How do I set up a SAML 2.0 SSO integration?

You will need to create a SAML 2.0 app or connector and email your Customer Success Manager or the Metadata XML file.

See the steps below for general guidance on how to set this up with your provider and pull the required information. Please note: below steps provide general guidance but the configuration varies based on the provider. 

  1. Log in to your company’s identity provider that supports SAML 2.0 with admin access. 
  2. Create a new SAML 2.0 app or connector called "TripActions."
  3. Set the service URL to
  4. Set the identifier or audience to
  5. Map the Standard NameID claim to the user ID, login ID or email address.
  6. Create the following claims/assertions configurations:
    1. ‘email’ -- mapped to the user email address.
    2. ‘Given_name‘ -- mapped to the user's first name.
    3. ‘family_name ’-- mapped to the user's last name.
    4. ‘​nameID’ -- mapped to user’s email or login (required).
    5. ‘phone_number’ -- mapped to the user's phone number (optional).
  7. Email your Customer Success Manager or with the SAML 2.0 metadata XML file for the SAML 2.0 provider.

The configuration will appear something like this:


The Zendesk support article linked here may have helpful instructions for configuring this information in your provider. One important distinction is that the NameID claim is required, not optional.


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