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Accounting and finance ⇄ Security and identity

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

Keep Navan and Okta 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
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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Navan and Okta

Keep the people who can act on financial records in Navan matched to their identities in Okta, so access is provisioned, updated, and revoked in real time.

Navan runs the money — the ledgers, invoices, budgets, and payments — and every one of those actions is taken by a person with a login. Okta is where those people and their access actually live: who is employed, what team they belong to, and what they are allowed to do. The two systems rarely share customers or transactions, but they share the one thing that governs both — the user. When that overlap is maintained by hand, a departed employee keeps finance access for weeks and a new hire waits on a ticket to get any.

Stacksync keeps Receipts, Repayments, Fees, and Adjustments, Users, Card Transactions in Navan aligned with Applications, Group Rules, Factors (Authenticators), Policies in Okta, field by field and in real time. A person added, moved, or deactivated on the identity side updates their matching user in the finance system within seconds, with the role or permission set mapped from the group they belong to. Direction is yours to set: lead provisioning from the directory, or let an HR-owned finance record drive the downstream accounts.

For a finance team, that alignment is an audit control rather than a convenience. When the user list in the books matches the identity source of truth, segregation-of-duties and access reviews start from data that is already correct instead of an export that was current last quarter.

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 Mirror the System Log into Postgres or a warehouse for security analytics, access reviews, and audit retention beyond Okta's log window.
  • 04 Read Application assignments and Factors into a database to report on who can reach which app and which users have strong MFA enrolled.

Common sync patterns

Where Okta is the identity source: offboarding reaches the books

When a person is deactivated in Okta, their matching user in Navan is disabled in the same motion, so departed employees keep no standing access to financial records.

One user roster across both systems

People, their status, and their contact details stay matched between Navan and Okta, so the finance system's login list reflects who actually works here instead of drifting out of date.

Group and role membership drives finance permissions

A person's group or role in Okta maps to their permission set in Navan, so who can approve, post, or view is governed from one place instead of maintained twice.

What you can sync between Navan and Okta

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 Okta objects How this pairing syncs
Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Users Universal Directory user records with profile attributes, credentials, and lifecycle status (staged, active, suspended, deprovisioned); full CRUD, so users are created, updated, activated, and deactivated to match an HR or identity source. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Policies Sign-on, password, and authenticator-enrollment policies with their rules; read to audit access controls or updated to manage them centrally. Connect Transactions is specific to Navan and Policies to Okta — 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. System Log Immutable audit event stream of logins, admin changes, and lifecycle events; read-only, polled by timestamp and used as the change feed and SIEM source. Manual Transactions is specific to Navan and System Log to Okta — 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. Devices Registered and managed device records tied to users; read to correlate access with device posture and to feed inventory or conditional-access reporting. Bookings is specific to Navan and Devices to Okta — 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. Groups Okta groups (OKTA_GROUP, APP_GROUP, BUILT_IN) and their memberships; OKTA_GROUP records and membership are written to drive app and resource access. Custom Fields is specific to Navan and Groups to Okta — 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. Applications App integrations (SAML, OIDC, SWA) with per-user and per-group assignments; read and updated to manage which identities can reach each downstream app. Receipts is specific to Navan and Applications to Okta — each maps to any object or custom field on the other side.

How changes propagate between Navan and Okta

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

Okta Navan Sub-second propagation

DetectionOkta notifies Stacksync of record changes through webhook events. Event Hooks send an HTTPS POST to a subscribed endpoint on events such as user.lifecycle.create and group.user_membership.add (after a one-time.

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.
  • Okta: Rate limits are enforced per org, per endpoint group, per minute and vary by Okta edition; responses carry X-Rate-Limit-Limit, X-Rate-Limit-Remaining, and X-Rate-Limit-Reset headers and exceeding one returns HTTP 429. The System Log is more tightly limited (about 120 requests/minute) and a separate concurrent-request cap (default 75 in-flight transactions) also applies.
What ships with Navan ⇄ Okta

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or Okta 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 Okta record.

Observability

Monitoring

Track your Navan ⇄ Okta 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 Okta.

How the Navan and Okta 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.

Okta

Integration surface
REST API (Okta Management API, /api/v1) with Event Hooks for outbound events and the System Log API as the change feed
Authentication
SSWS API tokens (Authorization: SSWS {token}) scoped to the creating admin's permissions, or OAuth 2.0 for Okta service apps using a private-key-JWT client-credentials grant with granular scopes (DPoP supported)
Change detection
Event Hooks send an HTTPS POST to a subscribed endpoint on events such as user.lifecycle.create and group.user_membership.add (after a one-time verification handshake); the System Log API (/api/v1/logs) is polled by the since parameter and the next Link header for a near-real-time change feed
Capabilities
read · write · webhooks
Rate limits
Rate limits are enforced per org, per endpoint group, per minute and vary by Okta edition; responses carry X-Rate-Limit-Limit, X-Rate-Limit-Remaining, and X-Rate-Limit-Reset headers and exceeding one returns HTTP 429. The System Log is more tightly limited (about 120 requests/minute) and a separate concurrent-request cap (default 75 in-flight transactions) also applies.
How it works

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

    Choose tables

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

Navan and Okta 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 499 integrations available for Navan and Okta.

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