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Dynamics NAV & Acumatica Integration: Unify Your ERPs, Automate Everything.

Break down data silos, eliminate manual tasks, and achieve real-time operational excellence by seamlessly connecting Dynamics NAV and Acumatica with our AI-powered iPaaS.

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The Challenge

The Challenge of Disconnected ERP Systems

Many businesses grapple with the complexities of managing operations across disparate ERP systems like Dynamics NAV and Acumatica. This fragmentation leads to operational inefficiencies, data inconsistencies, and limited visibility, hindering growth and agility.

  • Manual data entry between NAV and Acumatica is time-consuming and error-prone.
  • Lack of real-time inventory visibility leads to overselling and customer dissatisfaction.
  • Delayed financial reconciliation due to manual payment application and invoice processing.
  • Inconsistent customer and vendor master data across systems causes operational friction.
  • Difficulty in generating unified reports and gaining a holistic view of business performance.
  • High reliance on IT for custom integrations, leading to slow development cycles and maintenance overhead.
Integration Diagram
Solution Illustration
The Solution

Seamless Dynamics NAV & Acumatica Integration with AI-Powered iPaaS

Our intelligent iPaaS platform provides a comprehensive solution to connect Dynamics NAV and Acumatica, transforming your operations with real-time data synchronization, automated workflows, and AI-driven intelligence.

  • Unified Customer & Vendor Master Data
  • Automated Order-to-Cash & Procure-to-Pay
  • Real-time Inventory & Pricing Synchronization
  • Financial Transaction & Payment Reconciliation
  • AI-Assisted Data Validation & Anomaly Detection
Implementation Timeline

Go live with Dynamics NAV + Acumatica in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics NAV and Acumatica, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics NAV + Acumatica deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Unified Customer & Vendor Master Data
  • Automated Order-to-Cash & Procure-to-Pay
  • Real-time Inventory & Pricing Synchronization
  • Financial Transaction & Payment Reconciliation
  • AI-Assisted Data Validation & Anomaly Detection
  • Low-Code/No-Code Workflow Design

Dynamics NAV & Acumatica Integration: Technical Deep Dive

Our iPaaS provides a robust, scalable, and secure framework for connecting Dynamics NAV and Acumatica, leveraging their respective API capabilities for optimal data flow and process automation.

Data Flow Steps

Connection Setup: Configure secure connections for Dynamics NAV (Web Service Access Key) and Acumatica (OAuth 2.0).

Trigger Definition: Define integration triggers – Acumatica Business Events (webhooks) for real-time updates and scheduled polling of Dynamics NAV Web Services for changes.

Data Extraction: Extract relevant data from the source system using optimized API queries (OData filters, select clauses).

Data Mapping & Transformation: Visually map source fields to target fields, applying AI-assisted transformation logic, data cleansing, and canonical model enforcement.

Business Logic & Validation: Implement conditional logic, lookups, and AI-powered validation rules to ensure data integrity before writing to the target ERP.

Error Handling & Retries: Configure robust error handling, exponential back-off retries for transient issues, and dead-letter queues for persistent failures.

Data Loading: Post transformed and validated data to the target ERP's API endpoints (e.g., Acumatica Sales Order API, NAV Customer OData).

Status Updates & Notifications: Update source systems with status changes (e.g., order fulfillment) and send alerts for critical integration events.

Data Touchpoints

Customer (NAV Customer, Acumatica Customer AR303000)
Vendor (NAV Vendor, Acumatica Vendor AP303000)
Item / Inventory Item (NAV Item, Acumatica Inventory Item IN202500)
Sales Order (NAV Sales Order, Acumatica Sales Order SO301000)
Purchase Order (NAV Purchase Order, Acumatica Purchase Order)
Sales Invoice (NAV Sales Invoice, Acumatica Invoice AR301000)
Payment / Cash Receipt (NAV Payment, Acumatica Payment AR302000 / AP302000)
General Ledger Entry / Batch (NAV General Ledger Entry, Acumatica General Ledger Batch GL301000)
Shipment (NAV Shipment, Acumatica Shipment SO302000)
Resource (NAV Resource, Acumatica Project PM301000)

"The integration flows are orchestrated by the iPaaS, acting as middleware. Acumatica utilizes its native Business Events to push real-time updates (e.g., new Sales Order, Inventory change) to the iPaaS via webhooks. Dynamics NAV changes are captured either through scheduled polling of its OData/SOAP Web Services or, in advanced setups, via Change Data Capture (CDC) mechanisms. The iPaaS then performs data mapping, transformation, AI-assisted validation, and business logic application before pushing data to the respective target system's APIs. Bidirectional synchronization is supported for master data like Customers and Items, while transactional flows (e.g., eCommerce orders) typically initiate in one system and flow to the other."

