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Security and identity ⇄ Accounting and finance

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

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

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

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Why teams connect Okta and Recurly

Keep the people who can act on financial records in Recurly matched to their identities in Okta, so access is provisioned, updated, and revoked in real time.

Recurly runs the money — the ledgers, invoices, budgets, and payments — and every one of those actions is taken by a person with a login. Okta is where those people and their access actually live: who is employed, what team they belong to, and what they are allowed to do. The two systems rarely share customers or transactions, but they share the one thing that governs both — the user. When that overlap is maintained by hand, a departed employee keeps finance access for weeks and a new hire waits on a ticket to get any.

Stacksync keeps Invoices, Transactions, Line Items, Coupons and Redemptions in Recurly aligned with Factors (Authenticators), Policies, System Log, Devices in Okta, field by field and in real time. A person added, moved, or deactivated on the identity side updates their matching user in the finance system within seconds, with the role or permission set mapped from the group they belong to. Direction is yours to set: lead provisioning from the directory, or let an HR-owned finance record drive the downstream accounts.

For a finance team, that alignment is an audit control rather than a convenience. When the user list in the books matches the identity source of truth, segregation-of-duties and access reviews start from data that is already correct instead of an export that was current last quarter.

Common use cases

  • 01 Trigger revenue-recognition or ERP entries when new_subscription and canceled_subscription webhooks fire.
  • 02 Post usage records to Measured Units on metered Subscriptions from a metering database before each bill run.
  • 03 Mirror the System Log into Postgres or a warehouse for security analytics, access reviews, and audit retention beyond Okta's log window.
  • 04 Read Application assignments and Factors into a database to report on who can reach which app and which users have strong MFA enrolled.

Common sync patterns

Group and role membership drives finance permissions

A person's group or role in Okta maps to their permission set in Recurly, so who can approve, post, or view is governed from one place instead of maintained twice.

Access reviews backed by live data

Because the user list in Recurly matches the identity source in Okta in real time, access certifications and SOX-style reviews start from current membership rather than a stale spreadsheet.

People attributes for allocation and approvals

Department, manager, and employee identifiers carried in Okta flow to Recurly, so expense routing, cost-center allocation, and approval chains use the same org data as the directory.

What you can sync between Okta and Recurly

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.

Okta objects Recurly objects How this pairing syncs
Devices Registered and managed device records tied to users; read to correlate access with device posture and to feed inventory or conditional-access reporting. Accounts Customer/billing entity records keyed by account_code; the anchor most subscriptions and invoices hang off. Synced two-way with CRM accounts or a customer database. Devices is specific to Okta and Accounts to Recurly — each maps to any object or custom field on the other side.
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. Subscriptions Recurring subscription records tied to an Account and a Plan, with state, term, and next-bill date. Core object, synced two-way to drive provisioning and reporting. Users is specific to Okta and Subscriptions to Recurly — each maps to any object or custom field on the other side.
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. Plans The product and pricing catalog (plan codes, intervals, add-ons); usually mastered in Recurly and read out, or mirrored from a product database. Groups is specific to Okta and Plans to Recurly — each maps to any object or custom field on the other side.
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. Invoices Charge and credit billing documents; read-heavy for revenue reporting, and creatable through Purchases for one-off charges. Applications is specific to Okta and Invoices to Recurly — each maps to any object or custom field on the other side.
Group Rules Dynamic rules that add users to groups from profile attributes; read and written to automate access based on department, title, or location. Transactions Individual payment attempts — captures, refunds, and voids; typically read into a warehouse for reconciliation and dunning analysis. Group Rules is specific to Okta and Transactions to Recurly — each maps to any object or custom field on the other side.
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. Line Items One-time charges and credits on an account outside a subscription; synced for accurate revenue and adjustment reporting. Factors (Authenticators) is specific to Okta and Line Items to Recurly — each maps to any object or custom field on the other side.

How changes propagate between Okta and Recurly

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.

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

Recurly Okta Sub-second propagation

DetectionRecurly notifies Stacksync of record changes through webhook events. Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints.

DeliveryEach detected change is written to Okta 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.
  • Recurly: Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
What ships with Okta ⇄ Recurly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Okta or Recurly 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 Okta or Recurly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Okta and Recurly connectors work

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.

Recurly

Integration surface
REST API (V3, date-versioned; legacy V2 XML API also exists)
Authentication
API key via HTTP Basic auth (key as username, blank password); keys are per-site, with separate sandbox and production keys
Change detection
Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints sorted by updated_at with begin_time/end_time filters
Capabilities
read · write · webhooks
Rate limits
Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
How it works

How to connect Okta to Recurly — 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 Okta and Recurly 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
    Okta connected
    Recurly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Okta and Recurly 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
→ 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 499 integrations available for Okta and Recurly.

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