Okta connector

Use your Okta data for reporting, automation and AI.

Data Panda brings your Okta directory, application assignments and system-log events together with the data from the rest of your business. From one place we turn it into dashboards, automations, AI workflows and custom apps that IT, security and finance use during the month, not only the week of an access review.

Data Panda Reporting Automation AI Apps
Okta logo
About Okta

The identity-of-record for a SaaS-heavy enterprise.

Okta was founded in 2009 in San Francisco by Todd McKinnon and Frederic Kerrest, both ex-Salesforce, and listed on NASDAQ in April 2017 under the ticker OKTA. The company runs a workforce-identity cloud (SSO, MFA, lifecycle management, privileged access) and, since the 2021 acquisition of Auth0 for roughly USD 6.5 billion, a customer-identity platform aimed at developers. Okta's own marketing puts the install base at around 19,000 customers and the integration network at over 7,000 pre-built apps, which is the practical reason it shows up so often as the identity-of-record in SaaS-heavy enterprises. The closest competitor is Microsoft Entra ID (the rebrand of Azure AD), with Ping Identity and OneLogin behind that.

For most Okta tenants the dashboard tells you who is provisioned to which app today. The harder questions, like which accounts have been dormant past their licence cost threshold, where MFA is being skipped because of policy carve-outs, how long it really takes between a leaver in BambooHR and the same person losing access to Salesforce, or which app assignments are growing fastest per business unit, sit across Okta and the systems around it. Our connector pulls users, groups, application assignments, factor enrolments, system-log events and session metadata into your warehouse, so identity reporting joins finance, HR and the SaaS catalogue rather than living in an admin console export.

What your Okta data is for

What you get once Okta is connected.

Identity and access reporting

Users, app assignments, MFA coverage and login events in one place, joined to HR and SaaS-spend data.

  • Active versus dormant accounts per app, per business unit and per licence type
  • MFA enrolment and skip rate per group, per app and per policy carve-out
  • Leaver-to-deprovisioning lag from HR offboarding to Okta deactivation

Lifecycle automation

Let HR events and Okta signals drive the right access work, instead of an IT ticket queue rebuilt every Monday.

  • Provision app assignments the day a new hire signs in BambooHR
  • Revoke app access and licences within hours of a leaver record
  • Open a ticket when a privileged group grows past its approved size

AI workflows

Put identity and app assignments behind AI that sees actual usage, not the org chart from last quarter.

  • Recommend group memberships based on peers in the same role and team
  • Risk-score sign-in events using location, device and historical pattern
  • Natural-language Q&A across users, groups and app assignments for IT and audit

Custom apps on your data

Lightweight tools on Okta data for people who do not live in the Okta admin console.

  • Access-review app per manager with peer-comparison context built in
  • App-owner dashboard with active users, MFA coverage and licence cost per app
  • Joiner-mover-leaver tracker with the gap from HR action to access change visible per case
Use cases

Use cases we deliver with Okta data.

A list of concrete reports, automations and AI features we have built on Okta data. Pick the one that matches your situation.

Dormant-account auditAccounts inactive past 30, 60 or 90 days, per app and per licence cost.
MFA coverage mapFactor enrolment per group and per app, with policy carve-outs called out.
Leaver deprovisioning lagHours between BambooHR termination and Okta deactivation per leaver.
App assignment growthNew app assignments per business unit and per quarter, ranked by licence cost.
Privileged-group reviewMembership of admin and super-admin groups against approved size and approver.
Sign-in failure patternsFailed sign-ins per app, country and reason, with brute-force and credential-stuffing shapes.
Session and token agingLong-lived OAuth tokens and refresh tokens per app and per service account.
Group-rule coverageApps assigned by group rule versus by direct assignment, by department.
Joiner provisioning timingTime from new-hire start date to fully provisioned, per role and team.
App-owner dashboardPer app: active users, MFA coverage, dormant share and licence cost owner.
Auth0 customer-identity sign-upsCustomer-identity registration, login and MFA events for product and growth.
Real business questions

Answers you will finally get.

Which paid SaaS seats are sitting on dormant accounts?

