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Accounting and finance ⇄ Business productivity

Navan to NextGen Healthcare integration — real-time, two-way sync

Keep Navan and NextGen Healthcare 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 Navan and NextGen Healthcare

Connect the financial records in Navan with the work happening in NextGen Healthcare, so both stay current without exports or copy-paste.

Navan holds the financial truth: who the customers are, what they were billed, what they paid. NextGen Healthcare is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Receipts, Repayments, Fees, and Adjustments, Users, Card Transactions in Navan and Clinical Documents, Medications & Allergies, Lab Results, Insurance / Coverage in NextGen Healthcare in sync, bi-directionally and in real time. Whatever records NextGen Healthcare keeps and whatever events it produces, the overlap with Navan is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • 01 Pull Bookings by date range into a database to reconcile travel reservations against Card Transactions and monitor travel-policy spend.
  • 02 Sync Users and department mappings from an HRIS into reporting tables so every transaction is attributed to a cost center and manager.
  • 03 Push appointment schedules to reminder and communication tools and write confirmations back.
  • 04 Land encounters and charges in a warehouse for revenue-cycle and utilization analytics.

Common sync patterns

Where NextGen Healthcare handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Navan next to the customer they are helping, without logging into the finance system.

Where NextGen Healthcare collects payments or triggers charges: events land in Navan

Payment and charge activity flows into Navan as it happens, so the books reflect reality without manual reconciliation.

Where NextGen Healthcare tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

What you can sync between Navan and NextGen Healthcare

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.

Navan objects NextGen Healthcare objects How this pairing syncs
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. Charges & Billing Practice-management financial data synced for revenue-cycle analytics. Card Transactions is specific to Navan and Charges & Billing to NextGen Healthcare — each maps to any object or custom field on the other side.
Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Patients Demographic records synced to CRMs and engagement tools for outreach and intake. Connect Transactions is specific to Navan and Patients to NextGen Healthcare — each maps to any object or custom field on the other side.
Manual Transactions Out-of-pocket reimbursements and payroll submissions; synced for approval and reimbursement, then GL-coded back into Navan. Appointments Schedule data read and written for reminders, self-scheduling, and capacity reporting. Manual Transactions is specific to Navan and Appointments to NextGen Healthcare — each maps to any object or custom field on the other side.
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. Encounters Visit records landed in analytics stores for utilization and quality reporting. Bookings is specific to Navan and Encounters to NextGen Healthcare — each maps to any object or custom field on the other side.
Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Providers Clinician and location directories kept consistent across scheduling and web systems. Custom Fields is specific to Navan and Providers to NextGen Healthcare — each maps to any object or custom field on the other side.
Receipts Receipt images tied to each transaction; fetched read-only through presigned URLs for archival in a warehouse or document store. Clinical Documents Notes and attachments exchanged with referral and document-management workflows. Receipts is specific to Navan and Clinical Documents to NextGen Healthcare — each maps to any object or custom field on the other side.

How changes propagate between Navan and NextGen Healthcare

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.

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

NextGen Healthcare Navan Interval-based propagation

DetectionStacksync polls NextGen Healthcare for changes on an incremental schedule, reading only records changed since the previous pass. Polling, typically filtering on last-updated timestamps.

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

Rate-limit considerations

  • 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.
  • NextGen Healthcare: Subject to the platform's API rate limits and healthcare data-access agreements.
What ships with Navan ⇄ NextGen Healthcare

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or NextGen Healthcare 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 Navan or NextGen Healthcare record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Navan and NextGen Healthcare connectors work

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.

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access agreements.
How it works

How to connect Navan to NextGen Healthcare — 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 Navan and NextGen Healthcare 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
    Navan connected
    NextGen Healthcare connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Navan and NextGen Healthcare 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 365 integrations available for Navan and NextGen Healthcare.

Popular · 8 of 365
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