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Business productivity ⇄ Accounting and finance

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

Keep ConnectWise 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 ConnectWise and Navan

Connect the financial records in Navan with the work happening in ConnectWise, 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. ConnectWise 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 Card Transactions, Connect Transactions, Manual Transactions, Bookings in Navan and Contacts, Service Tickets, Opportunities, Agreements in ConnectWise in sync, bi-directionally and in real time. Whatever records ConnectWise 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 Sync Card Transactions and Manual Transactions into Postgres or a warehouse so finance analyzes corporate spend in SQL without manual CSV exports.
  • 02 Push coded expense transactions into an accounting system, then set their ERP sync status in Navan so the same records are not exported twice.
  • 03 Keep configuration (asset) records aligned with an external CMDB or RMM tool.
  • 04 Sync time entries to payroll or BI tools for utilization analysis across technicians.

Common sync patterns

Where ConnectWise 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 ConnectWise 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 ConnectWise 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 ConnectWise 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.

ConnectWise objects Navan objects How this pairing syncs
Companies Client and prospect account records that anchor most other PSA data in a sync. Manual Transactions Out-of-pocket reimbursements and payroll submissions; synced for approval and reimbursement, then GL-coded back into Navan. Companies is specific to ConnectWise and Manual Transactions to Navan — each maps to any object or custom field on the other side.
Contacts People attached to companies, commonly synced against CRM contact records. 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. Contacts is specific to ConnectWise and Bookings to Navan — each maps to any object or custom field on the other side.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Service Tickets is specific to ConnectWise and Custom Fields to Navan — each maps to any object or custom field on the other side.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Receipts Receipt images tied to each transaction; fetched read-only through presigned URLs for archival in a warehouse or document store. Opportunities is specific to ConnectWise and Receipts to Navan — each maps to any object or custom field on the other side.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Repayments, Fees, and Adjustments Money-movement records including repayments, FX and platform fees, and credit or debit memos; read-only for reconciliation ledgers. Agreements is specific to ConnectWise and Repayments, Fees, and Adjustments to Navan — each maps to any object or custom field on the other side.
Projects Project and phase records synced for delivery tracking outside the PSA. Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Projects is specific to ConnectWise and Users to Navan — each maps to any object or custom field on the other side.

How changes propagate between ConnectWise 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.

ConnectWise Navan Sub-second propagation

DetectionConnectWise notifies Stacksync of record changes through webhook events. Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields.

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

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

Rate-limit considerations

  • ConnectWise: Subject to the platform's API rate limits per company and integration.
  • 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 ConnectWise ⇄ Navan

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise 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 ConnectWise or Navan record.

Observability

Monitoring

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

Trading partners

EDI

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

How the ConnectWise and Navan connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

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

    Choose tables

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

ConnectWise 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

Every pair below is a real-time, two-way sync. Search all 494 integrations available for ConnectWise and Navan.

Popular · 7 of 494
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