23min

Okta

This app will automatically update 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 hired into ChartHop.

Installing Okta in ChartHop

You'll first need to install the Okta app in ChartHop. To install the Okta app, follow the steps below.

  1. Navigate to Apps and Integrations in ChartHop.
  2. Find Okta in the list of available apps.
  3. Click Install on the far right-hand side of the table.

Obtaining API credentials

To get started, you will need to obtain API access from Okta. You'll need to obtain an API key by following the steps outlined in their help document here.

Once you've received the necessary information from Okta, do not share this information with anyone outside of your organization.

You can input your credentials in the fields below.

Field

Details

Okta Domain

This is the domain your company uses for Okta, for example yourcompany.okta.com.

API Token

This is the API token you received above.

After entering the above information, click Authorize App, and follow the instructions. You must be an Okta administrator to do this.

Syncing groups

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

  1. Navigate to the Okta app.
  2. Locate Sync Groups.
  3. Click Add Group.
  4. Give the group a name in the Group Name field.
  5. Enter a corresponding Carrot query in the Include People Matching field, or use the filter controls to the left.
  6. Click test to confirm your query worked. It should open the Data Sheet in a new tab with your query applied.
  7. Repeat steps 3-6 as many times as needed.
  8. Click "Save Settings" at the bottom of the page.

Syncing profile fields

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

  1. Navigate to the Okta app.
  2. Locate Sync Profile Fields.
  3. Click Add Field.
  4. Enter the name of a custom Okta Profile Field that you wish to populate with data.
  5. Enter the corresponding query or field that you wish to copy from ChartHop.
  6. Repeat steps 3-5 as many times as needed.
  7. Click Save Settings at the bottom of the page.

Additional settings

Field

Details

Enable Live Sync

With this option enabled, changes will be immediately synced to Okta.

Resync All Daily

With this option enabled, the sync will re-run on a daily basis, regardless of changes.

Create Profiles

With this option enabled, new profiles will be added to Okta as soon as they are created in ChartHop.

Remote Location As Default

With this option enabled, blank location values will be interpreted as remote.

Sync New Hires

With this option enabled, new hires will be synced to Okta before their start date. With the option disabled, new hires will only begin syncing on their start date.

Send Notification Emails To

These users will be emailed every time a sync occurs with a summary of the changes.

Notification Chat Channel

With this option enabled, updates will be sent to a public or private chat channel based on a webhook.

Running 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. Navigate to the Okta app.
  2. Scroll down to the bottom of the page, and select Resync All Now.
  3. Optionally, you can select Dry Run to test the integration.

Exporting Data

You can export all the users in your Okta instance by following the steps below. This could be prudent if you need to import your Okta users to ChartHop before setting up the sync.

  1. Navigate to the Okta app.
  2. Scroll down to the bottom of the page, and select Resync All Now.



Updated 04 May 2022
Did this page help?
Yes
No