Introduction
Okta allows you to provide secure identity management and single sign-on to any application, whether in the cloud, on-premises, or on a mobile device for your employees, partners, and customers.
With Sapling’s integration with Okta, you can:
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Launch Sapling from Okta's single sign-on (SSO) portal
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Sign in to Sapling using Okta credentials/authentication
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Sending user data changes from Sapling to Okta
This article covers the following topics:
Overview
Sapling can provision Okta accounts for new hires. Here is a breakdown of how this happens:
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New Hire data imported into Sapling
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People Operations starts the new hire onboarding process in Sapling
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Sapling provisions the initial account in Okta (sends attributes to Okta)
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IT sets-up up all connected systems of new hire accounts (including G-suite, slack, Jira/confluence, etc)
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IT triggers email invitation to new hire for Okta
*Please note if the invite email is sent immediately, then the Okta account is created immediately.
If an invite email is scheduled, then the Okta account will be created while triggering the invite email.
How It Works
Setting up the Integration
*Important note*
For this walkthrough, we used the Sapling HR app. When enabling the integration, search for Sapling App and use that option. This will ensure you can successfully enable the integration.
Data Flow Overview
Integration Fields
When a Sapling Admin completes the onboarding flow, the new hire account is set up by Sapling with the following attributes:
Sapling Field Name |
Okta Field Name |
---|---|
First Name |
firstName |
Last Name |
lastName |
Company Email or Personal Email |
|
Personal Email |
secondEmail |
Title |
Title |
Preferred Name + Last Name OR First Name + Last Name |
displayName |
Preferred Name |
nickName |
Home Phone Number |
primaryPhone |
Company Email or Personal Email |
login |
Mobile Phone Number |
mobilePhone |
Employment Status |
userType |
manager_id |
managerId |
Manager First Name + Last Name |
manager |
Home Address Line 1 + Home Address Line 2 |
streetAddress |
Home Address City |
city |
Home Address State |
state |
Home Address Zip |
zipCode |
Sapling Field Name |
Okta Field Name |
Notes |
---|---|---|
Division |
division |
If company department value is Division |
Sapling Field Name |
Okta Field Name |
Notes |
---|---|---|
Department |
department |
If company department value is Department |
💡 Looking to do more?
- Reach out to your Account Manager to know more about custom field mapping (Sapling<>Okta)
- Check out our API
- Check out our Customer Success Stories
- Okta Status Page
FAQs
- Can two Okta instances for two different companies hook up to one Sapling instance?
- No, we only support connecting to one Okta instance.
- Sapling is matched to Okta profiles so that changes in Sapling moving forward will sync over to Okta. We do not do any instant data changes.
- Currently, we do not de-provision users' accounts in Okta.
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