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Accounting and finance ⇄ CRM

Navan to Oracle CX Sales integration — real-time, two-way sync

Keep Navan and Oracle CX Sales 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 Oracle CX Sales

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

Finance and sales describe the same customers in different systems. Oracle CX Sales 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 Connect Transactions, Manual Transactions, Bookings, Custom Fields in Navan to Contacts, Leads, Opportunities, Activities in Oracle CX Sales 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 Sync Card Transactions and Manual Transactions into Postgres or a warehouse so finance analyzes corporate spend in SQL without manual CSV exports.
  • 02 Push coded expense transactions into an accounting system, then set their ERP sync status in Navan so the same records are not exported twice.
  • 03 Push product usage and entitlement data from internal databases into CX Sales to inform forecasting.
  • 04 Sync territory and ownership changes out to lead-routing and compensation tools.

Common sync patterns

Where Oracle CX Sales tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Navan with the right billing details, so invoicing starts without re-keying.

Payment status on the account

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

Billing detail changes flow back

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

What you can sync between Navan and Oracle CX Sales

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 Oracle CX Sales objects How this pairing syncs
Manual Transactions Out-of-pocket reimbursements and payroll submissions; synced for approval and reimbursement, then GL-coded back into Navan. Territories Assignment structures that downstream routing and comp tools consume Manual Transactions is specific to Navan and Territories to Oracle CX Sales — 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. Partners Channel records for organizations selling through partner networks Bookings is specific to Navan and Partners to Oracle CX Sales — 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. Custom objects Objects built in Application Composer, exposed through the same REST conventions Custom Fields is specific to Navan and Custom objects to Oracle CX Sales — 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. Accounts Customer organizations, the anchor record for bi-directional CRM syncs Receipts is specific to Navan and Accounts to Oracle CX Sales — each maps to any object or custom field on the other side.
Repayments, Fees, and Adjustments Money-movement records including repayments, FX and platform fees, and credit or debit memos; read-only for reconciliation ledgers. Contacts People linked to accounts, kept consistent with marketing and support systems Repayments, Fees, and Adjustments is specific to Navan and Contacts to Oracle CX Sales — each maps to any object or custom field on the other side.
Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Leads Unqualified prospects synced in from marketing tools and back out after conversion Users is specific to Navan and Leads to Oracle CX Sales — each maps to any object or custom field on the other side.

How changes propagate between Navan and Oracle CX Sales

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 Oracle CX Sales 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 Oracle CX Sales through its API, with automatic retries and rate-limit backoff.

Oracle CX Sales Navan Interval-based propagation

DetectionStacksync polls Oracle CX Sales for changes on an incremental schedule, reading only records changed since the previous pass. Polling on last-update audit fields.

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.
  • Oracle CX Sales: Subject to the platform's API rate limits.
What ships with Navan ⇄ Oracle CX Sales

Connect Navan and Oracle CX Sales for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or Oracle CX Sales 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 Oracle CX Sales record.

Observability

Monitoring

Track your Navan ⇄ Oracle CX Sales 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 Oracle CX Sales.

How the Navan and Oracle CX Sales 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.

Oracle CX Sales

Integration surface
REST API (Oracle Fusion Applications REST framework); SOAP services also available
Authentication
OAuth 2.0 or basic authentication against the Fusion instance, depending on configuration
Change detection
polling on last-update audit fields; event-driven patterns route through Oracle Integration rather than direct webhooks
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

Navan and Oracle CX Sales 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 416 integrations available for Navan and Oracle CX Sales.

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