Account activity per app and per user, with the licence cost per seat attached, so finance and IT see exactly which Salesforce, Notion or Atlassian seats sit unused past 60 or 90 days. Reclaiming or downgrading those seats becomes a list of names rather than a quarterly negotiation with the vendor.

How long does it really take to cut a leaver off?

The lag in hours between a termination record in BambooHR and the matching Okta deactivation, plus the per-app deprovisioning time after that. Security and HR see the cases that drift past policy, and the app owners whose deprovisioning consistently runs slowest, instead of trusting that the lifecycle policy fired on time.

Where does MFA get skipped in practice?

Factor enrolment per group, per app and per policy carve-out, joined to recent sign-ins. The security team sees which carve-outs (legacy clients, executive exceptions, service accounts) account for most of the unprotected logins, and which can be retired without breaking a workflow.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

SaaS-licentie spend reconciled against actual identity-level usage in Okta. You see which contracts can be downgraded at renewal because the seats are sitting on dormant accounts, instead of taking the vendor's per-seat number at face value.

For sales leaders

Account assignment hygiene for Salesforce and the customer-facing stack. Sales ops sees which reps still have access to territories they no longer cover, and which leavers were never removed from shared accounts.

For operations

Joiner-mover-leaver in one operational view. IT sees the gap between an HR action and an access change per case, instead of trusting that the lifecycle policy fired and reading about exceptions in next month's audit.

Ideas

What you can automate with Okta.

Pair with BambooHR

Drive joiner and leaver access from BambooHR

New hires in BambooHR trigger the matching Okta user, group memberships and app assignments on the start date, with the right MFA factor enforced from day one. Termination records pull the account out within hours and feed the per-app deprovisioning queue, so the lag from HR action to access change is a number you can report rather than a hope. The case-by-case timing lands in the warehouse next to the audit trail.

Pair with Salesforce

Keep Salesforce profiles in step with Okta groups

Group changes in Okta that drive Salesforce profile, role and permission-set assignment land on the matching Salesforce user the same day, with the previous state kept in the warehouse for audit. Sales ops stops reconciling territories by hand at quarter-end, and a leaver loses the Salesforce seat the moment Okta deactivates the account rather than at the next manual cleanup.

Pair with Slack

Post Okta security signals into the right Slack channel

Sign-in failures from new countries, sudden token grants on service accounts, privileged-group changes and deprovisioning failures from Okta post a compact alert in the security or IT-ops Slack channel, with user, app, factor and recent sign-in trail attached. The team triages in the channel they already watch instead of opening the Okta system log per case.

Pair with Box

Add identity context to Box external-share governance

Okta group memberships and active-account state land next to Box collaborators, so the external-share review knows when an internal collaborator has already been deprovisioned in Okta but is still listed as a Box folder owner. Governance closes that gap on a list rather than discovering it folder by folder during the next audit.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Okta data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Okta to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Okta connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Does the connector pull the Okta System Log, or only directory data?

Both. Users, groups, application assignments, factor enrolments and group rules form the directory side, and the System Log feeds the event side: sign-ins, MFA challenges, lifecycle actions, admin changes and policy evaluations. Event volume on a busy tenant is high, so the sync is incremental on the System Log cursor and we agree the raw-event retention horizon per use case rather than holding everything indefinitely.

Does this cover Auth0 customer-identity tenants too?

The default scope is Workforce Identity (the Okta tenant your employees and contractors sign in to). Auth0 customer-identity tenants are a separate Okta product since the 2021 acquisition and have their own management API and event log. We can pull both into the same warehouse as separate schemas, which is how customers report on workforce access alongside customer-identity registration and login behaviour without mixing the two populations in one table.

Will the sync run into Okta's API rate limits?

Okta enforces rate limits per org and per endpoint, with the System Log and Users endpoints in particular having concurrent and per-minute caps. We use incremental extraction with the System Log cursor, paginate user and group reads carefully and back off on 429 responses, so a tenant with tens of thousands of users keeps syncing without burning through the budget that your in-product Okta integrations also depend on.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Okta setup and the systems around it. Together we pick the first thing worth building.