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Accounting and finance ⇄ Human resources

Navan to Success Factors integration — real-time, two-way sync

Keep Navan and Success Factors 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 Success Factors

Keep the employee, department, and cost records that Navan and Success Factors share consistent in real time, so the finance system and the people system stop drifting apart.

Navan runs the money side of the company: who gets paid, what it costs, and which part of the business the cost belongs to. Success Factors runs the people side: who works here, which team they sit in, and how their employment changes over time. The two overlap on the same people and the same org structure, because every employee is also a payee and every department is also a cost center. When that overlap is maintained by hand, a new hire, a transfer, or a termination has to be keyed twice, and the two systems start to disagree about who is active and where the cost lands.

Stacksync syncs Repayments, Fees, and Adjustments, Users, Card Transactions, Connect Transactions in Navan with PerEmail and PerPhone, User, PerPerson, EmpEmployment in Success Factors bi-directionally and in real time. A person added, updated, or deactivated on either side appears on the other within seconds, with field-level mapping and conflict resolution in place of CSV exports and nightly batch jobs.

That matters most when money follows a people event. A hire that finance can pay, a leaver whose access ends, a transfer that redirects cost to the right team, all happen from one change instead of two, so headcount and spend reconcile from the same set of records.

Common use cases

  • 01 Sync Users and department mappings from an HRIS into reporting tables so every transaction is attributed to a cost center and manager.
  • 02 Sync Card Transactions and Manual Transactions into Postgres or a warehouse so finance analyzes corporate spend in SQL without manual CSV exports.
  • 03 Push new hires (PerPerson, EmpEmployment, EmpJob) into an ERP or payroll system so account, cost-center, and payroll setup fire on hire instead of manual Integration Center exports.
  • 04 Replicate EmpCompensation and EmpJob effective-dated history into a warehouse for headcount, attrition, and compensation reporting without CSV pulls.

Common sync patterns

Department and cost-center alignment

The org structure maintained in Success Factors keeps the departments or cost centers in Navan current, so spend and headcount roll up the same way.

Status changes propagate

A role, department, or employment-status change in either system updates the other within seconds, so cost allocation, access, and reporting reflect the current state.

People-driven costs land in finance

Compensation, reimbursements, or other costs tied to a person on the Success Factors side flow into Navan for posting, so the books reflect what people actually cost without manual re-entry.

What you can sync between Navan and Success Factors

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 Success Factors objects How this pairing syncs
Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. User Core identity/User entity behind role-based permissions; a model distinct from Employee Central, synced two-way with a directory or IdP and downstream apps. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Position Position Management records for headcount and requisition planning; synced with an ATS or ERP to keep positions and reqs aligned. Custom Fields is specific to Navan and Position to Success Factors — 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. PerEmail and PerPhone Contact sub-entities under PerPerson; synced two-way with a directory or comms system to keep worker contact data current. Receipts is specific to Navan and PerEmail and PerPhone to Success Factors — 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. PerPerson Person-level container in Employee Central holding biographical data; effective-dated child entities (PerPersonal, PerEmail, PerPhone) hang off it. Repayments, Fees, and Adjustments is specific to Navan and PerPerson to Success Factors — 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. EmpEmployment Employment record tying a person to an employment period (hire, service dates); carries lastModifiedDateTime used for incremental polling. Card Transactions is specific to Navan and EmpEmployment to Success Factors — 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. EmpJob Effective-dated job info: position, department, manager, FTE, pay grade, cost center; the most-synced record for downstream HR and provisioning. Connect Transactions is specific to Navan and EmpJob to Success Factors — each maps to any object or custom field on the other side.

How changes propagate between Navan and Success Factors

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 Success Factors 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 Success Factors through its API, with automatic retries and rate-limit backoff.

Success Factors Navan Sub-second propagation

DetectionSuccess Factors notifies Stacksync of record changes through webhook events. Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling).

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.
  • Success Factors: OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
What ships with Navan ⇄ Success Factors

Connect Navan and Success Factors for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or Success Factors 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 Success Factors record.

Observability

Monitoring

Track your Navan ⇄ Success Factors 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 Success Factors.

How the Navan and Success Factors 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.

Success Factors

Integration surface
OData V2 and V4 REST APIs (plus legacy SFAPI / Compound Employee SOAP API)
Authentication
OAuth 2.0 SAML Bearer Assertion — register an OAuth client for an API key (used as client_id), then exchange a signed SAML assertion for a short-lived access token; legacy HTTP Basic auth is being retired
Change detection
Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling); Intelligent Services can also push a fixed set of standard business events (e.g. Employee Hire) to a REST endpoint
Capabilities
read · write · webhooks
Rate limits
OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
How it works

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

    Choose tables

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

Navan and Success Factors 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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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 501 integrations available for Navan and Success Factors.

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