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ERP ⇄ Business productivity

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

Keep Microsoft Dynamics NAV and Smartsheet 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 Smartsheet

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

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Smartsheet 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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Users and Groups, Sheets, Rows, Columns in Smartsheet with Customers, Vendors, Items, Sales Orders & Invoices 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 Mirror Users and Groups from an HR system or directory so sheet sharing and workspace access stay aligned with headcount changes.
  • 02 Trigger downstream actions in an operational database when a Row's status Cell changes, using sheet webhooks for near-real-time updates.
  • 03 Push ecommerce orders into NAV sales orders through published page services.
  • 04 Replicate G/L and ledger entries into a warehouse for consolidated finance reporting.

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 Smartsheet, 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 Smartsheet faces customers and Microsoft Dynamics NAV carries account records

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

What you can sync between Microsoft Dynamics NAV and Smartsheet

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 Smartsheet objects How this pairing syncs
Item Ledger Entries Inventory movement history read for stock and costing analytics. Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. Item Ledger Entries is specific to Microsoft Dynamics NAV and Sheets to Smartsheet — each maps to any object or custom field on the other side.
Dimensions Analytical codes carried on documents and entries for reporting splits. Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. Dimensions is specific to Microsoft Dynamics NAV and Rows to Smartsheet — each maps to any object or custom field on the other side.
Companies Per-company data partitions that scope every sync. Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. Companies is specific to Microsoft Dynamics NAV and Columns to Smartsheet — 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. Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. Customers is specific to Microsoft Dynamics NAV and Cells to Smartsheet — each maps to any object or custom field on the other side.
Vendors Vendor cards aligned with procurement and AP tools. Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. Vendors is specific to Microsoft Dynamics NAV and Reports to Smartsheet — each maps to any object or custom field on the other side.
Items Item cards and availability mirrored to ecommerce and planning systems. Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. Items is specific to Microsoft Dynamics NAV and Attachments to Smartsheet — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics NAV and Smartsheet

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

Smartsheet Microsoft Dynamics NAV Sub-second propagation

DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.

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

Rate-limit considerations

  • Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with Microsoft Dynamics NAV ⇄ Smartsheet

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

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

Real-time

Two-way sync

Changes in Microsoft Dynamics NAV or Smartsheet 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 Smartsheet 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 Smartsheet record.

Observability

Monitoring

Track your Microsoft Dynamics NAV ⇄ Smartsheet 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 Smartsheet.

How the Microsoft Dynamics NAV and Smartsheet 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

Smartsheet

Integration surface
REST API (v2.0)
Authentication
OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
Change detection
Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
Capabilities
read · write · webhooks
Rate limits
300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works

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

    Choose tables

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

Microsoft Dynamics NAV and Smartsheet 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 509 integrations available for Microsoft Dynamics NAV and Smartsheet.

Popular · 5 of 509
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