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Connect™

Unify Dynamics NAV & NetSuite: Intelligent Integration for Seamless Operations

Break down data silos and drive efficiency with real-time, AI-powered integration between your Dynamics NAV and NetSuite ERP systems.

The Challenge

The Challenges of Disconnected Dynamics NAV and NetSuite Environments

Operating Dynamics NAV and NetSuite as separate systems creates a chasm of inefficiencies, leading to fragmented data, manual bottlenecks, and delayed insights that hinder business growth and decision-making.

  • Manual data entry and reconciliation between systems, leading to errors and delays.
  • Inconsistent customer, item, and financial data across sales, operations, and accounting.
  • Delayed order processing and fulfillment due to disconnected inventory and sales information.
  • Lack of real-time visibility into overall business performance and financial health.
  • Increased operational costs from redundant efforts and reactive problem-solving.
  • Difficulty in scaling operations due to complex, brittle point-to-point integrations or custom code.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Dynamics NAV and NetSuite with a Modern iPaaS

Our iPaaS-powered solution provides a sophisticated, yet easy-to-manage, bridge between Dynamics NAV and NetSuite. It orchestrates complex workflows, harmonizes data, and automates processes across your entire enterprise, ensuring data integrity and operational excellence.

  • Bi-directional data synchronization for master data (Customers, Items, Vendors)
  • Automated transaction processing (Sales Orders, Invoices, Payments, Purchase Orders)
  • Real-time inventory level updates across both ERPs
  • AI-driven data validation and anomaly detection
  • Low-code/no-code workflow design for business users
Implementation Timeline

Go live with Dynamics NAV + NetSuite 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 NetSuite, 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 + NetSuite deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional data synchronization for master data (Customers, Items, Vendors)
  • Automated transaction processing (Sales Orders, Invoices, Payments, Purchase Orders)
  • Real-time inventory level updates across both ERPs
  • AI-driven data validation and anomaly detection
  • Low-code/no-code workflow design for business users
  • Robust error handling, logging, and alerting mechanisms
  • Centralized integration governance and monitoring

Technical Integration Details: Dynamics NAV & NetSuite Connectivity

Our iPaaS provides a robust, secure, and scalable framework for integrating Dynamics NAV and NetSuite, leveraging the strengths of each system's API capabilities for optimal data exchange and workflow automation.

Data Flow Steps

System A (Dynamics NAV) Connectivity: The iPaaS connects to Dynamics NAV primarily via its Web Services (ODataV4 and SOAP). This allows for reading, creating, updating, and deleting records like Customers, Items, Sales Orders, Purchase Orders, and General Journal Lines. Authentication uses dedicated NAV user accounts with Web Service Access Keys for secure access with least privilege.

System B (NetSuite) Connectivity: The iPaaS connects to NetSuite using Token-Based Authentication (TBA) for SuiteTalk (SOAP) and custom RESTlets or the standard REST API. This enables comprehensive record management for Customers, Items, Sales Orders, Invoices, Vendor Bills, and Journal Entries, respecting NetSuite's governor limits.

Data Mapping & Transformation: A visual mapping canvas within the iPaaS allows for drag-and-drop field mapping between NAV and NetSuite schemas. Low-code transformation functions handle data type conversions, format standardization (e.g., addresses, dates, currencies), and complex business logic.

Workflow Orchestration: Design multi-step, conditional workflows. For example, a new Sales Order in NAV triggers a lookup for the Customer in NetSuite, creates the Customer if not found, then creates the Sales Order in NetSuite.

Error Handling & Monitoring: Implement comprehensive error handling with automated retries (exponential back-off), dead-letter queues for unrecoverable errors, and real-time alerts. Centralized dashboards provide end-to-end visibility into integration health and performance.

Data Touchpoints

Dynamics NAV: Customers, Vendors, Items, Sales Orders, Purchase Orders, Sales Invoices, Purchase Invoices, Payment (Cash Receipt Journal), General Ledger Entry, Shipment.
NetSuite: Customer, Vendor, Item, Sales Order, Invoice, Vendor Bill, Payment, Journal Entry, Item Fulfillment, Employee.

