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Storage ⇄ ERP

Egnyte to Microsoft Dynamics NAV integration — real-time, two-way sync

Keep Egnyte and Microsoft Dynamics NAV 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 Egnyte and Microsoft Dynamics NAV

Move the documents and data that Microsoft Dynamics NAV produces into Egnyte as files, and let files stored in Egnyte update the records they belong to in Microsoft Dynamics NAV, continuously and without exports or manual filing.

Microsoft Dynamics NAV runs the business on structured records: Companies, Customers, Vendors, Items. Egnyte holds files and the metadata that describes them: Folders, Users, Groups, Permissions. The two do not share a customer table or an order ledger. What they share is documents. Nearly every record Microsoft Dynamics NAV touches produces a file that belongs in storage, whether an invoice, a purchase order, a statement, or a shipping doc, and many files that land in Egnyte, from signed contracts to vendor bills to receipts, describe a transaction Microsoft Dynamics NAV needs to record. Left unconnected, that link is maintained by hand: someone exports a PDF and drags it into a folder, or downloads a file and keys its details into a record.

Stacksync keeps Companies, Customers, Vendors, Items in Microsoft Dynamics NAV and Folders, Users, Groups, Permissions in Egnyte in sync, bi-directionally and in real time. A document and its details, the customer, the type, the date, an amount, an order or invoice number, are mapped field by field, so a file arrives in Egnyte already labeled and filed, and metadata captured against a stored file can create or update the matching record in Microsoft Dynamics NAV. Changes on either side show up within seconds, with conflict resolution in place of nightly exports and manual filing.

The result is that a transaction and the document that backs it stay together. Finance, operations, and audit teams find the file behind a record without digging through folders, and the record in Microsoft Dynamics NAV and the file in Egnyte never describe two different versions of the same document.

Common use cases

  • 01 Push ecommerce orders into NAV sales orders through published page services.
  • 02 Replicate G/L and ledger entries into a warehouse for consolidated finance reporting.
  • 03 Provision and deprovision Egnyte Users and Groups from an HRIS or IdP so folder access follows employee onboarding and offboarding.
  • 04 Two-way sync of Files and Folders between Egnyte and an operational database or another content store, keeping the folder hierarchy aligned.

Common sync patterns

Where Egnyte captures inbound files: details reach the record

A contract, vendor bill, or receipt added to Egnyte with its details can create or update the matching record in Microsoft Dynamics NAV, so a document captured outside the finance system still reaches the books.

An archive that stays current

As records change in Microsoft Dynamics NAV, the corresponding files and metadata in Egnyte are kept in step, so a stored document reflects the latest version rather than a stale one-time export.

Audit-ready retention

Every transaction's supporting file lives in Egnyte beside its metadata, giving finance and audit teams a complete, searchable trail tied back to the record in Microsoft Dynamics NAV.

What you can sync between Egnyte and Microsoft Dynamics NAV

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.

Egnyte objects Microsoft Dynamics NAV objects How this pairing syncs
Permissions Folder permissions listed, set, and removed via the Permissions API; effective permission for a user/folder is computable. Item Ledger Entries Inventory movement history read for stock and costing analytics. Permissions is specific to Egnyte and Item Ledger Entries to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. Dimensions Analytical codes carried on documents and entries for reporting splits. Links is specific to Egnyte and Dimensions to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. Companies Per-company data partitions that scope every sync. Metadata is specific to Egnyte and Companies to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. Customers Customer cards synced with CRMs so sales sees ERP balances and terms. Events and Audit reports is specific to Egnyte and Customers to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. Vendors Vendor cards aligned with procurement and AP tools. Files is specific to Egnyte and Vendors to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. Items Item cards and availability mirrored to ecommerce and planning systems. Folders is specific to Egnyte and Items to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.

How changes propagate between Egnyte and Microsoft Dynamics NAV

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.

Egnyte Microsoft Dynamics NAV Sub-second propagation

DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.

DeliveryEach detected change is applied to Microsoft Dynamics NAV as a row-level write, with types converted between the two schemas.

Microsoft Dynamics NAV Egnyte Sub-second propagation

DetectionChanges in Microsoft Dynamics NAV are captured at the source via change data capture — no polling loop against its API. Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases.

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

Rate-limit considerations

  • Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
What ships with Egnyte ⇄ Microsoft Dynamics NAV

Connect Egnyte and Microsoft Dynamics NAV for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Egnyte–Microsoft Dynamics NAV connection.

Real-time

Two-way sync

Changes in Egnyte or Microsoft Dynamics NAV instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Egnyte or Microsoft Dynamics NAV 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 Egnyte or Microsoft Dynamics NAV record.

Observability

Monitoring

Track your Egnyte ⇄ Microsoft Dynamics NAV sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Egnyte and Microsoft Dynamics NAV.

How the Egnyte and Microsoft Dynamics NAV connectors work

Egnyte

Integration surface
REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
Authentication
OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
Change detection
Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
Capabilities
read · write · webhooks
Rate limits
Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request

Microsoft Dynamics NAV

Integration surface
SOAP and OData web services published from NAV pages and codeunits; direct SQL Server access on-premises
Authentication
Windows authentication or NavUserPassword credentials
Change detection
Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases; no native webhooks
Capabilities
read · write · CDC
How it works

How to connect Egnyte to Microsoft Dynamics NAV — 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 Egnyte and Microsoft Dynamics NAV 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
    Egnyte connected
    Microsoft Dynamics NAV connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Egnyte and Microsoft Dynamics NAV 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 · Egnyte ⇄ Microsoft Dynamics NAV
    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
    Egnyte Microsoft Dynamics NAV
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Egnyte and Microsoft Dynamics NAV 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

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 495 integrations available for Egnyte and Microsoft Dynamics NAV.

Popular · 7 of 495
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