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CRM ⇄ Accounting and finance

Infor CRM to Navan integration — real-time, two-way sync

Keep Infor CRM 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 Infor CRM and Navan

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

Finance and sales describe the same customers in different systems. Infor CRM 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 Leads, Opportunities, Tickets, Activities in Infor CRM 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 Support a migration to another CRM by running both systems in sync during the transition.
  • 04 Run a two-way sync between Infor CRM accounts and contacts and a Postgres database so internal tools read CRM data with SQL.

Common sync patterns

Payment status on the account

Invoice and payment status from Navan appears on the account in Infor CRM, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

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

Collections with context

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

What you can sync between Infor CRM 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.

Infor CRM objects Navan objects How this pairing syncs
Leads Unqualified records synced in from marketing sources. Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Leads is specific to Infor CRM and Connect Transactions to Navan — each maps to any object or custom field on the other side.
Opportunities Pipeline records synced out for forecasting and reporting. Manual Transactions Out-of-pocket reimbursements and payroll submissions; synced for approval and reimbursement, then GL-coded back into Navan. Opportunities is specific to Infor CRM and Manual Transactions to Navan — each maps to any object or custom field on the other side.
Tickets Service records synced with helpdesk and field service systems. 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. Tickets is specific to Infor CRM and Bookings to Navan — each maps to any object or custom field on the other side.
Activities Calls, meetings, and tasks synced for engagement reporting. Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Activities is specific to Infor CRM and Custom Fields to Navan — each maps to any object or custom field on the other side.
Campaigns Marketing containers linked to leads and opportunities. Receipts Receipt images tied to each transaction; fetched read-only through presigned URLs for archival in a warehouse or document store. Campaigns is specific to Infor CRM and Receipts to Navan — each maps to any object or custom field on the other side.
Custom entities Deployment-specific objects added through the customizable entity model. Repayments, Fees, and Adjustments Money-movement records including repayments, FX and platform fees, and credit or debit memos; read-only for reconciliation ledgers. Custom entities is specific to Infor CRM and Repayments, Fees, and Adjustments to Navan — each maps to any object or custom field on the other side.

How changes propagate between Infor CRM 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.

Infor CRM Navan Interval-based propagation

DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.

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

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

Rate-limit considerations

  • Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
  • 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 Infor CRM ⇄ Navan

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor CRM 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 Infor CRM or Navan record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Infor CRM and Navan connectors work

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.

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

    Choose tables

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

Infor CRM 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 517 integrations available for Infor CRM and Navan.

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