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ERP ⇄ CRM

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

Keep Microsoft Dynamics NAV and Salesmate in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Microsoft Dynamics NAV and Salesmate

Close the gap between front office and back office: Salesmate and Microsoft Dynamics NAV share customers and status in real time, in both directions.

Salesmate holds the customer relationship; Microsoft Dynamics NAV runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Notes, Users, Contacts, Companies in Salesmate with Items, Sales Orders & Invoices, Purchase Orders, G/L Entries in Microsoft Dynamics NAV field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Hand off won deals to invoicing or accounting tools automatically.
  • Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.
  • Keep inventory availability current in storefronts and customer portals.
  • Run parallel sync during a NAV-to-Business Central migration so both systems stay usable.

Where Microsoft Dynamics NAV manages people and org data: keep Salesmate aligned

Owners, territories, and org structure informed by Microsoft Dynamics NAV stay current in Salesmate.

Where Microsoft Dynamics NAV handles order-to-cash: closed-won flows through

A deal won in Salesmate creates or updates the customer in Microsoft Dynamics NAV with clean data, so fulfillment and invoicing start without re-entry.

Where Microsoft Dynamics NAV is the finance system of record: money status on the account

Invoice and payment state from Microsoft Dynamics NAV shows on the account in Salesmate, so reps see balances before promising the next order.

What you can sync between Microsoft Dynamics NAV and Salesmate

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 Salesmate objects
Items Item cards and availability mirrored to ecommerce and planning systems. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
Sales Orders & Invoices Sales documents created from external orders and read back for posting status. Products Catalog items attached to deals, typically sourced from an ERP or billing system.
Purchase Orders Purchasing documents reconciled with receiving and vendor systems. Notes Free-text records synced for context in support or success tools.
G/L Entries Posted ledger entries replicated to warehouses for finance reporting. Users Team member records used for ownership mapping.
Item Ledger Entries Inventory movement history read for stock and costing analytics. Contacts Person records synced with marketing tools and enrichment databases.
Dimensions Analytical codes carried on documents and entries for reporting splits. Companies Organization records linked to contacts and deals.
What ships with Microsoft Dynamics NAV ⇄ Salesmate

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics NAV or Salesmate 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 Salesmate 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 Salesmate record.

Observability

Monitoring

Track your Microsoft Dynamics NAV ⇄ Salesmate 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 Salesmate.

How the Microsoft Dynamics NAV and Salesmate 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

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

Microsoft Dynamics NAV and Salesmate integration FAQ

SECURITY

Security teams love 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.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
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 386 integrations available for Microsoft Dynamics NAV and Salesmate.

Popular · 8 of 386
All Microsoft Dynamics NAV integrations All Salesmate integrations Browse all integrations
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