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CRM ⇄ ERP

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

Keep Close 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 Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Close and Microsoft Dynamics NAV

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

Close 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 Contacts, Opportunities, Activities, Tasks in Close with Purchase Orders, G/L Entries, Item Ledger Entries, Dimensions 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

  • Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • Keep inventory availability current in storefronts and customer portals.
  • Run parallel sync during a NAV-to-Business Central migration so both systems stay usable.

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

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

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

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

Where Microsoft Dynamics NAV is the finance system of record: money status on the account

Invoice and payment state from Microsoft Dynamics NAV shows on the account in Close, so reps see balances before promising the next order.

What you can sync between Close 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.

Close objects Microsoft Dynamics NAV objects
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Items Item cards and availability mirrored to ecommerce and planning systems.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Sales Orders & Invoices Sales documents created from external orders and read back for posting status.
Users Sales reps referenced as owners on leads, opportunities, and activities. Purchase Orders Purchasing documents reconciled with receiving and vendor systems.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. G/L Entries Posted ledger entries replicated to warehouses for finance reporting.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Item Ledger Entries Inventory movement history read for stock and costing analytics.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Dimensions Analytical codes carried on documents and entries for reporting splits.
What ships with Close ⇄ Microsoft Dynamics NAV

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

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

Real-time

Two-way sync

Changes in Close 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 Close 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 Close or Microsoft Dynamics NAV record.

Observability

Monitoring

Track your Close ⇄ 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 Close and Microsoft Dynamics NAV.

How the Close and Microsoft Dynamics NAV connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

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 Close 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 Close 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
    Close connected
    Microsoft Dynamics NAV connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Close 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.

Learn more about security
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:

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 386 integrations available for Close and Microsoft Dynamics NAV.

Popular · 8 of 386
All Close integrations All Microsoft Dynamics NAV integrations Browse all integrations
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