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Import Employees and Data from Okta

Pingboard's Okta integration can sync employee profiles and data from Okta to Pingboard. Adding or removing users in Okta adds or removes them from Pingboard and keeps synced fields up-to-date.

Note: Making big changes to your data in Pingboard? Consider downloading an Everything Report before completing your setup. That report will serve as your account backup to revert to in case of any mapping accidents or surprises in your sync.

Get started by confirming your settings in Pingboard:

  1. If you haven't set up SSO with Okta already, follow the steps in this guide first.
  2. On the Okta integration page in Pingboard (Settings > Add-Ons > Okta), select the checkbox marked "Enable user provisioning from Okta", then copy the token that appears underneath the checkbox.

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Sign in to your Okta Admin panel to continue:

  1. In Okta, navigate to the Provisioning section of the Pingboard app and select Configure API Integration, then enable Enable API Integration.
  2. Paste the token from Pingboard into the "OAuth Bearer Token" field, use the Test API Credentials – once your token is confirmed to ensure everything is working correctly, then select Save.

    paste_token.png
  3. After saving, you'll be redirected to the Provisioning section of the Pingboard Okta App – use the Edit button to make changes.

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    • Create Users creates new Pingboard profiles for any person assigned to the Pingboard app in Okta.

    • Deactivate Users automatically deletes synced employee profiles from Pingboard when they are unassigned from the Pingboard app in Okta or deleted from your Okta account.

    • Update User Attributes automatically overwrites synced field data in Pingboard when those fields are updated in Okta – this will overwrite any manual edits made in Pingboard, so we highly suggest turning off employee editing for synced fields if you choose this option.
  4. If you enable Update User Attributes, check to make sure Okta is sending the right data to the right fields by selecting the Go To Profile Editor button under Pingboard Attribute Mappings, then choosing Map Attributes.

    In the mapping editor, select Okta to Pingboard to view the data Okta is sending to Pingboard. Most fields should be mapped correctly by default, but if anything looks incorrect, use the drop-down menus to change field mappings and choose how a field will be updated (write on user create only, overwrite on update, or do not map).


    okta___pingboard_mapping.gif

    Remember to hit Save Mappings when you're finished.

 

Once the integration is set up, you can automatically send invites to Pingboard when new profiles are synced from Okta by enabling "Send invite when someone is added" on the Okta Settings page in Pingboard.

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Still need help? Let us know.