# SharePoint contract management integration Source: https://contracko.com/integrations/sharepoint + # SharePoint contract management integration Monitor any SharePoint library and ingest contracts the moment they land. Connect Contracko via Zapier and turn your SharePoint storage into a structured contract repository with AI extraction, renewal tracking, and full audit history. Source library, file owner, and upload timestamp are preserved as metadata. [Start 7-day free trial](https://app.contracko.com/register) Book demo Setup in 5 minutes. No code necessary. > SharePoint handles the storage. Contracko handles everything after. SharePoint is where enterprise legal teams centralise contracts: a document library with custom metadata columns, version history, and permission groups. It looks like a contract management system. It is not one. The metadata columns need manual entry, the version history does not understand contract lifecycle stages, and there is no renewal alert that fires 60 days before notice. Search works for filenames and typed metadata, not for what is inside the PDF. Contracko watches the librarys your team already uses. We ingest each contract, extract the structured data automatically, and give ops, legal, and finance the visibility SharePoint alone cannot provide. ## How SharePoint + Contracko works ### Trigger: library watch Point Zapier at any SharePoint library. When a new file appears, Zapier fires the trigger within seconds and passes the file to the next step. ### Ingest into Contracko The file (PDF or DOCX) is sent to Contracko and lands in your repository. SharePoint context travels with it as metadata: library path, file owner, and upload timestamp. ### AI reads the contract and indexes it Contracko's AI extracts renewal date, term, parties, value, and key clauses. The structured record sits in Contracko, ready for renewal alerts, portfolio search, and audit reporting. The originating SharePoint library path stays linked so you can jump back to the source file from any contract record. ## Why teams using SharePoint choose Contracko ### [Catch the auto-renewal before it costs you](https://contracko.com/features/expiration-reminder) SharePoint stores the contract. Contracko reads it. Our AI pulls the renewal date and notice period from the PDF and pings the right people (sales, legal, finance, ops) weeks before auto-renewal hits. The first save typically pays for the year. ### [Stay on top of every contract with Clara, your AI assistant](https://contracko.com/features/clara-legal-ai-assistant) Clara is Contracko's AI contract assistant. She's read every contract you've signed. Ask her "which contracts auto-renew next quarter?" and she answers in seconds, with the exact clause she pulled from. ### [No more manual data entry — AI extracts every term](https://contracko.com/features/contract-data-extraction) Every PDF that lands in SharePoint gets read automatically. Contracko's AI extracts parties, value, term, renewal date, liability cap, and governing law into structured fields. The spreadsheet your team maintains by hand becomes redundant from day one. ### [Find any contract in seconds with smart search](https://contracko.com/features/contract-repository) SharePoint search finds file names. Contracko searches inside contracts. Search by counterparty, clause language, value, jurisdiction, or date. "Find all NDAs with mutual confidentiality" returns real answers, not file names. ## Set up in under five minutes No engineering required. Authorise both apps, pick a library to watch, map the file field, and you're live. SharePoint File added Zapier Filters + maps Contracko Ingests + extracts 1. Create a new Zap in Zapier. 2. Set SharePoint as the trigger app and select "SharePoint: New file in library". 3. Select the SharePoint library to watch. 4. Set Contracko as the action app, choose "Ingest contract", map the file field, and turn on the Zap. ## Frequently asked questions Everything you need to know about the SharePoint to Contracko integration. - **Q:** Does Contracko integrate with SharePoint? **A:** Yes. You point a Zap at any SharePoint library, and every new file that lands there is automatically ingested into Contracko for AI extraction and lifecycle tracking. The integration is one-way today: SharePoint to Contracko. Writing structured data back into SharePoint after extraction is on the roadmap, not yet shipped. - **Q:** Do I need a developer to set this up? **A:** No. The Zapier-based setup takes around five minutes and uses SharePoint's standard file triggers. If you want a deeper, code-level integration (e.g. batch backfills), use Contracko's Contract Management API. - **Q:** Where does extracted data end up: back in storage, or only in Contracko? **A:** Today, the structured record lives in Contracko: searchable, auditable, and linked to renewal reminders. The originating SharePoint library path is preserved as metadata so you can jump from any contract record back to the source file. Writing a structured summary back into SharePoint after extraction is on the roadmap (it needs a Contracko Zapier trigger that fires when extraction completes). - **Q:** How is contract data secured during transit? **A:** All payloads between SharePoint, Zapier, and Contracko are encrypted in transit (TLS 1.2+). Contracko applies enterprise-grade encryption at rest and supports SSO, audit logging, and granular role-based access on the receiving side. See our security page for more. - **Q:** Can Contracko backfill contracts already in a SharePoint library? **A:** Zapier triggers only fire on new events. Files already in a library at setup time are not processed automatically. For a one-time backfill, use Contracko's batch upload to import historical contracts in bulk, or export your SharePoint library contents and import them. Renewal dates and key terms are extracted retroactively just like any new ingestion. Third-party app names and logos are trademarks of their respective owners. References are for compatibility only and do not imply endorsement, sponsorship, or affiliation unless stated otherwise. ## Related integrations ### [OneDrive](https://contracko.com/integrations/onedrive) ### [Google Drive](https://contracko.com/integrations/google-drive) ### [HubSpot](https://contracko.com/integrations/hubspot) ## AI-powered SharePoint contract management Automated renewal and deadline reminders. AI-flagged risks, liabilities, and obligations. Zero manual data entry. Contracko ingests every contract from SharePoint and extracts what matters. Free trial, no credit card. [Start 7-day free trial](https://app.contracko.com/register) Book demo