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ERP ⇄ Accounting and finance

Epicor ERP to Navan integration — real-time, two-way sync

Keep Epicor ERP 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 Epicor ERP and Navan

Keep Navan and Epicor ERP agreeing on customers, invoices, and balances, whether they split the finance workload or one is replacing the other.

A dedicated finance tool and an ERP end up side by side for practical reasons: a subsidiary runs lighter software than headquarters, billing runs in a specialist system while the enterprise system holds the wider view, or the company is mid-migration and both are live. Whatever the split, the two systems describe overlapping customers and transactions, and that overlap drifts without a live connection.

Stacksync syncs Custom Fields, Receipts, Repayments, Fees, and Adjustments, Users in Navan with Suppliers, Parts, Sales orders, Purchase orders in Epicor ERP in real time and in both directions. You decide which system wins on which field, and every change made in one is reflected in the other within seconds instead of at the next batch run.

Common use cases

  • 01 Pull Bookings by date range into a database to reconcile travel reservations against Card Transactions and monitor travel-policy spend.
  • 02 Sync Users and department mappings from an HRIS into reporting tables so every transaction is attributed to a cost center and manager.
  • 03 Keep supplier and purchase order data synced with procurement or AP automation tools.
  • 04 Sync shipment confirmations out to commerce platforms and customer portals as jobs complete.

Common sync patterns

Where Navan handles billing: invoices land in Epicor ERP

Invoices and payment activity from the billing side post through to the enterprise system automatically.

Migration without a hard cutover

When one system is replacing the other, run both in parallel with records matching until the switch is complete.

One customer and vendor master

Where both systems keep records of the same organizations, corrections made in either propagate to the other.

What you can sync between Epicor ERP 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.

Epicor ERP objects Navan objects How this pairing syncs
Parts Item masters that anchor inventory, BOM, and order line syncs. Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Parts is specific to Epicor ERP and Custom Fields to Navan — each maps to any object or custom field on the other side.
Sales orders Created from won CRM opportunities; status and line changes sync back out. Receipts Receipt images tied to each transaction; fetched read-only through presigned URLs for archival in a warehouse or document store. Sales orders is specific to Epicor ERP and Receipts to Navan — each maps to any object or custom field on the other side.
Purchase orders Synced with procurement systems and matched against receipts. Repayments, Fees, and Adjustments Money-movement records including repayments, FX and platform fees, and credit or debit memos; read-only for reconciliation ledgers. Purchase orders is specific to Epicor ERP and Repayments, Fees, and Adjustments to Navan — each maps to any object or custom field on the other side.
Jobs Production jobs whose status feeds shop-floor dashboards and delivery-date updates. Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Jobs is specific to Epicor ERP and Users to Navan — each maps to any object or custom field on the other side.
Quotes Estimates that pair with CRM opportunities during the sales cycle. 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. Quotes is specific to Epicor ERP and Card Transactions to Navan — each maps to any object or custom field on the other side.
AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. AR invoices is specific to Epicor ERP and Connect Transactions to Navan — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP 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.

Epicor ERP Navan Interval-based propagation

DetectionStacksync polls Epicor ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling on change-date fields.

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

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

Rate-limit considerations

  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
  • 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 Epicor ERP ⇄ Navan

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP 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 Epicor ERP or Navan record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Epicor ERP and Navan connectors work

Epicor ERP

Integration surface
REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
Authentication
API key combined with basic or token authentication, depending on version and deployment
Change detection
Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments

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

    Choose tables

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

Epicor ERP and Navan integration FAQ

SECURITY

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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 505 integrations available for Epicor ERP and Navan.

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