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CRM ⇄ ERP

Attio to Microsoft Dynamics NAV integration — real-time, two-way sync

Keep Attio and Microsoft Dynamics NAV in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from Mulesoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Attio and Microsoft Dynamics NAV

Close the gap between front office and back office: Attio and Microsoft Dynamics NAV share customers and status in real time, in both directions.

Attio holds the customer relationship; Microsoft Dynamics NAV runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs People, Companies, Users, Deals in Attio with Customers, Vendors, Items, Sales Orders & Invoices in Microsoft Dynamics NAV field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Sync companies, people, and deals with Postgres so ops teams enrich and update CRM records with SQL.
  • Write product usage and enrichment data into Attio attributes so GTM teams work from live account signals.
  • Sync customers, items, and orders between NAV and a CRM in both directions.
  • Push ecommerce orders into NAV sales orders through published page services.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Microsoft Dynamics NAV manages people and org data: keep Attio aligned

Owners, territories, and org structure informed by Microsoft Dynamics NAV stay current in Attio.

Where Microsoft Dynamics NAV handles order-to-cash: closed-won flows through

A deal won in Attio creates or updates the customer in Microsoft Dynamics NAV with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Attio and Microsoft Dynamics NAV

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.

Attio objects Microsoft Dynamics NAV objects
Deals Pipeline records; read out for revenue reporting and written to from automation. Purchase Orders Purchasing documents reconciled with receiving and vendor systems.
Workspaces Synced with incremental and full sync per the Stacksync docs. G/L Entries Posted ledger entries replicated to warehouses for finance reporting.
Custom objects Workspace-defined objects that behave like standard ones in the API. Item Ledger Entries Inventory movement history read for stock and costing analytics.
People Standard person object; synced with marketing tools and warehouse person tables. Dimensions Analytical codes carried on documents and entries for reporting splits.
Companies Standard company object; matched to billing and product accounts in two-way syncs. Companies Per-company data partitions that scope every sync.
Users Synced with incremental and full sync per the Stacksync docs. Customers Customer cards synced with CRMs so sales sees ERP balances and terms.
What ships with Attio ⇄ Microsoft Dynamics NAV

Connect Attio and Microsoft Dynamics NAV for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Attio–Microsoft Dynamics NAV connection.

Real-time

Two-way sync

Changes in Attio or Microsoft Dynamics NAV instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Attio or Microsoft Dynamics NAV 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 Attio or Microsoft Dynamics NAV record.

Observability

Monitoring

Track your Attio ⇄ Microsoft Dynamics NAV sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Attio and Microsoft Dynamics NAV.

How the Attio and Microsoft Dynamics NAV connectors work

Attio

Integration surface
REST API
Authentication
Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
Change detection
Webhooks on record and list-entry events, with polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits.
Attio setup guide

Microsoft Dynamics NAV

Integration surface
SOAP and OData web services published from NAV pages and codeunits; direct SQL Server access on-premises
Authentication
Windows authentication or NavUserPassword credentials
Change detection
Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases; no native webhooks
Capabilities
read · write · CDC
How it works

How to connect Attio to Microsoft Dynamics NAV — 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 Attio and Microsoft Dynamics NAV 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
    Attio connected
    Microsoft Dynamics NAV connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Attio and Microsoft Dynamics NAV 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 · Attio ⇄ Microsoft Dynamics NAV
    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
    Attio Microsoft Dynamics NAV
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Attio and Microsoft Dynamics NAV integration FAQ

SECURITY

Security teams love 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 386 integrations available for Attio and Microsoft Dynamics NAV.

Popular · 8 of 386
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