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Setting up Okta SSO

How to configure the Okta Funnel app

Rickard Nordstrand avatar
Written by Rickard Nordstrand
Updated over 2 months ago

If you are a customer of Okta, you can use the Funnel Okta Integration from the Okta Integration Network (OIN) for easily setting up SAML SSO.

Prerequisites

In order to use Okta with Funnel, you need to make sure that "Single Sign-On" is included in your Funnel price plan. Please contact support if you have any questions.

Supported features

For more information on the listed features, visit the Okta Glossary.

Configuration steps

  1. In the Funnel Subscription overview, navigate to Authentication and click Generate setup link to retrieve a link to the configuration portal, as well as the Connection Name needed when setting up the App Integration in Okta.

  2. In Okta, find Funnel.io in the App Catalog and paste the Connection Name under General Settings:

  3. In Okta, copy the Metadata URL from Sign On > Settings:
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  4. Use the link previously generated in the Funnel App to access the configuration portal. Choose Custom SAML as your Identity Provider:

  5. Skip Step 1: "Create Application" in the configuration flow as it is not needed when using Okta App Integration. Instead go to Step 2: "Configure Connection" as paste the Metadata URL:

  6. Test Connection to make sure the integration was setup successfully, then press Enable Connection:

  7. Once the connection has been enabled, please reach out the support to finalize the setup. We will need the following information from you before you are able to use the connection in Funnel:
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    • Do you want to enable IdP-initiated SSO?

    • Do you want to enable SP-initiated SSO with Home Realm Discovery? If so, for which domain(s) would you like this enabled?

Please reach out to support with any questions.

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