Can you integrate Navan with SQL Server?

Explore a Navan and SQL Server integration with a Stacksync engineer. Stacksync support for Navan is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.

Can Navan and SQL Server sync in both directions?

Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.

What should be ready before the Navan and SQL Server initial load?

Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Identify the Navan account, edition, environment, and business objects the integration must access. Use a single generated primary key per table and grant the Stacksync user the required table access. Use the pair worksheet to record ownership and acceptance criteria.

How fast does the Navan to SQL Server sync run?

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.

Will existing duplicates merge automatically?

No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.

How do I map Navan fields to SQL Server?

Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.

What should I do if a record fails to sync?

Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.

What does a Navan and SQL Server integration cost?

Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.

Which records should the Navan and SQL Server pilot start with?

Start by reviewing Repayments, Fees, and Adjustments in Navan and Proposed payment or settlement table in SQL Server (choose its name) in SQL Server. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.

Accounting and finance / Database · Two-way sync platform

Navan and SQL Server integration

Plan how Navan and SQL Server should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

Scope your workflow with an integration engineer
Review the systems, records, and updates you need

Integration planning

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Navan

SQL Server

Review the integration scope

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Proposed workflow

Payment or settlement reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Navan Repayments, Fees, and Adjustments or the proposed payment or settlement table in SQL Server needs a defined result in the other system.

Start with Navan Repayments, Fees, and Adjustments and the proposed payment or settlement table in SQL Server. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve the affected invoices and cash/account references before allocating the payment.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyTest partial payment, one-to-many allocation, refund, and repeated delivery of the same transaction.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Navan and SQL Server
Navan record	SQL Server record	Record matching	Field ownership
Repayments, Fees, and AdjustmentsProposed record; confirm Stacksync object support.Reporting dataset	Proposed payment or settlement tableProposed table; choose its name and schema.	Preserve transaction ID, provider/source, currency, and links to invoices; one payment may settle several documents.	Keep payment authorization, settlement, and accounting allocation distinct.
UsersProposed record; confirm Stacksync object support.Reporting dataset	Proposed application user or identity tableProposed table; choose its name and schema.	Use the immutable user ID within the tenant or directory. Do not equate an application user with a CRM customer contact.	Identity and application owners approve account lifecycle and access changes; synchronize only approved attributes.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Navan

Connection and object support require review

Record types to review with Stacksync

Record types	Coverage and requirements
Card Transactions Connect Transactions Manual Transactions Bookings Custom Fields Receipts	Confirm support for this record type and the direction you need.

Discuss Navan requirements

SQL Server

Read and write support varies by record

Record types covered in the setup guide

Record types	Coverage and requirements
Tables	See connector requirements. Confirm field permissions and sync direction.

Read the SQL Server connector guide

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits

Connection requirement	Navan	SQL Server
Integration interface	REST (Expense API and Booking API)	SQL over the TDS wire protocol (Tabular Data Stream), via ODBC/JDBC/ADO.NET drivers
Authentication	Confirm the credentials, API plan, and permissions required for Navan.	Database credentials entered as a connection string or as parameters
Change detection	Confirm how Stacksync detects changes for this connector and the objects you need.	Native SQL Server CDC captures changes after an administrator enables CDC and creates the Stacksync wrapper procedures.
Read access	Confirm with Stacksync	Available for supported records
Write access	Confirm with Stacksync	Available for supported records

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

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
DPF US-EU-UK-CH

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:

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Navan

Integration interface: REST (Expense API and Booking API)
Authentication: Confirm the credentials, API plan, and permissions required for Navan.
Change detection: Confirm how Stacksync detects changes for this connector and the objects you need.
Read access: Confirm with Stacksync
Write access: Confirm with Stacksync

Setup requirements

Identify the Navan account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Navan, including read/write support, authentication, and initial-load limits.

Limitations to check

Confirm Stacksync support for Navan and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.

SQL Server

Integration interface: SQL over the TDS wire protocol (Tabular Data Stream), via ODBC/JDBC/ADO.NET drivers
Authentication: Database credentials entered as a connection string or as parameters (host/user/password) in the Create New Sync page
Change detection: Native SQL Server CDC captures changes after an administrator enables CDC and creates the Stacksync wrapper procedures.
Read access: Available for supported records
Write access: Available for supported records

Setup requirements

Use a single generated primary key per table and grant the Stacksync user the required table access.
Have a DBA run the one-time CDC setup script and grant execution on its wrapper procedures. Verify SQL Server Agent where the deployment requires it.

Limitations to check

Composite keys are unsupported. Schema, table, and column renames require updating the sync configuration.

Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

SQL Server setup guide

Prepare Navan and SQL Server access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Navan setup checklist

Identify the Navan account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Navan, including read/write support, authentication, and initial-load limits.

SQL Server setup checklist

Use a single generated primary key per table and grant the Stacksync user the required table access.
Have a DBA run the one-time CDC setup script and grant execution on its wrapper procedures. Verify SQL Server Agent where the deployment requires it.

