Engineering Analytics
Finance & Ops Analytics

How to load data from Okta to Convex

Learn how to use Airbyte to synchronize your Okta data into Convex within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up Okta as a source connector (using Auth, or usually an API key)
  2. set up Convex as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Okta

The Okta Identity Cloud provides identification security for logins by enterprise employees. It simplifies the login process by making all of an individual’s logins across a company’s software applications the same. An Identity-as-a-Service (IDaaS), Okta ensures secure logins across multiple devices, including phone, tablet, desk computers and laptops. Okta offers a management systems for groups, devices, and applications, and allows the additions of applications to Workplace 365 for extreme versatility.

What is Convex

Convex is a platform that provides a suite of tools for building and deploying machine learning models. It offers a user-friendly interface for data scientists and developers to create and train models, as well as a scalable infrastructure for deploying them in production. Convex also includes features such as automated model tuning, version control, and collaboration tools to streamline the machine learning workflow. The platform is designed to be flexible and customizable, allowing users to integrate their own libraries and frameworks. Overall, Convex aims to simplify the process of building and deploying machine learning models, making it accessible to a wider range of users.

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Prerequisites

  1. A Okta account to transfer your customer data automatically from.
  2. A Convex account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Okta and Convex, for seamless data migration.

When using Airbyte to move data from Okta to Convex, it extracts data from Okta using the source connector, converts it into a format Convex can ingest using the provided schema, and then loads it into Convex via the destination connector. This allows businesses to leverage their Okta data for advanced analytics and insights within Convex, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Okta as a source connector

1. First, navigate to the Okta source connector page on Airbyte.com.

2. Click on the "Add Source" button to begin the process of adding your Okta source connector.

3. Enter a name for your Okta source connector and click on the "Next" button.

4. You will be prompted to enter your Okta credentials. Enter your Okta domain, client ID, client secret, and API token.

5. Click on the "Test" button to ensure that your credentials are correct and that Airbyte can connect to your Okta source.

6. If the test is successful, click on the "Save" button to save your Okta source connector.

7. You can now use your Okta source connector to create a new Airbyte pipeline or add it to an existing pipeline.

8. To create a new pipeline, click on the "Create New Pipeline" button and select your Okta source connector as the source.

9. Follow the prompts to select your destination connector and configure your pipeline settings.

10. Once your pipeline is configured, click on the "Run" button to begin syncing data from your Okta source to your destination.

Step 2: Set up Convex as a destination connector

1. First, navigate to the Airbyte website and log in to your account.
2. Once you are logged in, click on the "Destinations" tab on the left-hand side of the screen.
3. From there, click on the "Add Destination" button in the top right corner of the screen.
4. In the search bar, type "Convex" and select the Convex destination connector from the list of options.
5. Next, you will need to enter your Convex API key. This can be found in your Convex account settings.
6. Once you have entered your API key, click on the "Test" button to ensure that the connection is working properly.
7. If the test is successful, click on the "Save" button to save your settings.
8. You can now use the Convex destination connector to transfer data from Airbyte to your Convex account.

Step 3: Set up a connection to sync your Okta data to Convex

Once you've successfully connected Okta as a data source and Convex as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select Okta from the dropdown list of your configured sources.
  3. Select your destination: Choose Convex from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific Okta objects you want to import data from towards Convex. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Okta to Convex according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Convex data warehouse is always up-to-date with your Okta data.

Use Cases to transfer your Okta data to Convex

Integrating data from Okta to Convex provides several benefits. Here are a few use cases:

  1. Advanced Analytics: Convex’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Okta data, extracting insights that wouldn't be possible within Okta alone.
  2. Data Consolidation: If you're using multiple other sources along with Okta, syncing to Convex allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: Okta has limits on historical data. Syncing data to Convex allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: Convex provides robust data security features. Syncing Okta data to Convex ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: Convex can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Okta data.
  6. Data Science and Machine Learning: By having Okta data in Convex, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Okta provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Convex, providing more advanced business intelligence options. If you have a Okta table that needs to be converted to a Convex table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a Okta account as an Airbyte data source connector.
  2. Configure Convex as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from Okta to Convex after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
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Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
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Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
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Connectors Used

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

Frequently Asked Questions

What data can you extract from Okta?

Okta's API provides access to a wide range of data related to user authentication, authorization, and management. The following are the categories of data that can be accessed through Okta's API:  

1. User data: This includes information about users such as their name, email address, phone number, and group membership.  

2. Group data: This includes information about groups such as their name, description, and membership.  

3. Application data: This includes information about applications such as their name, description, and configuration settings.  

4. Authentication data: This includes information about authentication events such as successful and failed login attempts.  

5. Authorization data: This includes information about access control policies and permissions.  

6. Event data: This includes information about various events such as user creation, password reset, and group membership changes.  

7. System data: This includes information about the Okta system itself such as its version, status, and configuration settings.  

Overall, Okta's API provides a comprehensive set of data that can be used to manage and secure user access to various applications and resources.

What data can you transfer to Convex?

You can transfer a wide variety of data to Convex. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Okta to Convex?

The most prominent ETL tools to transfer data from Okta to Convex include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Okta and various sources (APIs, databases, and more), transforming it efficiently, and loading it into Convex and other databases, data warehouses and data lakes, enhancing data management capabilities.