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.

Get started by confirming your settings in Pingboard:

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

    Screen_Shot_2017-03-23_at_12.42.57_PM.png

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 click Enable API Integration
  2. Paste the token from Pingboard into the "OAuth Bearer Token" field, then click Test API Credentials – once your token is confirmed, click Save

    paste_token.png

    After you click Save, you'll be redirected to the Provisioning section of the Pingboard Okta App – Click Edit to make changes

  3. Enable Create Users in Okta (this creates profiles in Pingboard when the Pingboard app is assigned to a user in Okta)

    Screen_Shot_2017-03-23_at_12.44.03_PM.png

  4. Enable Deactivate Users to automatically remove employees from Pingboard when they are removed from Okta, then click Save

    Screen_Shot_2017-04-18_at_12.38.30_PM.png

  5. Enable Update User Attributes in Okta to automatically overwrite field data in Pingboard when synced 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

    update.png

    If you enable attribute updating, you can customize your import settings by clicking Go To Profile Editor under Pingboard Attribute Mappings, then selecting Map Attributes.

    In the mapping editor, select Okta to Pingboard to customize field mapping and update options, then 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 click 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.

Screen_Shot_2017-04-18_at_2.57.37_PM.png

Still need help? Let us know.

Was this article helpful?

0 out of 0 found this helpful