How Can I Transition From One SSO Provider to Another in Fivetran?

Question

How can I transition from one SSO provider to another?

Environment

Account settings

Answer

To transition from one SSO provider to another:

1. In Fivetran, go to Account Settings > General > Account Settings.
2. Under Authentication Settings, set Required authentication type to None. This lets users sign in with a password or the existing SSO while you configure and test the new provider.
3. Confirm that admin users can sign in with their email and password.
4. Follow the applicable SSO setup guide to configure the new provider in Fivetran.
5. Test the new SSO login using the Service Provider-initiated flow, following the guide's testing steps. Keep the existing SSO configuration enabled until the new one works.
6. After the test succeeds, set Required authentication type to SAML to require SSO for all users.