Microsoft Entra SSO integration with Insightly SAML

  • Article

In this tutorial, you learn how to integrate Insightly SAML with Microsoft Entra ID. When you integrate Insightly SAML with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to Insightly SAML.
  • Enable your users to be automatically signed-in to Insightly SAML with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

Prerequisites

To integrate Microsoft Entra ID with Insightly SAML, you need:

  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • Insightly SAML single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Microsoft Entra SSO in a test environment.

  • Insightly SAML supports IDP initiated SSO.

To configure the integration of Insightly SAML into Microsoft Entra ID, you need to add Insightly SAML from the gallery to your list of managed SaaS apps.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > New application.
  3. In the Add from the gallery section, type Insightly SAML in the search box.
  4. Select Insightly SAML from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, and walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Microsoft Entra SSO for Insightly SAML

Configure and test Microsoft Entra SSO with Insightly SAML using a test user called B.Simon. For SSO to work, you need to establish a link relationship between a Microsoft Entra user and the related user in Insightly SAML.

To configure and test Microsoft Entra SSO with Insightly SAML, perform the following steps:

  1. Configure Microsoft Entra SSO - to enable your users to use this feature.
    1. Create a Microsoft Entra ID test user - to test Microsoft Entra single sign-on with B.Simon.
    2. Assign the Microsoft Entra ID test user - to enable B.Simon to use Microsoft Entra single sign-on.
  2. Configure Insightly SAML SSO - to configure the single sign-on settings on application side.
    1. Create Insightly SAML test user - to have a counterpart of B.Simon in Insightly SAML that is linked to the Microsoft Entra ID representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO in the Microsoft Entra admin center.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > Insightly SAML > Single sign-on.

  3. On the Select a single sign-on method page, select SAML.

  4. On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.

    Screenshot shows how to edit Basic SAML Configuration.

  5. On the Basic SAML Configuration section, perform the following steps:

    a. In the Identifier textbox, type a URL using one of the following patterns:

    Identifier
    https://crm.na1.insightly.com/user/saml?instanceId=<ID>
    https://crm.au1.insightly.com/user/saml?instanceId=<ID>

    b. In the Reply URL textbox, type a URL using one of the following patterns:

    Reply URL
    https://crm.na1.insightly.com/user/saml?instanceId=<ID>
    https://crm.au1.insightly.com/user/saml?instanceId=<ID>

    Note

    These values are not real. Update these values with the actual Identifier and Reply URL. Contact Insightly SAML support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section in the Microsoft Entra admin center.

  6. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (Base64) and select Download to download the certificate and save it on your computer.

    Screenshot shows the Certificate download link.

  7. On the Set up Insightly SAML section, copy the appropriate URL(s) based on your requirement.

    Screenshot shows to copy configuration URLs.

Create a Microsoft Entra ID test user

In this section, you create a test user in the Microsoft Entra admin center called B.Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra ID test user

In this section, you enable B.Simon to use Microsoft Entra single sign-on by granting access to Insightly SAML.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Insightly SAML.
  3. In the app's overview page, select Users and groups.
  4. Select Add user/group, then select Users and groups in the Add Assignment dialog.
    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. If you're expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
    3. In the Add Assignment dialog, click the Assign button.

Configure Insightly SAML SSO

To configure single sign-on on Insightly SAML side, you need to send the downloaded Certificate (Base64) and appropriate copied URLs from Microsoft Entra admin center to Insightly SAML support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create Insightly SAML test user

In this section, you create a user called B.Simon in Insightly SAML. Work with Insightly SAML support team to add the users in the Insightly SAML platform. Users must be created and activated before you use single sign-on.

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following options.

  • Click on Test this application in Microsoft Entra admin center and you should be automatically signed in to the Insightly SAML for which you set up the SSO.

  • You can use Microsoft My Apps. When you click the Insightly SAML tile in the My Apps, you should be automatically signed in to the Insightly SAML for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure Insightly SAML you can enforce session control, which protects exfiltration and infiltration of your organization's sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.