Integration: OneLogin

This article explains how to integrate OneLogin with Spotler CRM, enabling Single Sign-on (SSO) and other security features like Two-Factor or Multi-Factor Authentication. Once the integration is set up, users can authenticate to Spotler CRM using their OneLogin credentials, providing a streamlined and secure login process. The integration is available only in the Enterprise Plan of Spotler CRM. Follow the steps below to set up the integration.

On this page you have the following options:

• Overview OneLogin Integration
• Set up OneLogin Integration
• Disabling OneLogin Integration

Overview OneLogin Integration

OneLogin is a Single Sign-on (SSO) provider that allows you to log in to all your connected apps from one portal. It also supports Two-Factor and Multi-Factor Authentication, which enhances security by verifying the identity of users beyond just a password. The integration with Spotler CRM replaces the standard login process with OneLogin, ensuring secure and unified access to your CRM. This integration is available only in the Enterprise Plan of Spotler CRM.

Set up OneLogin Integration

The setup of OneLogin integration with Spotler CRM involves several steps to ensure proper configuration.

Please follow the steps below:

• Step 1 - Enabling OneLogin for Spotler CRM
• Step 2 - Create a OneLogin Account and Portal
• Step 3 - Configure the Spotler CRM App
• Step 4 - Configure OneLogin in Your CRM
• Step 5 - Download and Import the Certificate
• Step 6 - Complete the Configuration
• Step 7 - Your CRM Sign-in
• Step 8 - Add Users

Step 1 - Enabling OneLogin for Spotler CRM

To set up OneLogin in Spotler CRM, first verify that Single Sign-on is enabled. Go to Settings, then Integrations, and click on Single Sign-on. If the Single Sign-on option is not available, contact Customer Support to enable it.

Step 2 - Create a OneLogin Account and Portal

First, create an account at OneLogin and verify your email address. Follow the instructions in the verification email to set up your account.

Step 3 - Configure the Spotler CRM App

Log in to your OneLogin account, navigate to Apps on the navigation bar, and click the Add App button. Search for Spotler CRM and select it. There is no need to import any icons, so simply save the app.

Step 4 - Configure OneLogin in Your CRM

In Spotler CRM, go to the OneLogin integrations page and click the Setup button.

Next, in OneLogin, go to the SSO section, where you'll see three URLs: Issuer URL, SAML 2.0 Endpoint, and SLO Endpoint. Copy these URLs and paste them into the corresponding fields in Spotler CRM's integration page.

Step 5 - Download and Import the Certificate

In OneLogin, click the View Details link under the X.509 Certificate section and download the certificate as a .pem file. In Spotler CRM, click the Choose File button to upload the certificate.

Step 6 - Complete the Configuration

Once the certificate is uploaded, click Next in Spotler CRM. Copy the displayed login URL (highlighted in blue) and paste it into the SAML Consumer URL field in OneLogin, then click Save.

Step 7 - Your CRM Sign-in

Once the integration is complete, you can add Spotler CRM to your OneLogin portal. From the Apps/Company Apps page in OneLogin, select Spotler CRM, and add it for both yourself and your users. If you have other apps connected to OneLogin, they will also appear on this page.

Step 8 - Add Users

To add users, go to the Administration page in OneLogin, click Users, then New User. Fill in the user details and click Save User. If you have multiple users, you can import their information via a .csv file.

Disabling OneLogin Integration

If you need to disable OneLogin integration, go to Settings, then Integrations, and open Single Sign-on. Click the red Disable button. This will revert the login process to the standard login page.