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Accounting and finance ⇄ CRM

Navan to Twenty CRM integration — real-time, two-way sync

Keep Navan and Twenty CRM 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 Twenty CRM

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

Finance and sales describe the same customers in different systems. Twenty CRM 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 Card Transactions, Connect Transactions, Manual Transactions, Bookings in Navan to Notes, Custom Objects, Attachments, Workspace Members in Twenty CRM 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 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 Push product usage or billing data from a warehouse into Twenty custom fields to give reps account context.
  • 04 Sync Opportunities into a finance system to keep revenue forecasts current.

Common sync patterns

Billing detail changes flow back

When a contact or address is corrected in Twenty CRM, Navan gets the update before the next invoice goes out.

Collections with context

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

Where Twenty CRM tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Navan with the right billing details, so invoicing starts without re-keying.

What you can sync between Navan and Twenty CRM

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 Twenty CRM objects How this pairing syncs
Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. People Individual contact records with emails, phones, and company links; a core target for contact syncs. Connect Transactions is specific to Navan and People to Twenty CRM — 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. Companies Account-level records that group people and opportunities. Manual Transactions is specific to Navan and Companies to Twenty CRM — 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. Opportunities Deal records tracked through pipeline stages, synced for forecasting. Bookings is specific to Navan and Opportunities to Twenty CRM — 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. Tasks To-dos linked to people, companies, or deals. Custom Fields is specific to Navan and Tasks to Twenty CRM — 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. Notes Free-form notes attached to records, useful for mirroring activity from other tools. Receipts is specific to Navan and Notes to Twenty CRM — 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. Custom Objects User-defined objects created in Twenty's data model settings, addressable through the same APIs as standard objects. Repayments, Fees, and Adjustments is specific to Navan and Custom Objects to Twenty CRM — each maps to any object or custom field on the other side.

How changes propagate between Navan and Twenty CRM

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 Twenty CRM 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 Twenty CRM through its API, with automatic retries and rate-limit backoff.

Twenty CRM Navan Sub-second propagation

DetectionTwenty CRM notifies Stacksync of record changes through webhook events. Webhooks on record create, update, and delete events, or polling on record update 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.
  • Twenty CRM: Subject to the platform's API rate limits; self-hosted deployments control their own limits.
What ships with Navan ⇄ Twenty CRM

Connect Navan and Twenty CRM for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or Twenty CRM 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 Twenty CRM record.

Observability

Monitoring

Track your Navan ⇄ Twenty CRM 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 Twenty CRM.

How the Navan and Twenty CRM 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.

Twenty CRM

Integration surface
GraphQL and REST APIs
Authentication
API key
Change detection
Webhooks on record create, update, and delete events, or polling on record update timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits; self-hosted deployments control their own limits.
How it works

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

    Choose tables

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

Navan and Twenty CRM 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.

Learn more about security
SOC 2 Type II
ISO 27001
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GDPR
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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:

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 430 integrations available for Navan and Twenty CRM.

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