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Accounting and finance

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

Keep Navan and Zuora 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 Zuora

Keep the customer, invoice, and payment records that Navan and Zuora share consistent in real time, whether the two systems split your finance stack or one is replacing the other.

Two finance systems in one company usually means one of two setups. Either the systems divide the work, with one issuing invoices or serving a business unit while the other holds the books, or one is on its way out and both must stay accurate during the transition. In both cases, the customer, invoice, and payment records the two systems share start to drift the moment updates are keyed twice or moved by hand.

Stacksync syncs Users, Card Transactions, Connect Transactions, Manual Transactions in Navan with Rate Plan and Rate Plan Charge, Product and Product Rate Plan (Product Catalog), Invoice, Payment in Zuora bi-directionally and in real time. A record created or corrected in either system appears in the other within seconds, with field-level mapping and conflict resolution in place of CSV exports and nightly batch jobs.

That matters most at close. When both systems agree on who was billed, what was paid, and what is outstanding, reconciliation stops being a hunt for which copy of the truth is current.

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 Two-way sync of Accounts and Subscriptions with an operational Postgres database so product and finance teams read billing state in SQL while changes flow back into Zuora.
  • 04 Master the Product Catalog (Products and Product Rate Plans) in a database or PIM and write pricing changes into Zuora.

Common sync patterns

Entity or business-unit roll-up

Where each system serves a different entity or unit, sync the shared records so group-level reporting starts from consistent data.

Where Navan issues invoices and Zuora holds the books

Invoices and payments recorded on the billing side land in the system of record automatically, so revenue is captured once and correctly.

Parallel run during a migration

When one system is replacing the other, keep both live and matching through the cutover, so no transaction falls between the last export and go-live.

What you can sync between Navan and Zuora

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 Zuora objects How this pairing syncs
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. Account (Billing Account) The customer billing entity holding contacts, payment methods, and billing settings; synced two-way as the parent record most other Zuora objects hang off. Card Transactions is specific to Navan and Account (Billing Account) to Zuora — 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. Subscription Recurring or usage-based subscription tied to an Account; read for revenue state and written when provisioning or changing plans from a CRM or app. Connect Transactions is specific to Navan and Subscription to Zuora — 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. Rate Plan and Rate Plan Charge The priced components inside a Subscription; synced so charge amounts, quantities, and effective dates stay aligned with the source system. Manual Transactions is specific to Navan and Rate Plan and Rate Plan Charge to Zuora — 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. Product and Product Rate Plan (Product Catalog) The catalog of sellable products and their pricing; usually mastered elsewhere and written into Zuora, or read to map subscription charges. Bookings is specific to Navan and Product and Product Rate Plan (Product Catalog) to Zuora — 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. Invoice Billing documents generated from rate plan charges and order line items; typically read out into an ERP or GL for revenue recognition and reconciliation. Custom Fields is specific to Navan and Invoice to Zuora — 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. Payment Payment and refund transactions applied against invoices; read for cash application, dunning, and reconciliation reporting in the warehouse. Receipts is specific to Navan and Payment to Zuora — each maps to any object or custom field on the other side.

How changes propagate between Navan and Zuora

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

Zuora Navan Sub-second propagation

DetectionZuora notifies Stacksync of record changes through webhook events. Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for.

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.
  • Zuora: Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
What ships with Navan ⇄ Zuora

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan or Zuora 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 Zuora record.

Observability

Monitoring

Track your Navan ⇄ Zuora 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 Zuora.

How the Navan and Zuora 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.

Zuora

Integration surface
REST API (v1) with Object Query, Data Query, and AQuA bulk export; legacy SOAP API also available
Authentication
OAuth 2.0 client credentials (bearer token, 3600s expiry); access is governed by the Zuora role of the OAuth client's associated user, with no granular scopes
Change detection
Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for event-driven changes
Capabilities
read · write · webhooks
Rate limits
Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
How it works

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

    Choose tables

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

Navan and Zuora integration FAQ

SECURITY

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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

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