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Security and identity ⇄ Accounting and finance

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

Keep Okta and Rillet 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 Rillet

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

Rillet 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 Charge, Reimbursement, Custom Field, Account in Rillet aligned with Policies, System Log, Devices, Users 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 Push billing events from a product or usage-metering system into Rillet for revenue recognition.
  • 02 Sync AR and collection status back to customer success tools ahead of renewals.
  • 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

One user roster across both systems

People, their status, and their contact details stay matched between Rillet and Okta, so the finance system's login list reflects who actually works here instead of drifting out of date.

Group and role membership drives finance permissions

A person's group or role in Okta maps to their permission set in Rillet, 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 Rillet matches the identity source in Okta in real time, access certifications and SOX-style reviews start from current membership rather than a stale spreadsheet.

What you can sync between Okta and Rillet

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 Rillet objects How this pairing 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. Vendor Synced with incremental and full sync per the Stacksync docs. Groups is specific to Okta and Vendor to Rillet — 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. Invoice Synced with incremental and full sync per the Stacksync docs. Applications is specific to Okta and Invoice to Rillet — 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. Credit Memo Synced with incremental and full sync per the Stacksync docs. Group Rules is specific to Okta and Credit Memo to Rillet — 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. Bill Synced with incremental and full sync per the Stacksync docs. Factors (Authenticators) is specific to Okta and Bill to Rillet — each maps to any object or custom field on the other side.
Policies Sign-on, password, and authenticator-enrollment policies with their rules; read to audit access controls or updated to manage them centrally. Journal Entry Synced with incremental and full sync per the Stacksync docs. Policies is specific to Okta and Journal Entry to Rillet — each maps to any object or custom field on the other side.
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. Invoice Payment Synced with incremental and full sync per the Stacksync docs. System Log is specific to Okta and Invoice Payment to Rillet — each maps to any object or custom field on the other side.

How changes propagate between Okta and Rillet

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

Rillet Okta Sub-second propagation

DetectionRillet pushes changes as they happen — webhook events backed by change data capture. Near real-time updates via change tracking.

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.
  • Rillet: Subject to the platform's API rate limits.
What ships with Okta ⇄ Rillet

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Okta or Rillet 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 Rillet record.

Observability

Monitoring

Track your Okta ⇄ Rillet 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 Rillet.

How the Okta and Rillet 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.

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

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

    Choose tables

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

Okta and Rillet 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.

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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

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