"Data flow typically originates from either system based on business events. For instance, an eCommerce order entering Dynamics NAV triggers its processing, then relevant data (customer, sales order, item fulfillment, invoice) flows to NetSuite for financial reconciliation. Conversely, new vendor master data might originate in NetSuite and flow to NAV. The iPaaS acts as the central orchestrator, handling data transformation, validation, and error management between NAV's Web Services and NetSuite's APIs, ensuring secure and consistent bi-directional data synchronization."

Pricing

Simple, transparent pricing for Dynamics NAV + NetSuite.

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 Entity Synchronization & Field-Level Mapping

A successful integration hinges on accurate mapping and transformation of core business entities. Our iPaaS provides granular control over how data flows between Dynamics NAV and NetSuite, ensuring consistency and integrity.

Customer

Synchronizes customer master data, ensuring consistent records for sales, billing, and reporting across both ERPs.

Dynamics NAV Fields

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

NetSuite Fields

entityId companyName firstName lastName email phone billAddress shipAddress subsidiary currency

Mapping Notes

Dynamics NAV's 'No.' maps to NetSuite's 'entityId'. Address fields require concatenation/splitting and formatting. 'Customer Posting Group' in NAV needs to map to appropriate NetSuite 'subsidiary' and 'account' logic. AI assists in standardizing address formats.

Next Steps

See Dynamics NAV + NetSuite integration in action.

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

Real-World Applications

Integration Use Cases

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

eCommerce Order-to-Cash Automation

Automate the complete lifecycle of sales orders from your eCommerce platform (e.g., Shopify, Magento) through Dynamics NAV for operational fulfillment and then into NetSuite for financial posting and reporting.

Integration Steps:

  1. 0 New order placed on eCommerce platform.
  2. 1 iPaaS captures order, maps customer and item data to Dynamics NAV schema.
  3. 2 Customer (if new) and Sales Order are created in Dynamics NAV via OData/SOAP. Inventory is reserved.
  4. 3 Dynamics NAV processes fulfillment (or integrates with WMS). Shipment details are updated in NAV.
  5. 4 iPaaS triggers creation of Sales Order and Item Fulfillment in NetSuite via SuiteTalk/RESTlets based on NAV's order status and shipment.
  6. 5 Invoice generated in NetSuite from Sales Order/Item Fulfillment and linked to customer.
  7. 6 Payment reconciliation data from payment gateway is fed to NAV (Cash Receipt Journal) and synchronized to NetSuite (Payment record) to apply against invoices.

Business Outcome

Real-time order processing, accurate inventory, accelerated invoicing, and improved cash flow visibility. Prevents overselling and reduces manual data entry for sales and finance teams.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Financial Close
Automate the flow of invoices, payments, and general ledger entries, reducing manual reconciliation and speeding up month-end close by up to 50%.
Real-time Operational Visibility
Gain a unified, real-time view of inventory levels, sales orders, and customer data across Dynamics NAV and NetSuite, enabling informed decision-making.
Reduced Manual Data Entry & Errors
Eliminate redundant data entry and minimize human errors through automated, AI-validated data synchronization, saving countless hours and improving data quality.
Optimized Inventory Management
Synchronize item master data and inventory levels in real-time, preventing overselling, optimizing stock, and improving order fulfillment rates.
Enhanced Customer Experience
Ensure consistent customer information and faster order processing, leading to improved satisfaction and stronger customer relationships.
Lower IT & Operational Costs
Reduce reliance on custom code and manual processes, cutting integration development time and ongoing maintenance costs significantly.
Scalability & Future-Proofing
Build a resilient integration foundation that scales with your business needs and easily adapts to future system changes or new integrations.

Accelerated Financial Close

50% Faster Close

📋 What You Get

Automate the flow of invoices, payments, and general ledger entries, reducing manual reconciliation and speeding up month-end close by up to 50%.

💼 Business Impact

This benefit directly contributes to 50% improvement in Faster Close, 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 CRUD operations for customer records. Critical for CRM synchronization and order processing.
GET, PATCH /ODataV4/Company('CompanyName')/Items Retrieve product information and update inventory levels. Essential for eCommerce and WMS integration.
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create, retrieve, and update sales orders. Primary for eCommerce order intake.
POST /ODataV4/Company('CompanyName')/GenJournalLines Post general journal entries, including payment applications and manual adjustments.

