Prerequisites: This article assumes your account is already configured for SAML SSO. If you haven't done that yet, see Configure SAML SSO before continuing.
This article walks you through the steps to set up a Yext app in Okta. This will allow you to give your users the ability to sign in to Yext using Okta for identity management.
The process is broken into two steps:
- Add the Yext app in the Okta Admin Console.
- Add the Provider URL and Certificate to your Yext account
If you use another SAML Identity Provider, see our other SSO guides for details on how to add an app to your provider.
Add Yext app in Okta Admin Console
You can also find these instructions in Okta's Create your Integration Developer Guide. Note that steps 9 and 10 below specify the correct information to enter as it pertains to Yext.
- Log into the Okta admin interface.
- Navigate to the Admin Console in your Okta org by clicking Admin in the upper-right corner.
- In the Admin Console, go to Applications, then select Applications.
- Click Add Application.
- Click Create New App to start the Application Integration Wizard.
- Select Web as the platform for your integration. Web is the only supported platform for SAML 2.0 applications in the OIN.
- Select SAML 2.0 in the Sign on method section.
- Click Create.
- On the General Settings tab, enter Yext as the name for your integration and optionally upload a logo. You can also hide the integration from your end-user's Okta dashboard or mobile app by selecting Do not display application icon in the Okta Mobile app.
- On the Configure SAML tab, enter:
- Single sign on URL and the Audience URI. These can be found under Account Settings > SAML Configuration in your Yext account.
- All other settings can be left blank or at their defaults.
- On the Feedback tab, you can either ignore this step or note that it is required to contact the vendor to enable SAML.
- Your new app should be ready for use, and you will be redirected to the Sign On tab of the app details.
- In the Sign On tab, there will be a section that says "SAML 2.0 is not configured until you complete the setup instructions." Click the View Setup Instructions button in that section.
Add Provider URL and Certificate in Yext
Once you've added your app and navigated to the Setup Instructions within Okta, you're ready to add the relevant SAML configuration details to Yext.
- From the Setup Instructions page in Okta, copy the following two items and enter them into the corresponding fields on the SAML Configuration page in your Yext account:
- Identity Provider Issuer → goes into the IDP Issuer field
- X.509 Certificate → goes into the Certificate field
- Assign the new Yext app to your users in Okta. In Okta, the user's username is their primary email address. See the Prerequisites section of the Configure SAML SSO guide for details on making sure users are set up correctly.
Your users should now be able to log into Yext via Okta.