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ERP ⇄ Security and identity

Cin7 to Okta integration — real-time, two-way sync

Keep Cin7 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 Cin7 and Okta

Keep the employee, group, and account records that Cin7 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. Cin7 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 Cin7 and their account still being active in Okta is a real security exposure.

Stacksync syncs Sales orders, Purchase orders, Contacts, Branches / locations in Cin7 with Applications, Group Rules, Factors (Authenticators), Policies 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 Sync sales orders from Cin7 into an accounting platform or warehouse for revenue and margin reporting.
  • 02 Keep customer records aligned between Cin7 and the CRM to remove duplicate account entry.
  • 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

Create accounts from new records

A person added in one system gets a matching account or record in the other automatically, so a new hire can be granted access without anyone re-keying their details.

Disable access at offboarding

When a person is marked terminated or inactive in one system, the matching account is disabled in the other within seconds, closing the gap that leaves ex-employees with live access.

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.

What you can sync between Cin7 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.

Cin7 objects Okta objects How this pairing syncs
Sales orders Orders captured from all channels; the main object for fulfillment and revenue 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. Sales orders is specific to Cin7 and Groups to Okta — each maps to any object or custom field on the other side.
Purchase orders Supplier orders synced with procurement and accounting workflows. 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. Purchase orders is specific to Cin7 and Applications to Okta — each maps to any object or custom field on the other side.
Contacts Customers and suppliers, matched to CRM records to keep account data consistent. Group Rules Dynamic rules that add users to groups from profile attributes; read and written to automate access based on department, title, or location. Contacts is specific to Cin7 and Group Rules to Okta — each maps to any object or custom field on the other side.
Branches / locations Warehouse entities that scope every stock movement and order allocation. 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. Branches / locations is specific to Cin7 and Factors (Authenticators) to Okta — each maps to any object or custom field on the other side.
Stock adjustments and transfers Inventory movements read for audit and reconciliation reporting. Policies Sign-on, password, and authenticator-enrollment policies with their rules; read to audit access controls or updated to manage them centrally. Stock adjustments and transfers is specific to Cin7 and Policies to Okta — each maps to any object or custom field on the other side.
Credit notes / returns Return documents synced so finance and support see the same refund state. 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. Credit notes / returns is specific to Cin7 and System Log to Okta — each maps to any object or custom field on the other side.

How changes propagate between Cin7 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.

Cin7 Okta Sub-second propagation

DetectionCin7 notifies Stacksync of record changes through webhook events. Polling on modified-date filters.

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

Okta Cin7 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 Cin7 through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Cin7: Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core.
  • 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 Cin7 ⇄ Okta

Connect Cin7 and Okta for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Cin7–Okta connection.

Real-time

Two-way sync

Changes in Cin7 or Okta instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 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 Cin7 or Okta record.

Observability

Monitoring

Track your Cin7 ⇄ Okta sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Cin7 and Okta.

How the Cin7 and Okta connectors work

Cin7

Integration surface
REST API; note that Cin7 Omni and Cin7 Core (formerly DEAR Systems) are separate products with separate APIs
Authentication
API key credentials (paired with a username or account ID, depending on the product)
Change detection
Polling on modified-date filters; webhook support exists on some editions for order and stock events
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core

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 Cin7 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 Cin7 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
    Cin7 connected
    Okta connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Cin7 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 · Cin7 ⇄ 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
    Cin7 Okta
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Cin7 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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ISO 27001
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DPF US-EU-UK-CH
→ 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 498 integrations available for Cin7 and Okta.

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