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Integrate OneLogin SSO

Administrators only

Let your team sign into Tallyfy with their OneLogin credentials using SAML-based Single Sign-On (SSO).

  • OneLogin administrator account
  • A Tallyfy administrator account on any paid plan
  • The Tallyfy SP values from the SSO wizard (shown when you pick OneLogin)
  1. Create a OneLogin SAML application connector
  2. Configure SAML settings in both systems
  3. Paste the OneLogin metadata into the Tallyfy wizard, test, and enable

This diagram shows the OneLogin-Tallyfy SAML setup and authentication flow.

SAML integration flowAdminOneLoginTallyfyUser 1. Open SSO wizard, copy SP values2. Create app, enter SP values3. Map attributes4. Get metadata5. Paste metadata in wizard6. Test connection7. Enable SSO8. Access SSO URL9. Redirect to login10. Enter credentials11. Validate12. Send SAML assertion13. Grant access
  • You configure both OneLogin and Tallyfy yourself, no support hand-off
  • After setup, users access Tallyfy through a special SSO URL
  • New users from a verified domain are provisioned on first login when auto-join is on
  1. Sign in to your OneLogin portal

  2. Open the Administration menu

  3. Go to Applications > Applications

  4. Click Add App

    The OneLogin Applications menu open, with the Applications item and the Add App button underlined in red.

Step 2: Select and configure the connector

Section titled “Step 2: Select and configure the connector”
  1. Search for “SAML Custom Connector” (or “SAML Test Connector” in older OneLogin versions)

  2. Select SAML Custom Connector (Advanced)

  3. Set the Display Name to “Tallyfy”

  4. Click Save

    OneLogin's Add SAML Test Connector (Advanced) page with the display name set to Tallyfy Production Connector.

You’ll need Tallyfy’s SAML values to configure OneLogin:

  1. In Tallyfy, go to Settings > Organization > Security > SSO

  2. Start a new connection and pick OneLogin as the provider

  3. Copy the SP ACS URL and SP Entity ID shown on the first step of the wizard

    Tallyfy Org Settings with no markings, showing the Add Configuration Details button and a greyed out SSO / SAML switch. Tallyfy's read-only SP ACS URL and SP Entity ID fields, numbered 1 and 2 in red, each with a copy button.

  1. Go to the Configuration tab in your OneLogin application connector

  2. Enter the Tallyfy SP ACS URL into the ACS (Consumer) URL field

  3. Enter the same URL into the Recipient field

  4. Enter the Tallyfy SP Entity ID into the Audience (EntityID) field

  5. Enter the ACS URL again into the ACS (Consumer) URL Validator field

  6. Click Save

    The OneLogin Configuration tab with Tallyfy addresses entered for Audience, Recipient and ACS (Consumer) URL.

  1. Go to the Parameters tab in your OneLogin application
  2. Add the three parameters below

Add these three parameters and check Include in SAML assertion for each:

Parameter NameValue
EmailEmail
FirstNameFirst Name
LastNameLast Name
OneLogin parameters list mapping Email, FirstName and LastName to custom parameters, with the add button underlined.

To add each parameter:

  1. Click the + button in the top-right corner of the parameters table

  2. Enter the parameter name (e.g., “Email”) and map it to the matching user attribute

  3. Check Include in SAML assertion

  4. Click Save

    OneLogin's New Field dialog with FirstName as the field name and Include in SAML assertion checked. The FirstName parameter in OneLogin with its value dropdown open and First Name highlighted in the list.

  1. Go to the Access tab in your OneLogin application

  2. Select the appropriate roles or users

  3. In this example, we’re using the Default role

  4. Click Save

    The Access tab of a OneLogin SAML Test Connector (IdP w/attr) app with the Default role selected.

Phase 3: Configure Tallyfy with OneLogin info

Section titled “Phase 3: Configure Tallyfy with OneLogin info”

OneLogin can hand you a metadata link, which is the easiest thing to paste into Tallyfy.

  1. Go to the SSO tab in your OneLogin application

    The OneLogin SSO tab with the SAML 2.0 endpoint, issuer URL and certificate View Details link numbered 1, 2 and 3 in red.

  2. Copy the Issuer URL value. OneLogin’s metadata URL is usually the issuer with /metadata on the end.

  3. If you’d rather enter values by hand, note the SAML 2.0 Endpoint (HTTP), the Issuer URL, and the X.509 Certificate.

Step 2: Paste the metadata into Tallyfy and test

Section titled “Step 2: Paste the metadata into Tallyfy and test”

Back in the Tallyfy SSO wizard (Settings > Organization > Security > SSO), move to the Enter IdP details step:

  1. Metadata URL - paste OneLogin’s metadata link. Tallyfy fetches and parses it. Easiest option.

  2. Manual entry - enter the SAML 2.0 Endpoint (HTTP), the Issuer URL, and the X.509 Certificate instead.

  3. Run the Test connection step and fix anything it flags.

  4. Once the test passes, enable the connection.

    Tallyfy's Add configuration details form with the SSO URL, issuer ID and X.509 certificate fields numbered 1 to 3.

After completing the setup:

  1. Get your org’s SSO login URL from the SSO wizard (it’s shown next to the connection)

  2. Share this URL with team members who have access to the OneLogin application

    The Tallyfy login URL field in the SAML settings, with part of the address covered in blue and a copy button beside it.

When users access Tallyfy through this URL:

  • Existing Tallyfy users sign in automatically
  • New users from a verified domain get provisioned on first login when auto-join is on. Verify your domain under the Domains tab first. See Domain verification.

Running into auth issues? Check these common culprits:

  • The user hasn’t been assigned to the OneLogin application
  • Parameter mappings don’t match exact names - even a tiny typo breaks things
  • The Include in SAML assertion flag isn’t checked
  • Users are going to the regular Tallyfy login page instead of the SSO URL
  • Still stuck? Contact Tallyfy Support

SAML signs people in. SCIM keeps your roster in sync. With OneLogin provisioning on, OneLogin pushes user adds and removals to Tallyfy automatically, so accounts track your directory and you stop paying for people who’ve left.

  1. In Tallyfy, go to Settings > Organization > Security > SCIM and turn SCIM on
  2. Copy the Base URL and the bearer token (the token shows once, so store it safely)
  3. In OneLogin, open your Tallyfy app and go to the Configuration tab
  4. Paste the Tallyfy Base URL into the SCIM Base URL field and the bearer token into SCIM Bearer Token, then enable the API connection
  5. On the Provisioning tab, turn provisioning on and enable create, update, and delete actions

To map OneLogin roles to Tallyfy roles, provision groups whose names match Tallyfy’s reserved group names (for example tallyfy-admins). Full details are in SCIM provisioning.