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.

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.

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.

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

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.

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.

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.

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.