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Business productivity ⇄ ERP

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

Keep Gainsight 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 Gainsight and Microsoft Dynamics NAV

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Gainsight and Microsoft Dynamics NAV.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Gainsight is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs CTA (Call to Action), Scorecard Fact, Timeline Activity, Success Plan in Gainsight with Items, Sales Orders & Invoices, Purchase Orders, G/L Entries in Microsoft Dynamics NAV bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • 01 Read Timeline Activities and Success Plan objectives into a reporting database for churn, QBR, and CSM-productivity dashboards.
  • 02 Keep Relationship records aligned with a billing system or ERP so multi-product customers map to the correct contracts and invoices.
  • 03 Replicate G/L and ledger entries into a warehouse for consolidated finance reporting.
  • 04 Keep inventory availability current in storefronts and customer portals.

Common sync patterns

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Gainsight faces customers and Microsoft Dynamics NAV carries account records

Order, invoice, or account status from Microsoft Dynamics NAV appears alongside the customer in Gainsight, so front-line teams answer from live data.

Where Gainsight collects payments: transactions post through

Payment events sync into Microsoft Dynamics NAV as they occur, keeping the enterprise records current without manual entry.

What you can sync between Gainsight 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.

Gainsight objects Microsoft Dynamics NAV objects How this pairing syncs
Company Customer/account master in Gainsight CS; two-way synced with CRM and warehouse customer tables to keep ARR, owner, and renewal fields aligned. Companies Per-company data partitions that scope every sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Success Plan Account objectives with associated tasks; read out for reporting or synced with project tools tracking onboarding and adoption. Items Item cards and availability mirrored to ecommerce and planning systems. Success Plan is specific to Gainsight and Items to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Task and Playbook Cockpit tasks generated from CTAs and playbooks; synced with Jira or Asana so execution happens in the team's own tool. Sales Orders & Invoices Sales documents created from external orders and read back for posting status. Task and Playbook is specific to Gainsight and Sales Orders & Invoices to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Custom Objects Org-specific MDA tables with the __gc suffix; discoverable via the Describe API so field mappings can be generated automatically. Purchase Orders Purchasing documents reconciled with receiving and vendor systems. Custom Objects is specific to Gainsight and Purchase Orders to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Person (People) Contacts associated to companies through the Company Person junction; synced two-way with CRM contacts and warehouse person records. G/L Entries Posted ledger entries replicated to warehouses for finance reporting. Person (People) is specific to Gainsight and G/L Entries to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.
Relationship Sub-units within a company for multi-product or multi-team accounts; synced so each maps to the right contract in billing or an ERP. Item Ledger Entries Inventory movement history read for stock and costing analytics. Relationship is specific to Gainsight and Item Ledger Entries to Microsoft Dynamics NAV — each maps to any object or custom field on the other side.

How changes propagate between Gainsight 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.

Gainsight Microsoft Dynamics NAV Interval-based propagation

DetectionStacksync polls Gainsight for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object.

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

Microsoft Dynamics NAV Gainsight 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 Gainsight through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Gainsight: Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
What ships with Gainsight ⇄ Microsoft Dynamics NAV

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

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

Real-time

Two-way sync

Changes in Gainsight 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 Gainsight 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 Gainsight or Microsoft Dynamics NAV record.

Observability

Monitoring

Track your Gainsight ⇄ 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 Gainsight and Microsoft Dynamics NAV.

How the Gainsight and Microsoft Dynamics NAV connectors work

Gainsight

Integration surface
REST APIs (per-object) and asynchronous Bulk REST API
Authentication
API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported
Change detection
Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint
Capabilities
read · write
Rate limits
Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.

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 Gainsight 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 Gainsight 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
    Gainsight connected
    Microsoft Dynamics NAV connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Gainsight 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.

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DPF US-EU-UK-CH
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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 509 integrations available for Gainsight and Microsoft Dynamics NAV.

Popular · 5 of 509
All Gainsight integrations All Microsoft Dynamics NAV integrations Browse all integrations
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