Overview

Prerequisite

To begin the installation, you must be an Okta administrator (Super Admin). If you have someone in your organization who can create Okta SSO connections, they are likely an administrator.

Integration Steps

Step 1. Go to the Okta website; as an admin, you should be able to view the admin button on your top right screen.

Step 2. Clicking the admin will ask you to log in to the Admin console again. We will then land you in the admin console.

Step 3. Select Security -> API from the navigation menu on the left.

Step 4. Switch to the Tokens tab and click on Create a token and give it a name, such as "Spendflo integration."

Step 5. Copy the Token value (this value is required in the following steps)

Step 6. Click on your name in the top right corner and copy the domain (this value is required in the following steps)

Steps to Integrate with Merge 

Step 1. Head to Settings → Management Hub → Integrations → Available Apps to find the Okta app (https://app.spendflo.com/integrations/available-apps) and click Connect.

Step 2. Enter the subdomain that you copied from the Okta profile, and click submit.

Step 3. Read the permissions that Spendflo needs for this integration and click continue.

Step 4. Now, paste the API key/token you copied from Okta and click Save.

Step 5. The connection is complete; you’ll get a confirmation message, and the data will start populating in the Insights section.