Okta SOO for Acumatica
Setup guide
This step-by-step guide explains setting up Okta SSO for your Acumatica.
Step 1: Download Setup File
Step 2: Upload Setup File to Acumatica
Log in to your company's Acumatica system
Image 1. Acumatica login portal
2. Choose Customization → Customization Projects
Image 2. Customization page
3. Customization Projects page will appear as below. Click the Import button → Choose File → Upload the setup file downloaded from Step 1.
Image 3: Import Setup File
4. Click the UPLOAD button.
Image 4. Setup File Uploaded
Step 3: Publish Okta SSO in Acumatica
Tick the box as below to choose the file that needs publishing. In this case, that should be the Okta SSO for Acumatica - Setup file. Then click PUBLISH button.
Image 5. Publish file
2. Now you can see Acumatica running the setup file.
Image 6. Publish Customization
3. Finish processing, Publish button will appear. Now click Publish.
Image 7: Customization is ready to be published
4. After publishing Okta SSO successfully, go to the Integration page. Now if you can see the Okta SSO under the Preferences list, it means that the Okta SSO extension is set up successfully.
Image 8. Okta SSO extension appears now
5. Click on the Okta SSO under the Preferences list to access the Okta Setup Page.
Image 9. Okta Setup Page.
Step 4: Okta SSO AutoConfiguration
Fill in the blank with the information required, including Display Name, Client ID, and Client Secret → Click the AUTOCONFIGURATION button.
Image 11. AutoConfiguration
2. Click the Save icon.
Image 12. Save information
3. Back to the login portal to see if Okta SSO is enabled now.
Image 13. Okta SSO feature is enabled in the login portal
After completing all the above steps, the Okta SSO extension can be used in your company's Acumatica system.
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