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Security and identity ⇄ ERP

Okta to Rootstock ERP integration — real-time, two-way sync

Keep Okta and Rootstock ERP 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 Okta and Rootstock ERP

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

Stacksync syncs Inventory Balances, Receipts and Shipments, Salesforce Accounts and Contacts, Sales Orders in Rootstock ERP with Group Rules, Factors (Authenticators), Policies, System Log 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 Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
  • 02 Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.
  • 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

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.

Align group and department membership

When someone changes team or department, their group or organizational-unit membership updates to match, keeping access tied to their current role.

One roster on a shared key

People are matched across both systems on an identifier you choose, such as work email or employee ID, so there is a single accurate list of who is active.

What you can sync between Okta and Rootstock ERP

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 Rootstock ERP objects How this pairing syncs
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. Work Orders Manufacturing execution records synced to MES, scheduling, and analytics tools. Applications is specific to Okta and Work Orders to Rootstock ERP — 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. Purchase Orders Procurement documents synced with supplier portals and AP systems. Group Rules is specific to Okta and Purchase Orders to Rootstock ERP — 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. Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. Factors (Authenticators) is specific to Okta and Items / Products to Rootstock ERP — 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. Bills of Material Multi-level product structures read for costing and planning integrations. Policies is specific to Okta and Bills of Material to Rootstock ERP — 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. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. System Log is specific to Okta and Inventory Balances to Rootstock ERP — each maps to any object or custom field on the other side.
Devices Registered and managed device records tied to users; read to correlate access with device posture and to feed inventory or conditional-access reporting. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. Devices is specific to Okta and Receipts and Shipments to Rootstock ERP — each maps to any object or custom field on the other side.

How changes propagate between Okta and Rootstock ERP

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

Rootstock ERP Okta Sub-second propagation

DetectionChanges in Rootstock ERP are captured at the source via change data capture — no polling loop against its API. Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply).

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.
  • Rootstock ERP: Consumes the Salesforce org's daily API request allocation, shared with other integrations.
What ships with Okta ⇄ Rootstock ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Okta or Rootstock ERP 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 Rootstock ERP record.

Observability

Monitoring

Track your Okta ⇄ Rootstock ERP 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 Rootstock ERP.

How the Okta and Rootstock ERP 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.

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works

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

    Choose tables

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

Okta and Rootstock ERP 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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→ 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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 406 integrations available for Okta and Rootstock ERP.

Popular · 7 of 406
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