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      Okta Integration

      Overview

      Connecting Okta with Spendbase gives you centralized visibility into your workforce and the applications connected to your identity provider.

      Why do you need to connect the integration?

      1. Get a complete view of your organization
        Automatically sync first name, last name, email, and last activity for all users in Okta. This removes the need for manual exports.
      2. Track app usage with Okta SSO
        See which applications are linked to Okta and when employees last accessed them. This helps you identify unused accounts or apps that should be deprovisioned.
      3. Manage costs more effectively
        Detect inactive users or applications and reallocate or remove licenses, ensuring your SaaS spend is optimized.
      4. Maintain data accuracy
        By mapping users and their sign-in history, you gain better control over who has access to corporate systems, which supports both compliance and security audits.
      5. Ensure secure access
        Data from Okta is automatically refreshed daily, so your reports and dashboards are always up to date.

      What data do we pull?

      • A unified list of users with names, emails, and avatars
      • Full visibility into apps: which services are accessed via Okta SSO and when they were last used

      Automatic data updates without manual exports

      How does it work?

      • The integration uses Client Credentials authentication (Account name + API Token) rather than OAuth scopes.

      • It is read-only: Spendbase will never make changes in your Okta account.

      • After entering credentials, an initial sync is triggered (may take from a couple of seconds up to ~30 minutes).

      • Data is refreshed automatically (usually daily or at regular intervals) to keep information current.

      Connection steps

        1. Navigate to the Integrations page
        2. Click 'Connect' at the Okta widget
        3. After that, you will see the following pop-up
        4. To find the Account name and API Token, please go to your Admin Okta Account. At the top of the page, you will find the Account name. Please copy and paste it to our platform

         

        In the Security -> API page, navigate to the section "Tokens" and press the button "Create token". We recommend choosing any AP

        After naming the token and choosing API calls, press "Next" and copy the Token Value and paste it into the Spendbase platform for the field "API Token"

        How to verify the sync?

        The widget status will show:
        • Getting data – sync in progress
        • Active – data successfully synced
        • You will also receive an in-app notification once the sync is complete
        • The pulled data will appear on the pages Employee, Applications, and Insights
        • From then on, data will be automatically refreshed once per day

        How to disconnect?

        1. Open the Okta widget
        2. Click Disconnect 
         

         If you run into issues, our support team is here to help:

        • Contact us directly at support@spendbase.co
        • Or reach out via in-app chat for live assistance