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CRM ⇄ Accounting and finance

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

Keep Gladly 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 Gladly and Navan

Sync customers, invoices, and payment status between Navan and Gladly in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Gladly knows the relationship: who the contacts are and what is in motion with the account. Navan knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Bookings, Custom Fields, Receipts, Repayments, Fees, and Adjustments in Navan to Topics, Tasks, Customer profiles, Conversations in Gladly with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

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 Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
  • 04 Mirror conversations and topics into a warehouse for CX analytics and staffing models.

Common sync patterns

Billing detail changes flow back

When a contact or address is corrected in Gladly, Navan gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Gladly when chasing a balance, and sales sees that the chase is happening.

Where Gladly tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Navan with the right billing details, so invoicing starts without re-keying.

What you can sync between Gladly 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.

Gladly objects Navan objects How this pairing syncs
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Manual Transactions Out-of-pocket reimbursements and payroll submissions; synced for approval and reimbursement, then GL-coded back into Navan. Conversations is specific to Gladly and Manual Transactions to Navan — each maps to any object or custom field on the other side.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. 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. Conversation items is specific to Gladly and Bookings to Navan — each maps to any object or custom field on the other side.
Agents User records used to attribute work in CX analytics. Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Agents is specific to Gladly and Custom Fields to Navan — each maps to any object or custom field on the other side.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Receipts Receipt images tied to each transaction; fetched read-only through presigned URLs for archival in a warehouse or document store. Topics is specific to Gladly and Receipts to Navan — each maps to any object or custom field on the other side.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Repayments, Fees, and Adjustments Money-movement records including repayments, FX and platform fees, and credit or debit memos; read-only for reconciliation ledgers. Tasks is specific to Gladly and Repayments, Fees, and Adjustments to Navan — each maps to any object or custom field on the other side.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Customer profiles is specific to Gladly and Users to Navan — each maps to any object or custom field on the other side.

How changes propagate between Gladly 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.

Gladly Navan Sub-second propagation

DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.

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

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

Rate-limit considerations

  • Gladly: Subject to the platform's API rate limits.
  • 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 Gladly ⇄ Navan

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly 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 Gladly or Navan record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Gladly and Navan connectors work

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

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

    Choose tables

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

Gladly 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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ISO 27001
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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 406 integrations available for Gladly and Navan.

Popular · 6 of 406
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