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Integrate with Heap

Use JumpCloud SAML Single Sign On (SSO) to give your users convenient but secure access to all their web applications with a single set of credentials. Automatically provision, update and deprovision users and groups in Heap from JumpCloud using the Identity Management (SCIM) integration. Leverage this integration to centralize user lifecycle, user identity, and group management in JumpCloud for Heap. Save time and avoid mistakes, as well as potential security risks, related to manually creating users.

Read this article to learn how to setup the Heap integration.

Prerequisites

  • A JumpCloud administrator account.
  • JumpCloud SSO Package or higher or SSO add-on feature.
  • A Heap user account with administrator permissions
  • Heap Premier plan and Heap ID.
  • SAML SSO must be configured to use SCIM.

Important Considerations

  • Once SSO is enabled, it will be enforced as mandatory for all non-Admins in your Heap workspace.
  • Heap SCIM API is based on version 2.0 of the SCIM standard.
  • If a user already has a Heap account outside your organization, they will need to delete their account and have their account re-made in the correct organization.
  • If you need to update the SCIM token, you must deactivate the IdM integration, update the token, and then reactivate the integration.
  • Once SCIM provisioning is enabled, you will be unable to add or remove teammates in Heap and can only add or remove them via JumpCloud.
  • Heap does not currently support updating a user’s email or username once it has been set. Trying to update a user’s email will result in a new, separate account being created for the new email.
  • Groups are supported.

Attribute Considerations

  • A default set of attributes are managed for users. See the Attribute Mappings section for more details.

Creating a new JumpCloud Application Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Navigate to USER AUTHENTICATION > SSO Applications.
  3. Click + Add New Application.
  4. Type the name of the application in the Search field and select it.
  5. Click Next.
  6. In the Display Label, type your name for the application. Optionally, you can enter a Description, adjust the User Portal Image and choose to hide or Show in User Portal.

Note:

If this is a Bookmark Application, enter your sign-in URL in the Bookmark URL field.

  1. Click Save Application.
  2. If successful, click:
    • Configure Application and go to the next section.
    • Close to configure your new application at a later time.

Configuring the SSO Integration

To configure JumpCloud

  1. Create a new application or select it from the Configured Applications list.
  2. Select the SSO tab.
  3. Replace any instances of YOUR_ID with your Heap ID.
  4. Add or change any attributes.
  5. Click save.

Download the certificate

  1. Find your application in the Configured Applications list and click anywhere in the row to reopen its configuration window.
  2. Select the SSO tab and click IDP Certificate Valid > Download certificate.

Tip:

The certificate.pem will download to your local Downloads folder.

To configure Heap

  1. In Heap, navigate to Account > Manage > Account settings.
  2. Enter the following information: 
    • Your SAML Identity Provider certificate – copy and paste the contents of the certificate downloaded in the previous section.
    • Remote login URL – copy and paste the JumpCloud IDP URL.
    • Logout landing URL (optional) – enter https://console.jumpcloud.com/userconsole.
  3. Click Save Configuration.
  4. Test the SSO connection by navigating to Account > Manage > Account Settings.

Authorizing User SSO Access

Users are implicitly denied access to applications. After you connect an application to JumpCloud, you need to authorize user access to that application. You can authorize user access from the Application Configuration panel or from the Groups Configuration panel. 

To authorize user access from the Application Configuration panel

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications, then select the application to which you want to authorize user access.
  3. Select the User Groups tab. If you need to create a new group of users, see Get Started: User Groups.
  4. Select the check box next to the group of users you want to give access.
  5. Click save. 

To learn how to authorize user access from the Groups Configuration panel, see Authorize Users to an SSO Application.

Validating SSO authentication workflow(s)

IdP Initiated

  • Access the JumpCloud User Console.
  • Select the application’s tile.
  • The application will launch and login the user.

SP Initiated

  • Navigate to your Service Provider application URL.
  • You will be redirected to log in to the JumpCloud User Portal.
  • The browser will be redirected back to the application and be automatically logged in.

Configuring the Identity Management Integration

To configure Heap

  1. Configure or ensure SSO is setup between Heap and JumpCloud. 
  2. In Heap, go to Account > Manage > Account settings.
  3. Click Enable SCIM Provisioning in the Single Sign-On section.
  4. Select the role you would like new users to be given by default. This can be edited later and individual users can be given different roles after they have been added to Heap.
  5. Copy the Bearer Token.

To configure JumpCloud

  1. Create a new application or select it from the Configured Applications list.
  2. Select the Identity Management tab.
  3. Select the Enable management of User Groups and Group Membership in this application checkbox if you want to provision, manage, and sync groups in Heap from JumpCloud.
  4. Click Configure.
  5. You’re presented with two fields:
  • *Base URL: Enter the Provisioning URL for Heap. (e.g., https://heapanalytics.com/scim/v2/[tenant])
  • Token Key: Paste the Bearer Token you generated/copied when configuring Heap.
  1. Click Activate.
  2. You will receive a confirmation that the Identity Management integration has been successfully verified.
  3. Click save.
  4. You can now connect user groups to the application in JumpCloud to provision the members of that group in Heap. Learn how to Authorize Users to an Application.

