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Okta Integration

Written by Efrat Barak Zadok

Why Integrate with Okta

Integrating Shapes with Okta allows you to automatically provision and deprovision Okta accounts.

  • Whenever an employee is added to Shapes, they will automatically be created in your Okta account

  • Whenever an employee's data is updated in Shapes, the data will automatically be updated in your Okta account

  • Whenever an employee is terminated in Shapes, they will be automatically deactivated in your Okta account

How to Set Up the Integration

All Super Admins can integrate in 3 simple steps.

  1. Enter Shapes' Account Settings > Okta.

    Shapes Account Settings page with the Okta option highlighted

  2. Click Connect and open the fields for the Okta domain and secret key.

    Okta domain and secret key fields in Shapes

  3. Connect to Okta. Log in to your Okta account and click your username in the top right. Your Okta domain appears underneath your email address — copy and paste it into the corresponding field in Shapes.

    Okta user menu showing the account domain beneath the email address

    You'll also be asked for an API token. To create this, in your Okta account visit Security > API > Tokens and hit Create Token.

    Okta Security > API > Tokens page with Create Token button

    Paste the created token into Shapes, then hit Save — Shapes will connect to Okta.

What Data from Shapes Is Automatically Synced to Okta?

Shapes Field Name

Okta Field Name

Email address

Username

First name

First name

Last name

Last name

Email address

Primary Email

Job

Title

Phone number

Mobile Phone

Team

Department

Office

Office

Important to note: The Okta API is based on the permissions of the user permission level in Okta. If the user cannot see specific data, none of this data will be imported to Okta.

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