Okta Workforce HRaaS: Remove Special Characters from Username at Import

Do you struggle importing employees with special characters (like ä or é) in their name if you are using HRaaS with Okta (like Workday, BambooHR, Successfactors, ect)? This guide will explain how to use the User Import Inline Hook to normalize usernames during import.

This article guides you through 3 topics to set-up the User Import Inline Hook inside the Okta Workforce Identity Cloud (WIC):

  1. Set-up Okta Workflows
  2. Set-up Okta Inline Hook
  3. Set-up HRaaS app 

The screenshots are showing the Okta Identity Engine (OIE), but this guide will also work with Okta Classic. 

Set-up Okta Workflows 

First set up the workflow on Okta Workflows: 

  1. [Flows → New Flow] Create a new helper flow and follow this example or import hte flow from below
  1. [Flows → New Flow] Create the new main flow with an API and follow this example or import the flow from below

Copy your Invoke URL

  1. Alternatively download this flowpack: Flowpack
    1. Import the flowpack
    2. Update the username create defined by your rules (e.g. change the domain)
    3. Go to endpoint settings and copy your Invoke URL

Set-up Okta Inline Hook

Next step is to configure Okta to use the User Import Inline Hook against Okta Workflows: 

  1. Login to your Okta Admin Dashboard
  2. [Workflow → Inline Hooks] Add a new Inline Hook with the type User Importsome text
    1. If you can't see this hook type, create a support ticket to get it enabled in your tenant. 
  3. URL: The Invoke URL from Workflows 
  4. Save 

Set-up HRaaS app 

The last step is to configure your HRaaS app to use this inline hook: 

  1. Go to the settings page of your HRaaS app in Applications
  2. Go to ProvisioningTo Okta
  3. Edit Inline Hooks and choose your created User Import Inline Hook

Note: In this example I also switched the Application username format to Email in the tab Authentication.