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Accounting and finance ⇄ CRM

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

Keep Navan and Vtiger 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 Vtiger CRM

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

Finance and sales describe the same customers in different systems. Vtiger 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 Repayments, Fees, and Adjustments, Users, Card Transactions, Connect Transactions in Navan to Cases, Products, Quotes, Sales Orders in Vtiger 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 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 Mirror Leads and Campaigns to an email platform to keep marketing lists current.
  • 04 Two-way contact and organization sync between Vtiger and a billing or ERP system.

Common sync patterns

Billing detail changes flow back

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

Collections with context

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

Where Vtiger 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 Vtiger 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 Vtiger CRM 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. Contacts Person records linked to organizations; a core target for two-way contact syncs. Receipts is specific to Navan and Contacts to Vtiger 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. Organizations Company and account records. Repayments, Fees, and Adjustments is specific to Navan and Organizations to Vtiger CRM — 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. Leads Unqualified prospects that convert into contacts, organizations, and opportunities. Users is specific to Navan and Leads to Vtiger CRM — 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. Opportunities Deal records, historically the Potentials module, synced for pipeline reporting. Card Transactions is specific to Navan and Opportunities to Vtiger CRM — 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. Cases Support tickets from the help-desk module, mirrored to external trackers. Connect Transactions is specific to Navan and Cases to Vtiger 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. Products Catalog items referenced on quotes, orders, and invoices. Manual Transactions is specific to Navan and Products to Vtiger CRM — each maps to any object or custom field on the other side.

How changes propagate between Navan and Vtiger 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 Vtiger 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 Vtiger CRM through its API, with automatic retries and rate-limit backoff.

Vtiger CRM Navan Sub-second propagation

DetectionVtiger CRM notifies Stacksync of record changes through webhook events. Polling on record modified 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.
  • Vtiger CRM: Subject to the platform's API rate limits, which vary by edition.
What ships with Navan ⇄ Vtiger CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or Vtiger 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 Vtiger CRM record.

Observability

Monitoring

Track your Navan ⇄ Vtiger 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 Vtiger CRM.

How the Navan and Vtiger 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.

Vtiger CRM

Integration surface
REST API
Authentication
HTTP Basic with username and access key
Change detection
Polling on record modified timestamps; workflows can fire outbound HTTP calls on record events
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits, which vary by edition.
How it works

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

    Choose tables

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

Navan and Vtiger 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.

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→ 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 516 integrations available for Navan and Vtiger CRM.

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