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Accounting and finance ⇄ CRM

Navan to Nimble integration — real-time, two-way sync

Keep Navan and Nimble 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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Migrated from MuleSoft
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Why teams connect Navan and Nimble

Sync customers, invoices, and payment status between Navan and Nimble in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Nimble knows the relationship: who the contacts are and what is in motion with the account. Navan knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Receipts, Repayments, Fees, and Adjustments, Users, Card Transactions in Navan to Tasks, Activities, Notes, Tags in Nimble with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

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 Keep deals aligned between Nimble and an accounting system so invoicing starts when a deal closes.
  • 04 Consolidate contacts from marketing tools into Nimble while writing Nimble edits back to avoid duplicates.

Common sync patterns

Payment status on the account

Invoice and payment status from Navan appears on the account in Nimble, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Nimble, Navan gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Nimble when chasing a balance, and sales sees that the chase is happening.

What you can sync between Navan and Nimble

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 Nimble objects How this pairing syncs
Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Custom fields Account-defined contact attributes that carry enrichment or internal identifiers Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Tasks To-do items tied to contacts, mirrored into work-management tools or reporting tables Users is specific to Navan and Tasks to Nimble — each maps to any object or custom field on the other side.
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. Activities Calls, events, and interaction history used for engagement reporting outside Nimble Card Transactions is specific to Navan and Activities to Nimble — 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. Notes Free-text records attached to contacts, replicated for a complete account timeline Connect Transactions is specific to Navan and Notes to Nimble — 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. Tags Segmentation labels that map to list membership or filters in downstream systems Manual Transactions is specific to Navan and Tags to Nimble — 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. Contacts Person records with multi-value fields for email, phone, and social profiles; the primary sync entity Bookings is specific to Navan and Contacts to Nimble — each maps to any object or custom field on the other side.

How changes propagate between Navan and Nimble

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

Nimble Navan Interval-based propagation

DetectionStacksync polls Nimble for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record modification 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.
  • Nimble: Subject to per-account API request quotas.
What ships with Navan ⇄ Nimble

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or Nimble 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 Nimble record.

Observability

Monitoring

Track your Navan ⇄ Nimble 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 Nimble.

How the Navan and Nimble 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.

Nimble

Integration surface
REST API (JSON)
Authentication
API key; OAuth 2.0 available for registered applications
Change detection
polling on record modification timestamps
Capabilities
read · write
Rate limits
subject to per-account API request quotas
How it works

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

    Choose tables

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

Navan and Nimble 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
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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 414 integrations available for Navan and Nimble.

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