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CRM ⇄ Security and identity

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

Keep Clari 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 Clari and Okta

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

A CRM and an identity system usually describe different populations. Clari 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 Clari are the same employees Okta provisions and disables, and when Okta also runs the login accounts for your product, the customers in Clari are the same users Okta authenticates. Left unconnected, a departure in Okta leaves stale ownership sitting in Clari, and a signup in Okta never reaches the account it belongs to.

Stacksync syncs Forecast, Quota, Opportunities, Activity (Capture) in Clari with Policies, System Log, Devices, Users 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 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
  • 02 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
  • 03 Drive Group Rules and policy assignments from HR attributes so access changes the moment a title, department, or location changes.
  • 04 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.

Common sync patterns

Where a closed deal should provision access: Clari drives Okta

A won or activated customer in Clari 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 Clari 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 Clari 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 Clari 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.

Clari objects Okta objects How this pairing syncs
Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. 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. Account field extensions is specific to Clari and Users to Okta — each maps to any object or custom field on the other side.
Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. 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. Opportunity field extensions is specific to Clari and Groups to Okta — each maps to any object or custom field on the other side.
Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. 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. Audit Events is specific to Clari and Applications to Okta — each maps to any object or custom field on the other side.
Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. Group Rules Dynamic rules that add users to groups from profile attributes; read and written to automate access based on department, title, or location. Forecast is specific to Clari and Group Rules to Okta — each maps to any object or custom field on the other side.
Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. 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. Quota is specific to Clari and Factors (Authenticators) to Okta — each maps to any object or custom field on the other side.
Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. Policies Sign-on, password, and authenticator-enrollment policies with their rules; read to audit access controls or updated to manage them centrally. Opportunities is specific to Clari and Policies to Okta — each maps to any object or custom field on the other side.

How changes propagate between Clari 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.

Clari Okta Interval-based propagation

DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).

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

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

Rate-limit considerations

  • Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
  • 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 Clari ⇄ Okta

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari 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 Clari or Okta record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Clari and Okta connectors work

Clari

Integration surface
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Capabilities
read · write
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.

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

    Choose tables

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

Clari 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 420 integrations available for Clari and Okta.

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