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CRM ⇄ Security and identity

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

Keep Attio 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 Attio and Okta

Keep the people Attio and Okta both track in agreement in real time: the internal users who own records in Attio, and the customer login accounts in Okta.

A CRM and an identity system usually describe different populations. Attio tracks customers, contacts, and the deals in motion; Okta governs who is allowed to sign in and what they can reach. Where the two meet is people. The reps who own records in Attio are the same employees Okta provisions and disables, and when Okta also runs the login accounts for your product, the customers in Attio are the same users Okta authenticates. Left unconnected, a departure in Okta leaves stale ownership sitting in Attio, and a signup in Okta never reaches the account it belongs to.

Stacksync syncs Workspaces, Custom objects, People, Companies in Attio with Factors (Authenticators), Policies, System Log, Devices in Okta in real time and in both directions, matching on email or an external ID and mapping field by field. You decide which system owns which fields, and new users, role and group changes, deactivations, and account status move within seconds instead of waiting on a quarterly access review or a manual export.

Common use cases

  • 01 Mirror lists and list entries into a database for pipeline reporting beyond the in-app views.
  • 02 Run a two-way dual-run when migrating to Attio from another CRM.
  • 03 Sync Groups and their memberships two-way between Okta and a database or IdP so downstream app access stays aligned with source-of-truth org data.
  • 04 Mirror the System Log into Postgres or a warehouse for security analytics, access reviews, and audit retention beyond Okta's log window.

Common sync patterns

Where a closed deal should provision access: Attio drives Okta

A won or activated customer in Attio can create or update the corresponding user or account in Okta, so provisioning starts from the CRM record instead of a separate ticket.

Where Okta governs your workforce: CRM users kept current

New employees in Okta become active users in Attio with the right role, and group or department changes update their access and team, so the CRM's user list matches the directory without an admin re-keying it.

Deactivation and record hand-off

When someone is disabled in Okta, the matching user in Attio is deactivated too, and the accounts, contacts, and deals they owned are flagged for reassignment, so nothing goes unattended after they leave.

What you can sync between Attio 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.

Attio objects Okta objects How this pairing syncs
Users Synced with incremental and full sync per the Stacksync docs. Users Universal Directory user records with profile attributes, credentials, and lifecycle status (staged, active, suspended, deprovisioned); full CRUD, so users are created, updated, activated, and deactivated to match an HR or identity source. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Deals Pipeline records; read out for revenue reporting and written to from automation. 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. Deals is specific to Attio and Factors (Authenticators) to Okta — each maps to any object or custom field on the other side.
Workspaces Synced with incremental and full sync per the Stacksync docs. Policies Sign-on, password, and authenticator-enrollment policies with their rules; read to audit access controls or updated to manage them centrally. Workspaces is specific to Attio and Policies to Okta — each maps to any object or custom field on the other side.
Custom objects Workspace-defined objects that behave like standard ones in the API. 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. Custom objects is specific to Attio and System Log to Okta — each maps to any object or custom field on the other side.
People Standard person object; synced with marketing tools and warehouse person tables. Devices Registered and managed device records tied to users; read to correlate access with device posture and to feed inventory or conditional-access reporting. People is specific to Attio and Devices to Okta — each maps to any object or custom field on the other side.
Companies Standard company object; matched to billing and product accounts in two-way syncs. Groups Okta groups (OKTA_GROUP, APP_GROUP, BUILT_IN) and their memberships; OKTA_GROUP records and membership are written to drive app and resource access. Companies is specific to Attio and Groups to Okta — each maps to any object or custom field on the other side.

How changes propagate between Attio 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.

Attio Okta Sub-second propagation

DetectionAttio notifies Stacksync of record changes through webhook events. Webhooks on record and list-entry events, with polling as a fallback.

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

Okta Attio 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 Attio through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Attio: Subject to the platform's published API rate limits.
  • 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 Attio ⇄ Okta

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Attio 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 Attio or Okta record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Attio and Okta connectors work

Attio

Integration surface
REST API
Authentication
Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
Change detection
Webhooks on record and list-entry events, with polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits.
Attio setup guide

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

    Choose tables

    Pick the Attio 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 · Attio ⇄ 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
    Attio Okta
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Attio 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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→ SECURITY WITH BENEFITS

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 528 integrations available for Attio and Okta.

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