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Accounting and finance ⇄ Data warehouse

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

Keep Navan and Yellowbrick 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 Yellowbrick

Land the financial records from Navan in Yellowbrick 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 Receipts, Repayments, Fees, and Adjustments, Users, Card Transactions from Navan into tables in Yellowbrick in real time, and the connection works in both directions: values computed in Yellowbrick 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 Push warehouse-computed aggregates or segments back into operational tools such as a CRM.
  • 04 Sync CRM and marketing data into Yellowbrick tables so it can be joined with large fact tables for enterprise BI.

Common sync patterns

Finance analytics without ETL

Invoices, payments, and customer records from Navan arrive in Yellowbrick 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 Yellowbrick for reporting the finance system cannot do alone.

Write-back of computed fields

Scores or segments computed in Yellowbrick, like payment-risk flags or customer tiers, sync back onto records in Navan where the finance team can act on them.

What you can sync between Navan and Yellowbrick

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 Yellowbrick objects How this pairing syncs
Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Databases Top-level containers for schemas and tables. Custom Fields is specific to Navan and Databases to Yellowbrick — 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. Schemas Namespaces used to organize synced datasets by source or domain. Receipts is specific to Navan and Schemas to Yellowbrick — 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. Tables Columnar MPP tables; the primary targets for warehouse syncs. Repayments, Fees, and Adjustments is specific to Navan and Tables to Yellowbrick — 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. Views Logical views used to shape reads for BI and downstream syncs. Users is specific to Navan and Views to Yellowbrick — 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. Users and Roles Access-control objects that govern what a sync service account can read and write. Card Transactions is specific to Navan and Users and Roles to Yellowbrick — each maps to any object or custom field on the other side.

How changes propagate between Navan and Yellowbrick

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

Yellowbrick Navan Interval-based propagation

DetectionStacksync polls Yellowbrick for changes on an incremental schedule, reading only records changed since the previous pass. Polling on timestamp columns.

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.
  • Yellowbrick: No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
What ships with Navan ⇄ Yellowbrick

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or Yellowbrick 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 Yellowbrick record.

Observability

Monitoring

Track your Navan ⇄ Yellowbrick 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 Yellowbrick.

How the Navan and Yellowbrick 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.

Yellowbrick

Integration surface
SQL wire protocol (PostgreSQL-compatible) with JDBC/ODBC drivers; bulk loading via the ybload utility
Authentication
Database credentials, with LDAP and Kerberos options in enterprise deployments
Change detection
Polling on timestamp columns; no exposed transaction-log CDC
Capabilities
read · write
Rate limits
No API rate limits; throughput depends on cluster sizing, and bulk loads should use ybload rather than row-by-row inserts.
How it works

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

    Choose tables

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

Navan and Yellowbrick 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
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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 426 integrations available for Navan and Yellowbrick.

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