Setup guides: Authorize SQL Server

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Navan and SQL Server planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Reporting dataset

Repayments, Fees, and Adjustments / Proposed payment or settlement table in SQL Server (choose its name)

Plan a payment or settlement dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Navan: Object support to establish
SQL Server: Your database schema
Record identity: Preserve transaction ID, provider/source, currency, and links to invoices; one payment may settle several documents.
Field ownership: Keep payment authorization, settlement, and accounting allocation distinct.

Fields to include

Source transaction ID
Invoice references
Amount and currency
Settlement status
Reversal reference

Record dependencies: Resolve the affected invoices and cash/account references before allocating the payment.
Validation: Test partial payment, one-to-many allocation, refund, and repeated delivery of the same transaction.
Recovery: Look up the original transaction before retrying to prevent duplicate allocation or charging.

Reporting dataset

Users / Proposed application user or identity table in SQL Server (choose its name)

Plan a application user or identity dataset while preserving its source meaning.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Navan: Object support to establish
SQL Server: Your database schema
Record identity: Use the immutable user ID within the tenant or directory. Do not equate an application user with a CRM customer contact.
Field ownership: Identity and application owners approve account lifecycle and access changes; synchronize only approved attributes.

Fields to include

Source user ID
Tenant reference
Account status
Group references

Record dependencies: Resolve tenant and group references and establish a protected administrative-account policy.
Validation: Test a renamed login, disabled account, missing group, and a user existing in two tenants.
Recovery: Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Repayments, Fees, and Adjustments / Proposed payment or settlement table in SQL Server (choose its name) to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit: Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility: Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose: Check record matching: Preserve transaction ID, provider/source, currency, and links to invoices; one payment may settle several documents. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit: A vendor-built integration may fit if it supports your Navan and SQL Server record types.
Operating responsibility: Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose: First check whether either vendor offers this integration. If available, verify Repayments, Fees, and Adjustments / Proposed payment or settlement table in SQL Server (choose its name), update direction, account tier, and related-record handling.

Custom API or workflow

Best fit: Consider when Navan and SQL Server need a transformation, approval, or action outside a direct record sync.
Operating responsibility: Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose: Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit: Consider for a one-time Navan / SQL Server migration or a reporting need with an explicit freshness window.
Operating responsibility: Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose: Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Payment or settlement reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Repayments, Fees, and Adjustments or Proposed payment or settlement table in SQL Server (choose its name) record needs a defined result in the other system.

Start with Navan Repayments, Fees, and Adjustments and SQL Server Proposed payment or settlement table in SQL Server (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve the affected invoices and cash/account references before allocating the payment.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test partial payment, one-to-many allocation, refund, and repeated delivery of the same transaction.

If it fails: Look up the original transaction before retrying to prevent duplicate allocation or charging.

Application user or identity reporting workflow

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Users or Proposed application user or identity table in SQL Server (choose its name) record needs a defined result in the other system.

Start with Navan Users and SQL Server Proposed application user or identity table in SQL Server (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve tenant and group references and establish a protected administrative-account policy.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a renamed login, disabled account, missing group, and a user existing in two tenants.

If it fails: Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.

Reconcile Navan business records with SQL Server

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A finance-owned record in Navan needs operational visibility through a selected destination dataset.

Select Repayments, Fees, and Adjustments or Users with the correct legal entity, period, and currency.
Define a reporting relationship in SQL Server; do not equate customer records, ledger accounts, and posted transactions.
Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.

Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.

If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Repayments, Fees, and Adjustments / Proposed payment or settlement table in SQL Server (choose its name)

Test case

Test partial payment, one-to-many allocation, refund, and repeated delivery of the same transaction.

Expected result

The expected payment or settlement relationship is preserved with no duplicate action or unintended write.

Users / Proposed application user or identity table in SQL Server (choose its name)

Test case

Test a renamed login, disabled account, missing group, and a user existing in two tenants.

Expected result

The expected application user or identity relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated payment or settlement change

Investigate

Inspect Navan Repayments, Fees, and Adjustments and SQL Server Proposed payment or settlement table in SQL Server (choose its name), their IDs, and the destination error.

Next action

Look up the original transaction before retrying to prevent duplicate allocation or charging.

Rejected or repeated application user or identity change

Investigate

Inspect Navan Users and SQL Server Proposed application user or identity table in SQL Server (choose its name), their IDs, and the destination error.

Next action

Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.

A record type or update is unavailable

Investigate

Check the Navan and SQL Server connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Navan and SQL Server

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Navan SQL Server Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in SQL Server.

SQL Server Navan Direction requires confirmation

Detect changesNative SQL Server CDC captures changes after an administrator enables CDC and creates the Stacksync wrapper procedures.

Apply updatesConfirm that Stacksync can create or update the records you need in Navan.

Update timing and record limits

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
Review write-back, deletion handling, update timing, and account limits with the integration team.

FAQ