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ERP ⇄ Security and identity

Acumatica to Okta integration — real-time, two-way sync

Keep Acumatica and Okta in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Acumatica and Okta

Keep the employee, group, and account records that Acumatica and Okta share aligned in real time, so a person added, moved, or offboarded in one system shows up correctly in the other within seconds.

An ERP and an identity system describe the same workforce from two angles. Acumatica holds the authoritative record of who works at the company, and often their department, title, manager, and cost center. Okta controls the accounts, groups, and access those same people use every day. When the two aren't connected, every hire, transfer, and departure has to be keyed twice, and the window between someone leaving in Acumatica and their account still being active in Okta is a real security exposure.

Stacksync syncs Vendors, Sales Orders, Invoices, Purchase Orders in Acumatica with Groups, Applications, Group Rules, Factors (Authenticators) in Okta in real time, with field-level mapping and conflict resolution in place of CSV exports and nightly jobs. A new hire, a department change, or a termination propagates within seconds, and where you want changes to flow both ways — the ERP's org data into the directory, account status back into the ERP — the same mapping handles it.

That matters most at offboarding and audit time. When the directory reflects the ERP's current headcount and org structure, disabling access no longer depends on someone remembering to update a second system, and access reviews start from a roster both sides already agree on.

Common use cases

  • 01 Mirror stock items and quantities to external channels so availability stays accurate across systems.
  • 02 Replicate journal transactions and financial data into a SQL database for reporting and consolidation.
  • 03 Read Application assignments and Factors into a database to report on who can reach which app and which users have strong MFA enrolled.
  • 04 Drive Group Rules and policy assignments from HR attributes so access changes the moment a title, department, or location changes.

Common sync patterns

Keep profile attributes current

A name, email, title, manager, or department corrected in either system updates the other, so directory entries and employee records don't drift apart.

Align group and department membership

When someone changes team or department, their group or organizational-unit membership updates to match, keeping access tied to their current role.

One roster on a shared key

People are matched across both systems on an identifier you choose, such as work email or employee ID, so there is a single accurate list of who is active.

What you can sync between Acumatica and Okta

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Acumatica objects Okta objects How this pairing syncs
Journal Transactions GL entries replicated into reporting databases. Applications App integrations (SAML, OIDC, SWA) with per-user and per-group assignments; read and updated to manage which identities can reach each downstream app. Journal Transactions is specific to Acumatica and Applications to Okta — each maps to any object or custom field on the other side.
Projects Project cost and billing structures synced with delivery tools. Group Rules Dynamic rules that add users to groups from profile attributes; read and written to automate access based on department, title, or location. Projects is specific to Acumatica and Group Rules to Okta — each maps to any object or custom field on the other side.
Opportunities and Cases Built-in CRM records synced with external sales and support tools. Factors (Authenticators) MFA enrollments per user (Okta Verify, WebAuthn, SMS, email); read for security-posture reporting and reset when a device is lost or rotated. Opportunities and Cases is specific to Acumatica and Factors (Authenticators) to Okta — each maps to any object or custom field on the other side.
Customers AR master data synced with CRMs and billing tools. Policies Sign-on, password, and authenticator-enrollment policies with their rules; read to audit access controls or updated to manage them centrally. Customers is specific to Acumatica and Policies to Okta — each maps to any object or custom field on the other side.
Vendors Supplier records aligned with procurement and AP automation. System Log Immutable audit event stream of logins, admin changes, and lifecycle events; read-only, polled by timestamp and used as the change feed and SIEM source. Vendors is specific to Acumatica and System Log to Okta — each maps to any object or custom field on the other side.
Sales Orders Order documents created from e-commerce and CRM systems, read back for fulfillment status. Devices Registered and managed device records tied to users; read to correlate access with device posture and to feed inventory or conditional-access reporting. Sales Orders is specific to Acumatica and Devices to Okta — each maps to any object or custom field on the other side.

How changes propagate between Acumatica and Okta

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Acumatica Okta Sub-second propagation

DetectionAcumatica notifies Stacksync of record changes through webhook events. Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields.

DeliveryEach detected change is written to Okta through its API, with automatic retries and rate-limit backoff.

Okta Acumatica Sub-second propagation

DetectionOkta notifies Stacksync of record changes through webhook events. Event Hooks send an HTTPS POST to a subscribed endpoint on events such as user.lifecycle.create and group.user_membership.add (after a one-time.

DeliveryEach detected change is written to Acumatica through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Okta: Rate limits are enforced per org, per endpoint group, per minute and vary by Okta edition; responses carry X-Rate-Limit-Limit, X-Rate-Limit-Remaining, and X-Rate-Limit-Reset headers and exceeding one returns HTTP 429. The System Log is more tightly limited (about 120 requests/minute) and a separate concurrent-request cap (default 75 in-flight transactions) also applies.
What ships with Acumatica ⇄ Okta

Connect Acumatica and Okta for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Acumatica–Okta connection.

Real-time

Two-way sync

Changes in Acumatica or Okta instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Acumatica or Okta data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Acumatica or Okta record.

Observability

Monitoring

Track your Acumatica ⇄ Okta sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Acumatica and Okta.

How the Acumatica and Okta connectors work

Acumatica

Integration surface
Contract-based REST API (JSON over versioned endpoints), plus SOAP web services and OData access to Generic Inquiries
Authentication
OAuth 2.0 or cookie-based session login with Acumatica credentials
Change detection
Push notifications configurable on data changes, plus polling on LastModifiedDateTime fields
Capabilities
read · write · webhooks

Okta

Integration surface
REST API (Okta Management API, /api/v1) with Event Hooks for outbound events and the System Log API as the change feed
Authentication
SSWS API tokens (Authorization: SSWS {token}) scoped to the creating admin's permissions, or OAuth 2.0 for Okta service apps using a private-key-JWT client-credentials grant with granular scopes (DPoP supported)
Change detection
Event Hooks send an HTTPS POST to a subscribed endpoint on events such as user.lifecycle.create and group.user_membership.add (after a one-time verification handshake); the System Log API (/api/v1/logs) is polled by the since parameter and the next Link header for a near-real-time change feed
Capabilities
read · write · webhooks
Rate limits
Rate limits are enforced per org, per endpoint group, per minute and vary by Okta edition; responses carry X-Rate-Limit-Limit, X-Rate-Limit-Remaining, and X-Rate-Limit-Reset headers and exceeding one returns HTTP 429. The System Log is more tightly limited (about 120 requests/minute) and a separate concurrent-request cap (default 75 in-flight transactions) also applies.
How it works

How to connect Acumatica to Okta — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Acumatica and Okta with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Acumatica connected
    Okta connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Acumatica and Okta objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Acumatica ⇄ Okta
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Acumatica Okta
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Acumatica and Okta integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
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DPF US-EU-UK-CH
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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 514 integrations available for Acumatica and Okta.

Popular · 8 of 514
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