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Accounting and finance ⇄ Data warehouse

Navan to Vertica integration — real-time, two-way sync

Keep Navan and Vertica 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 Vertica

Land the financial records from Navan in Vertica continuously, and write results back, without building or maintaining a pipeline.

Finance data belongs in the warehouse: revenue, invoices, payments, and customers joined with everything else the business measures. Getting it there usually means an extraction pipeline that breaks quietly and delivers yesterday's numbers.

Stacksync syncs Custom Fields, Receipts, Repayments, Fees, and Adjustments, Users from Navan into tables in Vertica in real time, and the connection works in both directions: values computed in Vertica can be written back to fields in Navan where you want them operational. Schema changes are handled, API limits are managed, and the sync is something you configure rather than code you maintain.

Common use cases

  • 01 Pull Bookings by date range into a database to reconcile travel reservations against Card Transactions and monitor travel-policy spend.
  • 02 Sync Users and department mappings from an HRIS into reporting tables so every transaction is attributed to a cost center and manager.
  • 03 Land ERP transactions in Vertica for finance analytics without maintaining hand-built ETL jobs.
  • 04 Push segments or aggregates computed in Vertica back into operational tools such as a CRM.

Common sync patterns

Queryable history for audit and reconciliation

A continuously synced copy in Vertica gives you a durable, queryable record of financial data for month-end and audit questions.

Finance analytics without ETL

Invoices, payments, and customer records from Navan arrive in Vertica as queryable tables, current within seconds instead of a day behind.

Revenue joined with everything else

Analysts combine Navan's financial records with product, marketing, or operational data already in Vertica for reporting the finance system cannot do alone.

What you can sync between Navan and Vertica

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 Vertica 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. Views Logical views used to shape reads for downstream consumers. Connect Transactions is specific to Navan and Views to Vertica — 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. Flex Tables Schema-flexible tables for semi-structured JSON data landed before modeling. Manual Transactions is specific to Navan and Flex Tables to Vertica — 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. External Tables Data queried in place on files or object storage without loading. Bookings is specific to Navan and External Tables to Vertica — 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. Schemas Namespaces used to organize synced datasets by domain or source. Custom Fields is specific to Navan and Schemas to Vertica — 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. Tables Columnar tables; the primary read and write targets for syncs. Receipts is specific to Navan and Tables to Vertica — 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. Projections Sorted, encoded physical copies of table data that the optimizer selects at query time; they affect load and query behavior rather than being addressed directly. Repayments, Fees, and Adjustments is specific to Navan and Projections to Vertica — each maps to any object or custom field on the other side.

How changes propagate between Navan and Vertica

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 Vertica 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 Vertica as a row-level write, with types converted between the two schemas.

Vertica Navan Interval-based propagation

DetectionStacksync polls Vertica for changes on an incremental schedule, reading only records changed since the previous pass. No exposed transaction-log 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.
  • Vertica: No API rate limits; throughput is bounded by cluster resources, and bulk COPY is preferred over row-by-row writes.
What ships with Navan ⇄ Vertica

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or Vertica 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 Vertica record.

Observability

Monitoring

Track your Navan ⇄ Vertica 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 Vertica.

How the Navan and Vertica 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.

Vertica

Integration surface
SQL over JDBC, ODBC, and ADO.NET drivers
Authentication
Database credentials, with LDAP, Kerberos, and OAuth options in enterprise deployments
Change detection
No exposed transaction-log CDC; polling on timestamp or epoch columns
Capabilities
read · write
Rate limits
No API rate limits; throughput is bounded by cluster resources, and bulk COPY is preferred over row-by-row writes.
How it works

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

    Choose tables

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

Navan and Vertica 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 433 integrations available for Navan and Vertica.

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