Attribute Mappings

The following table lists attributes that JumpCloud sends to the application. See Attribute Considerations for more information regarding attribute mapping considerations. 

Learn about JumpCloud Properties and how they work with system users in our API. 

Heap Attributes

JumpCloud Property JumpCloud UI Field Name SCIM v2 Mapping Heap Value
username Username userName userName
firstname First Name name.givenName First Name
lastname Last Name name.familyName Last Name
    role Heap Role

Group Attributes

JumpCloud Property JumpCloud UI Field Name SCIM v2 Mapping Application Value
name Name displayName Name

Group Management Considerations

Enabling Group Management

You must select the Enable management of User Groups and Group Membership in this application option to manage groups and group membership in the application from JumpCloud.

Group Provisioning and Syncing 
  • Empty groups are not created.
  • JumpCloud takes over management of existing groups in the application when the user group name in JumpCloud matches the name of the group in the application.
  • All user groups associated with the application in JumpCloud are synced. Syncing occurs whenever there is a membership or group change event.
  • Group renaming is supported.
  • If a user group is disassociated from the application in JumpCloud, syncing immediately stops and the group is left as-is in the application. All members of that user group are deactivated in the application unless they are associated with another active application group that is managed from JumpCloud.
Group Deletion
  • Managed groups deleted in JumpCloud are deleted in the application.
  • All members of the deleted group are deactivated in the application, unless they are associated with another active application group that is managed from JumpCloud.
Disabling Group Management
  • You can disable group and group membership management by unchecking the Enable management of User Groups and Group Membership in this application option.
  • The managed groups and group membership are left as-is in the application.
  • JumpCloud stops sending group membership information for the user, but the user’s identity will continue to be managed from JumpCloud.

Importing Users

This functionality is helpful if users have already been created in the application but have not been created in JumpCloud.

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application and click to open its configuration panel. 
  4. Select the Identity Management tab.
  5. Click manual import.
  6. Select the users you want to create in JumpCloud from the application from the list of users that appear. Users in the list have two import statuses:
    • New – user has not been imported.
    • Imported – user has been imported and has an account in JumpCloud.

Tip: Try using the New Users-only filter when selecting users to import. This will move all of your new users to the top of the list, making them easier to identify and select.

  1. Click import.
    • If you are importing less than 100 users, your import results will display in real time and you can continue onboarding your users. 
    • If you have more than 100 users being imported, JumpCloud will send you an email when your import is complete.
  1. You can now connect and grant users access to all their JumpCloud resources. Learn more in the Authorize Users to an Application and Connecting Users to Resources articles.

Warning: Imported users must be members of a user group bound to an application for JumpCloud to manage their identity in, and access to, the application.

SCIM Directory Insights Events

The following Directory Insights (DI) events provide visibility into failures and detailed information about the user and group data being added or updated from HR or other external solutions to JumpCloud.

Note:

Customers with no package or the Device Management Package will need to add the Directory Insights à la carte option. Directory Insights is included in all other packages.

SCIM DI Integration Events

Event Name Event Description
idm_integration_activate Logged when an IT admin attempts to activated new SCIM Identity Management integration.
idm_integration_update Logged when an IT admin attempts to update a configured and activated SCIM Identity Management integration.
idm_integration_reauth Logged when an IT admin attempts to change the credentials for an activated SCIM Identity Management integration.
idm_integration_delete Logged when an IT admin attempts to deactivate an activated SCIM Identity Management integration.

SCIM DI User Events

Event Name Event Description
user_create_provision Logged when JumpCloud tries to create a new user in service provider application.
user_update_provision Logged when JumpCloud tries to update an existing user in service provider application.
user_deprovision Logged when JumpCloud tries to change an existing user to inactive in the service provider application.
user_delete_provision Logged when JumpCloud tries to delete an existing user in service provider application.
user_lookup_provision Logged when JumpCloud encounters an issue when trying to lookup a user to determine if the user needs to be created or updated.

SCIM DI Group Events

Event Name Event Description
group_create_provision Logged when JumpCloud tries to create a new group in service provider application.
group_update_provision Logged when JumpCloud tries to update an existing group in service provider application.
group_delete_provision Logged when JumpCloud tries to delete an existing group in service provider application.

Removing the Integration

Important:

These are steps for removing the integration in JumpCloud. Consult your SP's documentation for any additional steps needed to remove the integration in the SP. Failure to remove the integration successfully for both the SP and JumpCloud may result in users losing access to the application.

To deactivate the IdM Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to deactivate and click to open its details panel. 
  4. Under the company name and logo on the left hand panel, click the Deactivate IdM connection link.
  5. Click confirm. 
  6. If successful, you will receive a confirmation message.

To deactivate the SSO Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to deactivate and click to open its details panel. 
  4. Select the SSO tab.
  5. Scroll to the bottom of the configuration.
  6. Click Deactivate SSO or Deactivate Bookmark. 
  7. Click save. 
  8. If successful, you will receive a confirmation message.

To delete the application

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to delete.
  4. Check the box next to the application to select it.
  5. Click Delete.
  6. Enter the number of the applications you are deleting
  7. Click Delete Application.
  8. If successful, you will see an application deletion confirmation notification.
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