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Accounting and finance ⇄ ERP

Navan to Sage Intacct integration — real-time, two-way sync

Keep Navan and Sage Intacct 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 Sage Intacct

Keep Navan and Sage Intacct agreeing on customers, invoices, and balances, whether they split the finance workload or one is replacing the other.

A dedicated finance tool and an ERP end up side by side for practical reasons: a subsidiary runs lighter software than headquarters, billing runs in a specialist system while the enterprise system holds the wider view, or the company is mid-migration and both are live. Whatever the split, the two systems describe overlapping customers and transactions, and that overlap drifts without a live connection.

Stacksync syncs Connect Transactions, Manual Transactions, Bookings, Custom Fields in Navan with AP Bills, Payments, Order Entry Transactions, Purchasing Transactions in Sage Intacct in real time and in both directions. You decide which system wins on which field, and every change made in one is reflected in the other within seconds instead of at the next batch run.

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 Sync vendors and AP bills with procurement and spend management tools.
  • 04 Keep project and department dimensions aligned with a PSA or HRIS so coding stays consistent across systems.

Common sync patterns

Where Navan handles billing: invoices land in Sage Intacct

Invoices and payment activity from the billing side post through to the enterprise system automatically.

Migration without a hard cutover

When one system is replacing the other, run both in parallel with records matching until the switch is complete.

One customer and vendor master

Where both systems keep records of the same organizations, corrections made in either propagate to the other.

What you can sync between Navan and Sage Intacct

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 Sage Intacct 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. Vendors AP masters kept aligned with procurement and payment platforms. Custom Fields is specific to Navan and Vendors to Sage Intacct — 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. AR Invoices Billing documents created from upstream order or subscription data. Receipts is specific to Navan and AR Invoices to Sage Intacct — 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. AP Bills Payables documents written from procurement tools and OCR pipelines. Repayments, Fees, and Adjustments is specific to Navan and AP Bills to Sage Intacct — 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. Payments AR and AP payment records synced for cash application and status reporting. Users is specific to Navan and Payments to Sage Intacct — 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. Order Entry Transactions Configurable sales transaction documents used as write targets for order-to-cash syncs. Card Transactions is specific to Navan and Order Entry Transactions to Sage Intacct — 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. Purchasing Transactions Configurable procure-to-pay documents read and written by procurement integrations. Connect Transactions is specific to Navan and Purchasing Transactions to Sage Intacct — each maps to any object or custom field on the other side.

How changes propagate between Navan and Sage Intacct

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

Sage Intacct Navan Interval-based propagation

DetectionStacksync polls Sage Intacct for changes on an incremental schedule, reading only records changed since the previous pass. Polling on WHENMODIFIED 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.
What ships with Navan ⇄ Sage Intacct

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or Sage Intacct 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 Sage Intacct record.

Observability

Monitoring

Track your Navan ⇄ Sage Intacct 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 Sage Intacct.

How the Navan and Sage Intacct 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.

Sage Intacct

Integration surface
XML web services gateway; REST API on newer releases
Authentication
Web Services sender ID plus company login (session-based) on the XML gateway; OAuth 2.0 on the REST API
Change detection
Polling on WHENMODIFIED audit fields; no log-based CDC or general webhook surface
Capabilities
read · write
How it works

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

    Choose tables

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

Navan and Sage Intacct 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 501 integrations available for Navan and Sage Intacct.

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