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Business productivity ⇄ Accounting and finance

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

Keep Asana 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 Asana and Navan

Connect the financial records in Navan with the work happening in Asana, so both stay current without exports or copy-paste.

Navan holds the financial truth: who the customers are, what they were billed, what they paid. Asana is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Manual Transactions, Bookings, Custom Fields, Receipts in Navan and Sections, Custom fields, Stories, Users in Asana in sync, bi-directionally and in real time. Whatever records Asana keeps and whatever events it produces, the overlap with Navan is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • 01 Push coded expense transactions into an accounting system, then set their ERP sync status in Navan so the same records are not exported twice.
  • 02 Pull Bookings by date range into a database to reconcile travel reservations against Card Transactions and monitor travel-policy spend.
  • 03 Two-way sync of Tasks and their Custom fields between an Asana project and Postgres so ops teams work in SQL while project owners stay in Asana.
  • 04 Write closed deals or new orders from a CRM or ERP into Asana Tasks to launch delivery, onboarding, or fulfillment projects automatically.

Common sync patterns

Where Asana tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

Where Asana handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Navan next to the customer they are helping, without logging into the finance system.

Where Asana collects payments or triggers charges: events land in Navan

Payment and charge activity flows into Navan as it happens, so the books reflect reality without manual reconciliation.

What you can sync between Asana 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.

Asana objects Navan objects How this pairing syncs
Custom fields Typed fields (text, number, enum, multi-enum, date, people) defined at project or workspace level; mapped to database columns, with enum values written by option GID. Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Users Members of a workspace or organization referenced by assignee and follower fields; read to resolve GIDs to names and emails. Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Tags Labels applied across Tasks; synced as a many-to-many attribute for filtering and categorization. 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. Tags is specific to Asana and Card Transactions to Navan — each maps to any object or custom field on the other side.
Teams / Workspaces Organizational containers that hold projects and members; used to scope which projects a given sync covers. Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Teams / Workspaces is specific to Asana and Connect Transactions to Navan — each maps to any object or custom field on the other side.
Tasks The primary unit of work and main record; created, updated, completed, and deleted via REST and synced two-way. Subtasks are Tasks with a parent reference. Manual Transactions Out-of-pocket reimbursements and payroll submissions; synced for approval and reimbursement, then GL-coded back into Navan. Tasks is specific to Asana and Manual Transactions to Navan — each maps to any object or custom field on the other side.
Projects Collections of Tasks with a layout (list, board, timeline, calendar); each project maps to a synced table scope and its custom fields define the mapping. Bookings Flight, hotel, rail, and car reservations from the Booking API; pulled read-only by createdFrom/createdTo date range for trip and travel-spend reporting. Projects is specific to Asana and Bookings to Navan — each maps to any object or custom field on the other side.

How changes propagate between Asana 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.

Asana Navan Sub-second propagation

DetectionAsana notifies Stacksync of record changes through webhook events. Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete.

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

Navan Asana 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 Asana through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Asana: Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.
  • 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 Asana ⇄ Navan

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Asana 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 Asana or Navan record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Asana and Navan connectors work

Asana

Integration surface
REST API (app.asana.com/api/1.0, JSON responses), plus resource-scoped Webhooks and a sync-token Events API
Authentication
OAuth 2.0 for multi-user apps, Personal Access Tokens (PATs) for single-account use and testing, and organization-scoped Service Accounts (Enterprise) for admin-level access
Change detection
Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete; the sync-token Events API returns incremental changes on a task or project when webhooks are not used
Capabilities
read · write · webhooks
Rate limits
Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.

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

    Choose tables

    Pick the Asana 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 · Asana ⇄ 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
    Asana Navan
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Asana 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

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:

Related integrations

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