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Accounting and finance ⇄ CRM

Navan to SAP Sales Cloud integration — real-time, two-way sync

Keep Navan and SAP Sales Cloud 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 SAP Sales Cloud

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

Finance and sales describe the same customers in different systems. SAP Sales Cloud 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 Bookings, Custom Fields, Receipts, Repayments, Fees, and Adjustments in Navan to Products, Service Tickets, Accounts, Contacts in SAP Sales Cloud 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 Push coded expense transactions into an accounting system, then set their ERP sync status in Navan so the same records are not exported twice.
  • 02 Pull Bookings by date range into a database to reconcile travel reservations against Card Transactions and monitor travel-policy spend.
  • 03 Replicate opportunities and quotes to a warehouse for pipeline and forecast reporting outside SAP analytics.
  • 04 Keep marketing automation lists aligned with CRM contacts and lead status in both directions.

Common sync patterns

Payment status on the account

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

Billing detail changes flow back

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

Collections with context

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

What you can sync between Navan and SAP Sales Cloud

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 SAP Sales Cloud 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. Individual Customers B2C customer records used in consumer-facing sales processes. Card Transactions is specific to Navan and Individual Customers to SAP Sales Cloud — 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. Leads Inbound prospect records written from marketing systems and web forms. Connect Transactions is specific to Navan and Leads to SAP Sales Cloud — 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. Opportunities Pipeline records read for forecasting and warehouse reporting. Manual Transactions is specific to Navan and Opportunities to SAP Sales Cloud — 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. Sales Quotes Quote documents often priced against ERP data and synced for order conversion. Bookings is specific to Navan and Sales Quotes to SAP Sales Cloud — 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. Sales Orders Order records exchanged with S/4HANA or ECC in lead-to-cash flows. Custom Fields is specific to Navan and Sales Orders to SAP Sales Cloud — 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. Activities Appointments, tasks, and calls exported for engagement reporting. Receipts is specific to Navan and Activities to SAP Sales Cloud — each maps to any object or custom field on the other side.

How changes propagate between Navan and SAP Sales Cloud

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 SAP Sales Cloud 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 SAP Sales Cloud through its API, with automatic retries and rate-limit backoff.

SAP Sales Cloud Navan Sub-second propagation

DetectionSAP Sales Cloud notifies Stacksync of record changes through webhook events. Polling on last-changed 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.
What ships with Navan ⇄ SAP Sales Cloud

Connect Navan and SAP Sales Cloud for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or SAP Sales Cloud 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 SAP Sales Cloud record.

Observability

Monitoring

Track your Navan ⇄ SAP Sales Cloud 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 SAP Sales Cloud.

How the Navan and SAP Sales Cloud 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.

SAP Sales Cloud

Integration surface
OData API (v2) plus SOAP web services
Authentication
Basic auth or OAuth 2.0 (SAML bearer assertion)
Change detection
Polling on last-changed timestamps; event notifications can push change signals to an external endpoint
Capabilities
read · write · webhooks
How it works

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

    Choose tables

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

Navan and SAP Sales Cloud 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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DPF US-EU-UK-CH
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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 514 integrations available for Navan and SAP Sales Cloud.

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