Pricing

Simple, transparent pricing for Dynamics NAV + Acumatica.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Dynamics NAV

Integrating Dynamics NAV fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping between Dynamics NAV and Acumatica

Our iPaaS provides robust, AI-assisted capabilities for mapping and transforming critical business entities between Dynamics NAV and Acumatica, ensuring data integrity and consistency.

Customer

Represents a business or individual that purchases goods or services. Critical for sales, invoicing, and CRM synchronization.

Dynamics NAV Fields

No. Name Address City Post Code Country/Region Code Phone No. E-Mail Currency Code Customer Posting Group Gen. Bus. Posting Group

Acumatica Fields

CustomerID CustomerName Status MainContact (Email, Phone) DefaultBillAddress DefaultShipAddress ExternalRefNbr

Mapping Notes

Dynamics NAV's 'No.' maps to Acumatica's 'CustomerID'. Ensure consistent numbering series or use Acumatica's 'ExternalRefNbr' to store the NAV 'No.' to facilitate lookups. Address fields require careful standardization due to format differences.

Next Steps

See Dynamics NAV + Acumatica integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Unified Customer & Contact Master Data

Synchronize customer and contact information bidirectionally between Acumatica (AR303000, CR302000) and Dynamics NAV (Customer entity), ensuring sales, finance, and service teams always work with accurate, consistent data. AI assists with deduplication.

Integration Steps:

  1. 0 Customer/Contact created or updated in Acumatica (triggered by Business Event) or Dynamics NAV (triggered by polling/event listener).
  2. 1 iPaaS captures the change, maps key fields (e.g., CustomerID/No., Name, Address, Email, Phone, Status, ExternalRefNbr).
  3. 2 AI-assisted validation checks for duplicates and standardizes address formats.
  4. 3 Data is synchronized to the other ERP, creating a new record or updating an existing one, utilizing ExternalRefNbr for cross-referencing.
  5. 4 Any conflicts are flagged and routed for review.

Business Outcome

Eliminated duplicate customer records, improved data quality by 98%, provided a 360-degree view of customers, and streamlined reporting.

Frequency

Real-time (event-driven or near real-time polling)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Boost Operational Efficiency
Automate manual data entry and complex workflows between Dynamics NAV and Acumatica, freeing up your team to focus on strategic initiatives.
Ensure Data Accuracy & Consistency
Achieve a single source of truth with real-time, validated data synchronization, eliminating discrepancies across your ERPs.
Accelerate Order-to-Cash Cycle
Streamline sales order processing, inventory updates, and payment reconciliation for faster revenue recognition.
Gain Real-time Visibility
Access up-to-the-minute insights into inventory, financials, and customer data for informed decision-making.
Reduce IT Overhead
Empower business users with low-code tools, reducing reliance on custom coding and specialized IT resources for integration.
Enhance Security & Compliance
Implement enterprise-grade security, robust error handling, and audit trails to protect your critical ERP data.
✨

Boost Operational Efficiency

70%+ Reduction in manual data entry

📋 What You Get

Automate manual data entry and complex workflows between Dynamics NAV and Acumatica, freeing up your team to focus on strategic initiatives.

💼 Business Impact

This benefit directly contributes to 70%+ improvement in Reduction in manual data entry, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PATCH, DELETE /ODataV4/Company('CompanyName')/Customers Manage customer records for CRM sync and master data management.
GET, PATCH /ODataV4/Company('CompanyName')/Items Retrieve product information, update inventory levels, and synchronize pricing.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create new sales orders, retrieve details, and update statuses.
GET, POST, PATCH /ODataV4/Company('CompanyName')/Vendors Manage vendor master data for procurement and accounts payable.
GET, POST, PATCH /ODataV4/Company('CompanyName')/PurchaseOrders Create purchase orders and track their status.
GET, POST /ODataV4/Company('CompanyName')/SalesInvoices Generate and retrieve sales invoices for financial reporting.
POST /ODataV4/Company('CompanyName')/GenJournalLines Post general journal entries for financial transactions.

