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How to set up SSO between Upsales and Azure AD

Available in add-on:
Enterprise Security

Here's how to use Single Sign-On with Azure Active Directory.

  1. Activate the Enterprise Security add-on 
  2. Click Settings → Account → Security → Single sign-on:

    menu.jpg

  3. Scroll down and click the metadata file link to download:

    link.jpg

  4. Login to portal.azure.com
  5. Search for Azure Active Directory and click where it appears under Services:

    ad.png

  6. Click Enterprise Applications in the sidebar:

    ea.png

  7. Click Create your own application:

    create.png

  8. Enter Upsales in the name of your app field and click Integrate any other application you don't find in the gallery:

    integrate.png

  9. Click Single sign-on in the sidebar:

    sso.png

  10. Click Upload metadata file and upload the file you downloaded in Step 3:

    field.png

  11. This populates the field with information Azure requires for Step 1 of the SSO activation process
  12. You should see a blue circle with 2. This signifies Step 2 of the process. Click Edit:

    edit.png

  13. Click the row for Unique User Identifier (Name ID): 

    id.png

  14. In the source attribute field, choose user.mail. This is because Upsales matches users between Azure AD and Upsales by their email address:

    source.png

  15. Click Save and you're taken to Step 3. Click Edit:

    SAML.png

  16. Click +New certificate and click Save:

    new.png

  17. Click the three dots next to the certificate
  18. Click PEM certificate download
  19. Click Make certificate active:
    activate.png

  20. Copy the URL that appears:

    url.png

  21. In Upsales, go to Settings → Account → Security → Single sign-on
  22. Paste the URL you copied into the Log in URL field:

    urls.png

  23. Use a text editor (such as Notepad in Windows or TextEdit in Mac) to open the certificate you downloaded in Step 18
  24. Copy and paste the certificate text into the Add certificate field (the pasted text should start with ----BEGIN CERTIFICATE---- and end with ----END CERTIFICATE----:

    cert.jpg

  25. Click the toggle to activate SSO and that's it!

    toggle.jpg
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Articles in this section

  • Delete log
  • How to activate Single Sign-On (SSO)
  • How to activate SMS Authentication (2FA)
  • How to generate an API Key
  • How to restrict logins through IP addresses
  • How to set up SSO between Upsales and Azure AD
  • Q: Can I see if something has been deleted from Upsales?
  • Q: Is it possible to set SSO to Azure AD with Enterprise Security?
  • Q: What are the password requirements for Upsales users?
  • Q: Why do I get logged out after 60 minutes?

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