Transformation Logic

  • ID Mapping: Cross-referencing internal IDs (e.g., NAV Customer 'No.' to NetSuite Customer 'internalId' or 'entityId').
  • Address Standardization: Converting address line fields into consistent, structured formats.
  • Currency Conversion: Handling multi-currency transactions and mapping currency codes.
  • Date/Time Formatting: Ensuring consistent date and time formats across systems.
  • Conditional Logic: Applying transformations based on specific field values (e.g., if NAV 'Status' is 'Released', map to NetSuite 'Pending Fulfillment').
  • Value Lookups: Translating picklist values or codes (e.g., NAV 'Gen. Bus. Posting Group' to NetSuite 'Department' or 'Class').

🛡️ Error Handling

  • API Rate Limit Exceeded: NetSuite returns 429 errors; iPaaS implements exponential backoff.
  • Data Validation Failure: Invalid data format or missing required fields; flagged by AI and routed to dead-letter queue.
  • Record Not Found: Attempting to link a Sales Order to a non-existent Customer in NetSuite; triggers alert for data discrepancy.
  • Concurrent Modification: Multiple integrations attempting to update the same NetSuite record simultaneously; iPaaS manages concurrency or retries.
  • Authentication Failure: Incorrect NAV Web Service Key or NetSuite TBA credentials; triggers critical security alert.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

What is the best way to integrate Dynamics NAV with NetSuite?
The most robust and scalable approach is to use a modern Integration Platform as a Service (iPaaS). An iPaaS provides pre-built connectors for both Dynamics NAV (Web Services) and NetSuite (SuiteTalk/RESTlets), visual data mapping, workflow orchestration, and robust error handling, enabling real-time, event-driven integrations without custom coding.

AI & Automation FAQs

How does AI enhance Dynamics NAV and NetSuite integrations?
AI significantly augments integrations by providing intelligent data validation, detecting anomalies in transactions (e.g., unusual invoice amounts), suggesting optimal field mappings between disparate schemas, and even automating error resolution for common issues. This reduces manual effort, improves data quality, and introduces predictive capabilities into your workflows.

Technical FAQs

How do I handle authentication for both Dynamics NAV and NetSuite APIs?
For Dynamics NAV, authentication typically involves using a dedicated NAV user ID paired with a Web Service Access Key, securely stored in the iPaaS's credential vault. For NetSuite, the recommended and most secure method is Token-Based Authentication (TBA), which uses consumer keys/secrets and token IDs/secrets. The iPaaS manages these credentials securely.

Performance FAQs

What are NetSuite's governor limits, and how does the integration manage them?
NetSuite imposes governor limits on API calls per minute/hour and concurrent requests to maintain system stability. Our iPaaS is designed to manage these by utilizing batch processing (`addList`, `updateList`), implementing intelligent queuing and throttling mechanisms, and employing exponential backoff for retries, ensuring your integrations operate within NetSuite's constraints.

Customization FAQs

Can I synchronize custom fields between Dynamics NAV and NetSuite?
Absolutely. Our iPaaS dynamically discovers and supports custom fields in both Dynamics NAV and NetSuite. You can easily map these custom fields using the visual mapper, allowing you to maintain consistency for all your unique business data.

Data Management FAQs

How does the integration ensure data consistency and integrity?
Data consistency is achieved through a multi-layered approach: intelligent data mapping, robust transformation rules, AI-driven validation logic to prevent bad data, and configurable conflict resolution strategies (e.g., master-system-wins). Comprehensive logging and monitoring further ensure data integrity and auditability.

Architecture FAQs

Is Dynamics NAV suitable for event-driven architecture?
While Dynamics NAV isn't natively event-driven in the modern sense, our iPaaS enables an event-driven architecture around it. The iPaaS can poll NAV's OData feeds for changes or leverage custom NAV extensions to capture events in near real-time, then trigger workflows and push data to NetSuite or other systems.

Business Value FAQs

What kind of ROI can I expect from integrating NAV and NetSuite?
You can expect significant ROI through reduced manual effort, fewer data errors, accelerated financial close cycles, improved inventory accuracy, enhanced customer satisfaction, and lower operational costs. Many organizations see a return on investment within months due to increased efficiency and better decision-making capabilities.
Pricing

Simple, transparent pricing for Dynamics NAV + NetSuite.

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 + NetSuite integration in action.

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