Okta

The Okta app automatically updates your Okta profiles with ChartHop source data. You can configure both Okta profile fields and group memberships. Optionally, you can set the app to create Okta profiles when people are added to ChartHop.

When you install Okta, you'll need to make decisions about how you want to handle Okta profiles, whether you set a default location, and what fields you want to include in your sync.

Obtain Okta API credentials

You will need to obtain API access from Okta before you can install the app. To obtain an Okta API key, follow the steps outlined in their help document here.

Install the Okta app

To install the Okta app, follow the steps below.

1. Select Apps from the settings (gear) menu in the left sidebar.
2. Locate and select the Okta app in the list of available apps.
3. Select Install.
4. Follow the steps outlined in the setup wizard to connect the Okta app to ChartHop.

Run a single, on-demand sync to Okta

Any ChartHop user with sufficient permissions can trigger an on-demand sync to Okta at any time. To sync your data for the first time, or subsequently, on-demand at any time, follow the steps below.

1. Select Apps from the settings (gear) menu in the left sidebar.
2. Locate and select the Okta app in the list of available apps.
3. At the top of the page, select Run one-time sync.
4. Select Run sync to perform the sync.

Export dry runs

Any ChartHop user with sufficient permissions can trigger a test integration between Okta and ChartHop at any time.

1. Select Apps from the settings (gear) menu in the left sidebar.
2. Locate and select the Okta app in the list of available apps.
3. At the top of the page, select Run one-time sync.
4. Select Export dry run to test the integration.
5. When the integration is complete, select Download to recieve the test results file.

Create sync groups

You can create and populate Okta groups from the app config page by following the steps below.

1. Select Apps from the settings (gear) menu in the left sidebar.
2. Locate and select the Okta app in the list of available apps.
3. Under the Advanced Settings section, select Edit.
4. Under the Sync Groups section, select + Add group.
5. Enter a name for the group in the Group Name field.
6. Enter a corresponding Carrot query in the Include People Matching field, or use the filter controls to the left.
7. Select test to confirm your query. It should open the Data Sheet in a new tab with your query applied.
8. Select Save at the bottom of the page.

Create sync profile fields

For each custom Okta profile field, you may define a ChartHop field or expression to be synced. To do this, follow the steps below.

1. Select Apps from the settings (gear) menu in the left sidebar.
2. Locate and select the Okta app in the list of available apps.
3. Under the Advanced Settings section, select Edit.
4. Under the Sync Profile Fields section, select + Add field.
5. Enter the name of a custom Okta profile field that you wish to populate with data.
6. Enter the corresponding query or field that you wish to copy from ChartHop.
7. Select Save at the bottom of the page