Okta SCIM setup for ClickUp

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Okta SCIM setup for ClickUp

This guide explains how to configure SCIM provisioning between Okta and ClickUp so your workspace users and groups stay in sync automatically and securely.

Following these steps, your identity team can control account creation, profile updates, and deactivation directly from Okta while ClickUp reflects those changes in near real time.

Before you connect Okta and ClickUp

Prepare your environment before turning on SCIM to avoid sync issues and security gaps.

ClickUp requirements

  • You must be a Workspace owner or admin in ClickUp.
  • Your Workspace must have SSO with Okta and SCIM provisioning available on your plan.
  • You need access to the ClickUp Security & Permissions or SSO settings area, depending on your Workspace configuration.

Okta requirements

  • Admin access in Okta with permission to manage applications and provisioning.
  • The ClickUp or SCIM-enabled SAML application added in Okta.
  • Users and groups assigned to the ClickUp application in Okta.

If you need help planning enterprise-scale identity integrations beyond the standard configuration, consider consulting a specialist service such as Consultevo.

Enable SCIM in ClickUp

Start on the ClickUp side by generating the SCIM credentials that Okta will use.

  1. Log in to your ClickUp Workspace as an owner or admin.

  2. Open Settings and go to the security or SSO configuration section, depending on your Workspace layout.

  3. Locate the SCIM or User provisioning area specifically for Okta.

  4. Enable SCIM provisioning for your Workspace.

  5. Generate or copy the SCIM Base URL and SCIM API token that ClickUp provides for Okta.

Keep these values secure; you will paste them into the Okta ClickUp application provisioning settings.

Configure SCIM provisioning in Okta for ClickUp

Next, connect Okta to ClickUp so SCIM provisioning can start.

  1. Sign in to Okta as an admin.

  2. Navigate to Applications and open your ClickUp SAML or OIDC application.

  3. Go to the Provisioning tab.

  4. Click Configure API Integration.

  5. Check Enable API integration.

  6. In the SCIM connector base URL field, paste the SCIM Base URL you copied from ClickUp.

  7. In the API token field, paste the SCIM API token from ClickUp.

  8. Click Test API Credentials to verify Okta can reach ClickUp.

  9. If the test succeeds, click Save.

After saving, Okta can send create, update, and deactivate commands to ClickUp through SCIM.

Set Okta to manage ClickUp user lifecycle

With the integration enabled, decide which operations Okta will perform in ClickUp.

  1. In the same Provisioning tab of the ClickUp app in Okta, scroll to To App settings.

  2. Enable the actions you want Okta to manage:

    • Create Users in ClickUp when they are assigned in Okta.
    • Update User Attributes when profile data changes in Okta.
    • Deactivate Users in ClickUp when access is removed in Okta.

  3. Click Save to apply the provisioning policy.

From this point on, user lifecycle events flow from Okta to ClickUp automatically according to these settings.

Map Okta attributes to ClickUp

Accurate attribute mapping ensures ClickUp accounts show the correct identity data.

Standard ClickUp attribute mappings

In Okta, open the Directory > Profile Editor or use the Mappings tab for the ClickUp application, then align these common fields:

  • userName → primary email or login used in ClickUp.
  • givenName → first name.
  • familyName → last name.
  • displayName → full name visible in ClickUp.
  • active → controls whether the user is active in ClickUp.

Make sure the email attribute that Okta sends is identical to the email used in ClickUp, otherwise duplicate accounts or failed updates may occur.

Optional custom attributes for ClickUp

Depending on your identity design, you can map additional attributes to ClickUp if the integration supports them, such as:

  • Secondary email or alias fields.
  • Department or team identifiers.
  • Manager or cost center attributes.

Use these carefully to avoid conflicts with existing ClickUp profile data.

Manage group-based access to ClickUp

Group assignments in Okta are a powerful way to control ClickUp access at scale.

  1. In Okta, create or choose groups that represent functional teams or access levels.

  2. Assign those groups to the ClickUp application.

  3. Optionally map groups to roles or permissions in ClickUp if your configuration supports it.

  4. When users join or leave these Okta groups, their ClickUp access is granted or revoked automatically.

This improves security and simplifies onboarding and offboarding for large organizations that rely on ClickUp every day.

Test SCIM provisioning with ClickUp

Before rolling out broadly, test a small set of accounts to confirm that Okta and ClickUp behave as expected.

  1. In Okta, pick a test user who does not yet exist in ClickUp.

  2. Assign that user to the ClickUp application.

  3. Trigger a manual provisioning sync if desired, or wait for Okta to run automatically.

  4. Sign in to ClickUp as an admin and confirm that a new user account appears with the correct attributes.

  5. Update the test user in Okta (for example, change last name) and check that the change appears in ClickUp.

  6. Deactivate or unassign the test user in Okta and verify the account is deactivated in ClickUp.

Troubleshooting Okta SCIM with ClickUp

If provisioning does not work as expected, run through these checks.

Verify credentials and connectivity

  • Confirm the SCIM Base URL in Okta matches the value from ClickUp exactly.
  • Regenerate the API token in ClickUp if you suspect it has been rotated or revoked, then update Okta.
  • Use the Test API Credentials button again in Okta.

Check user data and mappings

  • Ensure the user email in Okta matches the email stored in ClickUp.
  • Review attribute mappings to confirm required fields are being sent.
  • Make sure users are assigned to the ClickUp app and marked active.

Review logs and detailed documentation

Okta system logs can show SCIM errors such as invalid tokens, missing attributes, or permission issues. For step-by-step reference and screenshots, see the official documentation at this ClickUp Okta SCIM configuration guide.

Best practices for secure ClickUp provisioning

To keep your identity integration robust and secure, adopt these operational practices.

  • Limit SCIM token access in ClickUp to trusted admins.
  • Rotate the ClickUp SCIM token on a regular schedule and update Okta.
  • Use group-based provisioning in Okta rather than assigning users one by one.
  • Document your ClickUp attribute mappings and update them whenever your identity schema changes.
  • Test changes in a staging environment, if available, before affecting production users in ClickUp.

By combining Okta and ClickUp through SCIM, you centralize identity control, reduce manual admin work, and improve compliance around user lifecycle management.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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