When you set up SCIM user provisioning for your Apollo account, you can streamline the way you manage users between Okta and Apollo.
Supported Provisioning Features
The Okta/Apollo.io SAML integration currently supports the following provisioning features:
- Create users: Assign Okta users to Apollo.io and automatically add them as users in your Apollo account
- Update users: Automatically push user updates made in Okta to Apollo
- Deactivate users: Remove and deactivate Apollo.io users in Okta and automatically reflect the deletion in your Apollo account
Please note, if you need to change or edit a user's primary email address, you must unassign the user from Apollo first and then re-assign them to the Apollo.io app in Okta with the updated email. For more information on how to assign users, refer to the Assign Users in Okta article.
For more information about how to add or update users in Okta, hop into the Manage Users Guide in the Okta Knowledge Base. Refer to the Deactive User Account Section if you want to deactivate or delete user accounts in Okta.
Follow the steps below if you want Apollo to automatically reflect the changes for your Apollo users any time you create, update, or deactivate users in Okta.
Please note, before you configure SCIM user provisioning in Okta, you need to follow the steps in the Set Up Single Sign-On for Your Apollo Account article first.
Configure SCIM User Provisioning
Please note, you must be an admin in both Okta and Apollo to follow the steps below. If you want to configure SCIM user provisioning for your team but do not have admin rights, please contact an admin user.
Launch Apollo and click the Integrations icon.
Scroll to Single Sign-On and click View.
Make sure you have selected Okta as your identity provider.
Scroll to the User Auto Provisioning section and click the Copy icon in the SCIM token field.
Launch Okta, click Applications, and click on Apollo.io.
Haven't added Apollo.io as an app in Okta yet? Follow the steps in the Create a SAML integration in Okta article first. Then jump back in here when you're all set and ready to continue with the SCIM user provisioning setup.
Click the Provisioning tab. Then, click the Enable API integration checkbox.
Click Test API Credentials to verify Apollo.io and then click Save.
Click the To App tab on the left and click Edit.
Click the Enable checkboxes next to the Create Users, Update User Attributes, and Deactivate Users options. Then, click Save
You have now successfully set up user provisioning in Okta for your Apollo account.
Running into trouble with the integration? Hop into the Why Are the Users I Assign in Okta Not Created in Apollo? FAQ for more info.