements
Contract status tracking, renewal monitoring, obligation management
Organizations
Org-level settings and configuration
Organization members
User access audits, team structure
User organizations
Mapping users to their org roles
Folders
Understanding how contracts are structured and categorized
Reports
Pre-built analytics and contract insights from Concord
Tags
Contract categorization and filtering
Agreements
Key fields
Agreement ID
Unique identifier for each contract
Title
Name or subject of the agreement
Status
Current state (e.g., draft, pending, active, expired)
Type
Category of agreement (e.g., NDA, MSA, SOW)
Created date
When the agreement was created
Effective date
When the contract becomes active
Expiration date
When the contract expires
Owner
User responsible for the agreement
Counterparty
External party to the contract
Tags
Labels applied to the agreement
Folder
Folder the agreement is stored in
Organizations
Key fields
Organization ID
Unique identifier for the org
Name
Organization name
Plan
Subscription plan or tier
Created date
When the org was created
Organization members
Key fields
Member ID
Unique identifier for the member
User ID
Associated user account
Role
Member's role within the organization
Status
Active or inactive membership
Joined date
When the user joined the org
User organizations
Key fields
User ID
Identifier of the user
Organization ID
Identifier of the associated organization
Role
User's role in that organization
Folders
Key fields
Folder ID
Unique identifier for the folder
Name
Folder name
Parent folder ID
ID of the parent folder (for nested structures)
Created date
When the folder was created
Tags
Key fields
Tag ID
Unique identifier for the tag
Name
Tag label
Color
Visual color assigned to the tag
Reports
Key fields
Report ID
Unique identifier
Name
Report title
Type
Category of report
Created date
When the report was generated
Data
Report content and metrics
Common field combinations
Agreements + Tags — Join on tag ID to filter and group contracts by category (e.g., vendor, customer, legal)
Agreements + Folders — Join on folder ID to understand how contracts are distributed across your folder hierarchy
Organization members + User organizations — Join on user ID to build a full picture of who has access to what across multiple orgs
Agreements + Reports — Combine raw agreement data with Concord's pre-built report summaries for richer dashboards
Use cases by role
Monitor agreement statuses across the full portfolio to catch contracts approaching expiration
Use the Agreements entity to build a renewal calendar in Google Sheets or Looker Studio
Tag contracts by type or counterparty, then filter in your destination to prioritize reviews
Pull agreement data alongside financial records to match contract obligations with budget items
Use Aggregate transformations to count active agreements by type or counterparty for spend analysis
Track contract creation trends over time using the created date field in Reports
Audit organization members and their roles to ensure access permissions are appropriate
Use the Folders entity to validate that contracts are organized consistently
Feed Agreements data into ChatGPT or Claude to generate contract summaries or flag missing terms
Platform-specific notes
Concord's API is accessed via API key — OAuth is not supported
The Reports entity returns Concord's own pre-built report data, not raw event logs
Nested folder structures are represented via parent folder IDs — you'll need to join the Folders entity to itself to reconstruct the hierarchy
Tag and folder associations are stored on the Agreements entity, making it the natural center for most joins
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