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Accounting and finance ⇄ Database

Navan to SQL Server integration — real-time, two-way sync

Keep Navan and SQL Server in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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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 SQL Server

Work with Navan's financial data straight from SQL Server: read it with ordinary queries, write to it from your own code, and let Stacksync keep both sides consistent.

Engineers need finance data more often than finance systems make it easy to get: for internal tools, reporting services, or logic that reacts to invoices and payments. Working through the vendor API means rate limits, pagination, and glue code that has to be maintained forever.

Stacksync mirrors Manual Transactions, Bookings, Custom Fields, Receipts from Navan into Stored Procedures, Databases, Schemas, Tables in SQL Server and keeps the two in sync bi-directionally and in real time. Your services read finance records with normal queries against SQL Server, and rows your code writes or updates flow back into Navan with validation, so the finance system stays the system of record.

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 Bi-directional sync between SQL Server rows and CRM objects so .NET line-of-business apps and sales tools share one dataset
  • 04 Expose SaaS records as SQL Server tables that existing SSRS reports and internal apps can query

Common sync patterns

React to financial events

Changes in Navan appear in SQL Server as row changes, so you can trigger downstream logic with the database tooling you already use.

Query finance data like any other data

Customers, invoices, and payments from Navan live in SQL Server as regular tables or collections your team can join, index, and query.

Internal tools without API plumbing

Build dashboards and back-office tools directly on SQL Server; Stacksync handles the API calls, rate limits, and retries against Navan.

What you can sync between Navan and SQL Server

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 SQL Server objects How this pairing syncs
Receipts Receipt images tied to each transaction; fetched read-only through presigned URLs for archival in a warehouse or document store. Tables The primary sync target; rows map to records in connected systems. Receipts is specific to Navan and Tables to SQL Server — 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. Views Read-side projections used as outbound sync sources. Repayments, Fees, and Adjustments is specific to Navan and Views to SQL Server — 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. Columns Field-level mapping targets with T-SQL types. Users is specific to Navan and Columns to SQL Server — 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. Primary and Unique Keys Match keys for idempotent upserts and conflict handling. Card Transactions is specific to Navan and Primary and Unique Keys to SQL Server — 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. CDC Change Tables System-populated tables holding captured inserts, updates, and deletes for consumers. Connect Transactions is specific to Navan and CDC Change Tables to SQL Server — 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. Stored Procedures T-SQL logic that can validate or post-process synced rows. Manual Transactions is specific to Navan and Stored Procedures to SQL Server — each maps to any object or custom field on the other side.

How changes propagate between Navan and SQL Server

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 SQL Server 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 applied to SQL Server as a row-level write, with types converted between the two schemas.

SQL Server Navan Sub-second propagation

DetectionChanges in SQL Server are captured at the source via change data capture — no polling loop against its API. SQL Server Native Change Data Capture (CDC).

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.
  • SQL Server: No API rate limits; throughput depends on instance resources, licensing tier, and connection limits.
What ships with Navan ⇄ SQL Server

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or SQL Server 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 SQL Server record.

Observability

Monitoring

Track your Navan ⇄ SQL Server 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 SQL Server.

How the Navan and SQL Server 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.

SQL Server

Integration surface
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
SQL Server Native Change Data Capture (CDC); a DBA runs a one-time setup script with sysadmin privileges to enable CDC and create Stacksync wrapper procedures
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput depends on instance resources, licensing tier, and connection limits
SQL Server setup guide
How it works

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

    Choose tables

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

Navan and SQL Server 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
→ 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:

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 534 integrations available for Navan and SQL Server.

Popular · 8 of 534
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