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ERP ⇄ Analytics

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

Keep Microsoft Dynamics NAV and Pendo 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 Microsoft Dynamics NAV and Pendo

Put Microsoft Dynamics NAV's records into Pendo as live data for reporting and dashboards, without nightly exports, and send the segments and metrics Pendo computes back where Microsoft Dynamics NAV can use them.

ERP data is some of the most requested data for analysis and some of the hardest to pull: the record types are many, the APIs are strict, and export jobs break on every upgrade. Whether Microsoft Dynamics NAV carries financials, operations, workforce data, or all three, those numbers belong in Pendo, next to the product, behavioral, and web data the team already measures.

Stacksync syncs Sales Orders & Invoices, Purchase Orders, G/L Entries, Item Ledger Entries from Microsoft Dynamics NAV into Pendo continuously, handling API limits and schema drift as it goes, so each record type arrives as Feature Events, Page Events, Guide Events, Poll / NPS Responses ready to report on. The connection is bi-directional, so segments, scores, and metrics computed in Pendo can be written back to fields in Microsoft Dynamics NAV where that is useful.

Common use cases

  • 01 Push warehouse-computed Account attributes (plan, ARR, renewal date, health score, CSM owner) onto Pendo Accounts via the Metadata API so segments and guide targeting stay current.
  • 02 Set custom Visitor fields (role, lifecycle stage, entitlement) from the warehouse so in-app guides reach the right users without manual CSV uploads.
  • 03 Sync customers, items, and orders between NAV and a CRM in both directions.
  • 04 Push ecommerce orders into NAV sales orders through published page services.

Common sync patterns

Where Microsoft Dynamics NAV runs order-to-cash: customer and account analytics

Orders, invoices, and account records from Microsoft Dynamics NAV join the behavioral and usage data Pendo already tracks, so customer analysis spans activity and dollars in one view.

Where Microsoft Dynamics NAV runs operations: inventory and fulfillment metrics

Operational records from Microsoft Dynamics NAV become measurable in Pendo, joinable with the rest of what the company tracks for supply and fulfillment reporting.

Where Microsoft Dynamics NAV is the HR system of record: workforce and cost analysis

Worker and organization data from Microsoft Dynamics NAV syncs into Pendo for headcount, cost, and utilization reporting alongside other company data.

What you can sync between Microsoft Dynamics NAV and Pendo

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.

Microsoft Dynamics NAV objects Pendo objects How this pairing syncs
Dimensions Analytical codes carried on documents and entries for reporting splits. Feature Events Click/interaction events on tagged features, read-only through the Aggregation API over an event-time window and joined to the Feature definitions. Dimensions is specific to Microsoft Dynamics NAV and Feature Events to Pendo — each maps to any object or custom field on the other side.
Companies Per-company data partitions that scope every sync. Page Events Page-view events for tagged pages; read-only via the Aggregation API, used for adoption and path analysis in a warehouse. Companies is specific to Microsoft Dynamics NAV and Page Events to Pendo — each maps to any object or custom field on the other side.
Customers Customer cards synced with CRMs so sales sees ERP balances and terms. Guide Events Guide seen/advanced/dismissed and step events for in-app walkthroughs; read-only through the Aggregation API to measure onboarding flow adoption. Customers is specific to Microsoft Dynamics NAV and Guide Events to Pendo — each maps to any object or custom field on the other side.
Vendors Vendor cards aligned with procurement and AP tools. Poll / NPS Responses Survey answers and NPS scores captured in-app (pollEvents / npsEvents); read-only via the Aggregation API as voice-of-customer data. Vendors is specific to Microsoft Dynamics NAV and Poll / NPS Responses to Pendo — each maps to any object or custom field on the other side.
Items Item cards and availability mirrored to ecommerce and planning systems. Features / Pages / Guides (metadata) Definitions of tagged UI elements listed through the entity endpoints; read-only reference used to label and join the event streams. Items is specific to Microsoft Dynamics NAV and Features / Pages / Guides (metadata) to Pendo — each maps to any object or custom field on the other side.
Sales Orders & Invoices Sales documents created from external orders and read back for posting status. Visitors End-user records with agent-collected and custom fields; queried through the Aggregation API and enriched with custom fields written back via the Metadata API. Sales Orders & Invoices is specific to Microsoft Dynamics NAV and Visitors to Pendo — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics NAV and Pendo

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.

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

Pendo Microsoft Dynamics NAV Interval-based propagation

DetectionStacksync polls Pendo for changes on an incremental schedule, reading only records changed since the previous pass. Polling - reads query the Aggregation API over event-time windows.

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

Rate-limit considerations

  • Pendo: Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
What ships with Microsoft Dynamics NAV ⇄ Pendo

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics NAV or Pendo instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics NAV or Pendo 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 Microsoft Dynamics NAV or Pendo record.

Observability

Monitoring

Track your Microsoft Dynamics NAV ⇄ Pendo sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics NAV and Pendo.

How the Microsoft Dynamics NAV and Pendo connectors work

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

Pendo

Integration surface
Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes
Authentication
Integration key sent in the x-pendo-integration-key header, generated in Subscription Settings; keys are scoped read-only or read/write, so writes require a read/write key
Change detection
Polling - reads query the Aggregation API over event-time windows; no change-data-capture feed and no data-change webhooks. Writes go through the Metadata API on demand.
Capabilities
read · write
Rate limits
Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
How it works

How to connect Microsoft Dynamics NAV to Pendo — 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 Microsoft Dynamics NAV and Pendo 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
    Microsoft Dynamics NAV connected
    Pendo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Microsoft Dynamics NAV and Pendo 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 476 integrations available for Microsoft Dynamics NAV and Pendo.

Popular · 7 of 476
All Microsoft Dynamics NAV integrations All Pendo integrations Browse all integrations
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