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CRM ⇄ Accounting and finance

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

Keep Kustomer 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 Kustomer and Navan

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

Finance and sales describe the same customers in different systems. Kustomer 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 Card Transactions, Connect Transactions, Manual Transactions, Bookings in Navan to Custom Objects (Klasses), Users, Teams, Tags in Kustomer 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 Sync Card Transactions and Manual Transactions into Postgres or a warehouse so finance analyzes corporate spend in SQL without manual CSV exports.
  • 02 Push coded expense transactions into an accounting system, then set their ERP sync status in Navan so the same records are not exported twice.
  • 03 Keep customer attributes updated from billing systems so routing rules and SLAs reflect account value
  • 04 Escalate conversation-derived signals into the CRM as tasks or opportunities

Common sync patterns

Billing detail changes flow back

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

Collections with context

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

Where Kustomer 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 Kustomer 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.

Kustomer objects Navan objects How this pairing syncs
Users Agent records map conversation ownership to people in other systems. Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Teams Team assignments support routing parity and reporting. Repayments, Fees, and Adjustments Money-movement records including repayments, FX and platform fees, and credit or debit memos; read-only for reconciliation ledgers. Teams is specific to Kustomer and Repayments, Fees, and Adjustments to Navan — each maps to any object or custom field on the other side.
Tags Labels on conversations and customers sync for categorization and analytics. 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. Tags is specific to Kustomer and Card Transactions to Navan — each maps to any object or custom field on the other side.
Notes Internal annotations carry context alongside synced conversations. Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Notes is specific to Kustomer and Connect Transactions to Navan — each maps to any object or custom field on the other side.
Customers The central record whose timeline aggregates every interaction; external attributes sync onto it. Manual Transactions Out-of-pocket reimbursements and payroll submissions; synced for approval and reimbursement, then GL-coded back into Navan. Customers is specific to Kustomer and Manual Transactions to Navan — each maps to any object or custom field on the other side.
Conversations Support threads across channels sync outward for analytics and CRM context. 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. Conversations is specific to Kustomer and Bookings to Navan — each maps to any object or custom field on the other side.

How changes propagate between Kustomer 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.

Kustomer Navan Sub-second propagation

DetectionKustomer notifies Stacksync of record changes through webhook events. Outbound webhooks on record events, plus polling for backfill.

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

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

Rate-limit considerations

  • Kustomer: 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 Kustomer ⇄ Navan

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Kustomer 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 Kustomer or Navan record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Kustomer and Navan connectors work

Kustomer

Integration surface
REST API
Authentication
API key used as a bearer token, scoped by role
Change detection
Outbound webhooks on record events, plus polling for backfill
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 Kustomer 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 Kustomer 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
    Kustomer connected
    Navan connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Kustomer 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 413 integrations available for Kustomer and Navan.

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