⚡ Transformation Logic

  • Schema Normalization: Convert disparate data structures (e.g., address formats) into a consistent, canonical model.
  • ID Mapping: Cross-reference internal IDs (e.g., NAV 'No.') with external IDs (e.g., Acumatica 'ExternalRefNbr').
  • Data Type Conversion: Handle differences in data types (e.g., date formats, numeric precision).
  • Conditional Logic: Apply transformations based on specific business rules (e.g., different pricing logic for certain customer groups).
  • Lookup & Enrichment: Augment data with information from external sources or internal caches (e.g., tax rates, shipping zones).
  • Aggregation/Disaggregation: Combine or split data elements as required by the target system's schema.

🛡️ Error Handling

  • Transient Network Issues: Handled by automatic retries with exponential backoff.
  • API Rate Limit Exceeded: Managed by intelligent throttling and queuing.
  • Invalid Data Payload: Data sent to dead-letter queue for manual review; AI suggests corrections.
  • Authentication Failure: Alerts triggered; credentials securely managed in vault.
  • Target System Unavailability: Messages queued; retries initiated when system is back online.
  • Business Logic Violation: Workflow flagged for review; data rejected with clear error message.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ What are the primary benefits of integrating Dynamics NAV with Acumatica?
Integrating Dynamics NAV with Acumatica centralizes your critical business data, automates workflows like order-to-cash and procure-to-pay, ensures real-time inventory and customer data synchronization, reduces manual errors, and provides a unified view for better decision-making. It eliminates data silos and boosts operational efficiency.

Technical FAQs

▸ How does your iPaaS handle authentication for both Dynamics NAV and Acumatica?
For Dynamics NAV, we securely utilize Web Service Access Keys with dedicated, least-privilege user accounts. For Acumatica, we leverage OAuth 2.0 for robust, token-based authentication. All credentials are encrypted and stored in a secure credential vault within the iPaaS, ensuring enterprise-grade security.

Customization FAQs

▸ Can I synchronize custom fields between Dynamics NAV and Acumatica?
Absolutely. Our iPaaS automatically detects custom fields exposed via APIs in both Dynamics NAV and Acumatica. Our visual mapping tool allows you to easily drag-and-drop these custom fields for synchronization, and AI can even suggest mappings based on field names and data types.

Data Management FAQs

▸ What kind of data transformation is typically needed for NAV and Acumatica integrations?
Common transformations include standardizing address formats, converting external IDs to internal ERP numbering series, mapping different product attributes and categories (e.g., NAV Item Category to Acumatica ItemClassID), translating currency codes, and adjusting date/time formats. Our iPaaS provides a powerful visual data mapper with AI assistance for these tasks.

AI Features FAQs

▸ How does AI enhance the Dynamics NAV and Acumatica integration?
AI significantly augments the integration by providing intelligent mapping suggestions, detecting anomalies in financial transactions or data payloads, validating data quality to prevent errors, and offering smart error resolution. It helps automate complex logic, reduces manual intervention, and introduces predictive capabilities into your workflows.

Performance FAQs

▸ Is real-time synchronization possible between Dynamics NAV and Acumatica?
Yes, real-time synchronization is a core capability. We leverage Acumatica's Business Events (webhooks) for immediate updates. For Dynamics NAV, optimized polling of its OData Web Services allows for near real-time data capture. This ensures that critical data like inventory levels, sales orders, and customer information are always up-to-date across both ERPs.

Error Handling FAQs

▸ How do you handle errors and ensure data integrity during integration?
Our iPaaS employs robust error handling with comprehensive logging, configurable exponential back-off retries for transient issues, and dead-letter queues (DLQs) for persistent errors. Automated alerts notify relevant teams, and AI can assist in analyzing error patterns and suggesting resolutions, ensuring data integrity and minimizing downtime.

Use Cases FAQs

▸ Can this integration support phased ERP migration from NAV to Acumatica?
Absolutely. Our integration solution is ideal for phased migrations. It allows for the gradual synchronization of master data (customers, vendors, items) and transactional data (historical orders, GL entries) between NAV and Acumatica, enabling you to run both systems concurrently during the transition period and ensure business continuity.
Pricing

Simple, transparent pricing for Dynamics NAV + Acumatica.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Dynamics NAV + Acumatica integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo