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Accounting and finance

Anaplan to Navan integration — real-time, two-way sync

Keep Anaplan and Navan in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Anaplan and Navan

Keep the customer, invoice, and payment records that Anaplan and Navan share consistent in real time, whether the two systems split your finance stack or one is replacing the other.

Two finance systems in one company usually means one of two setups. Either the systems divide the work, with one issuing invoices or serving a business unit while the other holds the books, or one is on its way out and both must stay accurate during the transition. In both cases, the customer, invoice, and payment records the two systems share start to drift the moment updates are keyed twice or moved by hand.

Stacksync syncs Import and Export Actions, Processes, Cell Data, Models in Anaplan with Card Transactions, Connect Transactions, Manual Transactions, Bookings in Navan bi-directionally and in real time. A record created or corrected in either system appears in the other within seconds, with field-level mapping and conflict resolution in place of CSV exports and nightly batch jobs.

That matters most at close. When both systems agree on who was billed, what was paid, and what is outstanding, reconciliation stops being a hunt for which copy of the truth is current.

Common use cases

  • 01 Push approved plan and target numbers from Anaplan back to the CRM or compensation systems.
  • 02 Keep dimension lists (products, cost centers, territories) aligned with master data systems of record.
  • 03 Sync Card Transactions and Manual Transactions into Postgres or a warehouse so finance analyzes corporate spend in SQL without manual CSV exports.
  • 04 Push coded expense transactions into an accounting system, then set their ERP sync status in Navan so the same records are not exported twice.

Common sync patterns

Entity or business-unit roll-up

Where each system serves a different entity or unit, sync the shared records so group-level reporting starts from consistent data.

Parallel run during a migration

When one system is replacing the other, keep both live and matching through the cutover, so no transaction falls between the last export and go-live.

One customer master

A customer's name, billing details, or payment terms corrected in either system update the other immediately, so the next invoice always uses current information.

What you can sync between Anaplan and Navan

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Anaplan objects Navan objects How this pairing syncs
Modules Multidimensional grids of line items where plan data lives; the main read/write surface. Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Modules is specific to Anaplan and Custom Fields to Navan — each maps to any object or custom field on the other side.
Line Items The measures within a module, mapped to columns or metrics in syncs. Receipts Receipt images tied to each transaction; fetched read-only through presigned URLs for archival in a warehouse or document store. Line Items is specific to Anaplan and Receipts to Navan — each maps to any object or custom field on the other side.
Lists Dimension members (accounts, products, cost centers) synced from master data systems. Repayments, Fees, and Adjustments Money-movement records including repayments, FX and platform fees, and credit or debit memos; read-only for reconciliation ledgers. Lists is specific to Anaplan and Repayments, Fees, and Adjustments to Navan — each maps to any object or custom field on the other side.
List Items Individual dimension members created or updated from external systems of record. Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. List Items is specific to Anaplan and Users to Navan — each maps to any object or custom field on the other side.
Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. Card Transactions Navan physical and virtual card spend; read via GET, then GL codes, cost centers, and ERP sync status are written back per transaction through the transaction update endpoint. Versions is specific to Anaplan and Card Transactions to Navan — each maps to any object or custom field on the other side.
Import and Export Actions Predefined data-movement definitions the Bulk API executes. Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Import and Export Actions is specific to Anaplan and Connect Transactions to Navan — each maps to any object or custom field on the other side.

How changes propagate between Anaplan and Navan

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Anaplan Navan Interval-based propagation

DetectionStacksync polls Anaplan for changes on an incremental schedule, reading only records changed since the previous pass. Polling and scheduled export actions.

DeliveryEach detected change is written to Navan through its API, with automatic retries and rate-limit backoff.

Navan Anaplan Sub-second propagation

DetectionNavan notifies Stacksync of record changes through webhook events. Navan's Expense API supports webhooks for transaction and expense events.

DeliveryEach detected change is written to Anaplan through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Anaplan: Subject to the platform's API rate limits; large data movements are designed to run through bulk actions.
  • Navan: Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.
What ships with Anaplan ⇄ Navan

Connect Anaplan and Navan for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Navan connection.

Real-time

Two-way sync

Changes in Anaplan or Navan instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Anaplan or Navan data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Anaplan or Navan record.

Observability

Monitoring

Track your Anaplan ⇄ Navan sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Anaplan and Navan.

How the Anaplan and Navan connectors work

Anaplan

Integration surface
REST APIs: a Bulk API that runs predefined import/export actions and a transactional API for model metadata and cell data
Authentication
Token-based sessions obtained via basic authentication, CA certificates, or OAuth 2.0 through Anaplan's authentication service
Change detection
Polling and scheduled export actions; the platform does not expose change events
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; large data movements are designed to run through bulk actions

Navan

Integration surface
REST (Expense API and Booking API)
Authentication
OAuth 2.0 client-credentials flow; an admin creates a client_id and client_secret under Settings > Integrations and exchanges them at Navan's OAuth token endpoint for a short-lived bearer token that is refreshed on expiry (separate US and EU regional hosts)
Change detection
Navan's Expense API supports webhooks for transaction and expense events; sync engines also poll GET endpoints with date-range and updatedAt filters (createdFrom/createdTo for bookings) to backfill history and reconcile. There is no database-level CDC.
Capabilities
read · write · webhooks
Rate limits
Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.
How it works

How to connect Anaplan to Navan — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Anaplan and Navan with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Anaplan connected
    Navan connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Anaplan and Navan objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Anaplan ⇄ Navan
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Anaplan Navan
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Anaplan and Navan integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

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