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ERP ⇄ Business productivity

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

Keep Microsoft Dynamics NAV and SendGrid 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 SendGrid

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between SendGrid and Microsoft Dynamics NAV.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. SendGrid is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Unsubscribe Groups, Email Activity, Contacts, List in SendGrid with Item Ledger Entries, Dimensions, Companies, Customers in Microsoft Dynamics NAV bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • 01 Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data
  • 02 Write bounces, spam reports, and unsubscribes back to the CRM to keep email opt-in status accurate everywhere
  • 03 Replicate G/L and ledger entries into a warehouse for consolidated finance reporting.
  • 04 Keep inventory availability current in storefronts and customer portals.

Common sync patterns

Where Microsoft Dynamics NAV is the HR or people system of record

Worker and organization data from Microsoft Dynamics NAV stays current in SendGrid, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where SendGrid faces customers and Microsoft Dynamics NAV carries account records

Order, invoice, or account status from Microsoft Dynamics NAV appears alongside the customer in SendGrid, so front-line teams answer from live data.

What you can sync between Microsoft Dynamics NAV and SendGrid

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 SendGrid objects How this pairing syncs
Companies Per-company data partitions that scope every sync. Categories Synced with incremental and full sync per the Stacksync docs. Companies is specific to Microsoft Dynamics NAV and Categories to SendGrid — 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. Senders Synced with incremental and full sync per the Stacksync docs. Customers is specific to Microsoft Dynamics NAV and Senders to SendGrid — each maps to any object or custom field on the other side.
Vendors Vendor cards aligned with procurement and AP tools. Single Sends One-off marketing campaigns whose stats are read back for reporting. Vendors is specific to Microsoft Dynamics NAV and Single Sends to SendGrid — each maps to any object or custom field on the other side.
Items Item cards and availability mirrored to ecommerce and planning systems. Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs. Items is specific to Microsoft Dynamics NAV and Unsubscribe Groups to SendGrid — 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. Email Activity Synced with incremental and full sync per the Stacksync docs. Sales Orders & Invoices is specific to Microsoft Dynamics NAV and Email Activity to SendGrid — each maps to any object or custom field on the other side.
Purchase Orders Purchasing documents reconciled with receiving and vendor systems. Contacts Marketing recipients upserted from CRM or database records, including custom field values. Purchase Orders is specific to Microsoft Dynamics NAV and Contacts to SendGrid — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics NAV and SendGrid

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

SendGrid Microsoft Dynamics NAV Sub-second propagation

DetectionSendGrid notifies Stacksync of record changes through webhook events. Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint.

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

Rate-limit considerations

  • SendGrid: Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes.
What ships with Microsoft Dynamics NAV ⇄ SendGrid

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics NAV or SendGrid 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 SendGrid 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 SendGrid record.

Observability

Monitoring

Track your Microsoft Dynamics NAV ⇄ SendGrid 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 SendGrid.

How the Microsoft Dynamics NAV and SendGrid 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

SendGrid

Integration surface
REST API (v3)
Authentication
API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
Change detection
Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
SendGrid setup guide
How it works

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

    Choose tables

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

Microsoft Dynamics NAV and SendGrid 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.

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 390 integrations available for Microsoft Dynamics NAV and SendGrid.

Popular · 8 of 390
All Microsoft Dynamics NAV integrations All SendGrid integrations Browse all integrations
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