Integrate with Okta.

Import and automatically build traditional org charts from your Okta accounts and contacts.  

 

API user permissions to generate tokens

• Super Administrators, Organization Administrators, and Group Administrators can create tokens
• When users' permissions change, so do the tokens that they can create 

Please note: If people are removed from the HR system or Directory system that is the source of the integration then they will no longer appear in the chart that is created / updated. However they will remain in the Talent Pool. The people will then need to be removed manually from the Talent Pool using the Cleanup Tool which can be run manually to identify all people who are in the Talent Pool under unassigned section to find the people who are no longer in any of the charts and can then be deleted in bulk.

You must be an Administrator on Organimi to use the integration feature.

Organimi checks for changes in org charts every 4 hours to keep the charts up to date. User can manually run the integrations anytime by clicking "Run Integrations" from the settings.

 

Organimi does the following:

• Extracts default fields from Okta to build the chart. Okta Custom fields are not yet supported
• Imports all users (Active, Staged, and Provisioned) from the Okta directory to integrate with Okta

Okta integration supports chart and roster but not photo integration, as Okta does not yet have photo support; therefore, Organimi cannot import photos from Okta. However, after completing the integration, you can import photos to Organimi's Talent Pool from a zip file or set them up one by one.

1. From your dashboard, select Integrations.
2. Click the Okta integration tile. 
3. Click Get Started.                

 Log in to your Okta account

Click these links to:

• Review Okta documentation on setting up an API token
• Find your Okta domain name

1. Log in to the Administration portal in Okta.

2. Click the down arrow next to Security.  

3. Select API.     

       4. Select the Tokens tab.

       5. Click Create token. 

        

      6. This is a one-time token, so copy or store the token value securely, as you must paste it into                 the Organimi integration setup screen.       

     7. Click Ok, got it. 

    8. Check that the token has been created in your list of API Tokens. 

         

Note:

• If you are a Super Administrator, the API Token is created with extensive access permissions by default. You do not need all of these permissions for the Organimi integration, so you can pare down the access permissions on the API token if you like. 
• The only access permissions needed for Organimi integrations are:
  • • TBD 1
    • TBD 2
    • TBD 3
    • TBD 4

Find your Okta domain

1. In the upper right corner of your screen, next to your name, click the down arrow.
2. Copy the domain to your clipboard.           

Go back to Organimi

1. On the Setup Okta Credentials screen, in the:
   • API Token field, paste the token value
   • Okta Domain field, paste the domain name         
2. Click Connect. Organimi validates the API Key and connects you to your Okta account.
3. Review the Total Users Found line to ensure it is correct.               

4. Select required exclusions from the filters screen. Enable Auto-build options to automatically build departments.

         

   5. Select fields to be imported from Okta. The first section specifies mandatory fields for import. 

       

   6. Scroll down to the field mapping section. Match required fields.

   7. Click Submit.       

         

The integrated chart appears.

         

To keep your chart in sync with changes you make in Okta, edit the integration settings.

Organimi Connect periodically checks the API for updates and automatically updates the chart.   

     

Selective Sync

The synced integrated charts are in sync with the source data which keeps the charts up-to-date.

• The fields mapped during the last step (synced fields) of the integration setup cannot be edited while the sync is enabled. These fields are locked represented by a lock icon in the Update Role Dialog.
• All the other fields can be edited

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• Integrate with BambooHR.

Having trouble? Contact us at [e-mail].