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Connect™

Dynamics NAV + Zoho Integration

Clarity Connect™ integrates Dynamics NAV with Zoho, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Dynamics NAV and Zoho through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Dynamics NAV and Zoho.

  • Automatically discover and map custom fields in Dynamics NAV tables (via Web Services).
  • Support for custom modules and custom fields within Zoho CRM, Books, and Inventory.
  • Visual mapping interface allows easy selection and transformation of custom fields.
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Automatically discover and map custom fields in Dynamics NAV tables (via Web Services).
  • Support for custom modules and custom fields within Zoho CRM, Books, and Inventory.
  • Visual mapping interface allows easy selection and transformation of custom fields.

Robust Integration Architecture

The integration leverages a modern, cloud-native iPaaS as the central nervous system, connecting Dynamics NAV and Zoho through secure, scalable, and resilient architecture patterns. This ensures high availability and data integrity for all business-critical workflows.

Data Flow Steps

API-First Integration: Prioritizing use of native APIs for direct, programmatic access.

Event-Driven Architecture: Utilizing Zoho webhooks and simulated NAV events for real-time synchronization.

Canonical Data Model: Defining a standardized data format within the iPaaS to simplify transformations.

Publish/Subscribe: Decoupling systems where appropriate for greater flexibility.

Request/Reply: For synchronous operations needing immediate feedback.

Data Touchpoints

iPaaS Platform: Cloud-based integration hub.
Dynamics NAV Connector: Utilizes OData/SOAP Web Services, handling authentication and data exchange.
Zoho Connectors: Pre-built connectors for Zoho CRM, Books, Inventory, etc., leveraging OAuth 2.0.
Transformation Engine: For data mapping, cleansing, and enrichment.
Workflow Orchestrator: Designs and executes multi-step integration flows.
Monitoring & Alerting: Real-time dashboards and notification systems.
Secure Credential Vault: Encrypted storage for API keys and tokens.
Runtime Agents (for on-prem NAV): Securely connect to on-premise Dynamics NAV instances without exposing the internal network directly.

"Conceptual Diagram: Dynamics NAV <--> iPaaS (Connectors, Transformation Engine, Workflow Orchestrator, Monitoring) <--> Zoho (CRM, Books, Inventory)"

Pricing

Simple, transparent pricing for Dynamics NAV + Zoho.

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.
  • ✓
    Event Trigger
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    Data Ingestion & Pre-processing
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    Schema Mapping & Transformation
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    Data Validation
  • ✓
    Target System API Call
  • ✓
    Error Handling & Retry
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    Post-processing & Status Update
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer

Synchronizes customer records for sales, invoicing, and CRM activities.

Dynamics NAV Fields

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

Zoho Fields

Account Name Billing Street Shipping Street Website Phone Email Industry Contact First Name Contact Last Name

Mapping Notes

Dynamics NAV's 'No.' maps to a unique external ID in Zoho. Address formats require careful transformation. Consider mapping NAV 'Customer Posting Group' to a custom field or tag in Zoho for financial segmentation.

Next Steps

See Dynamics NAV + Zoho 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.

eCommerce Order-to-Cash Automation

Automate sales order processing from an eCommerce platform into Dynamics NAV, while updating customer and order details in Zoho CRM and inventory in Zoho Inventory.

Integration Steps:

Business Outcome

Frequency

Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

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 order details, and update order statuses.
GET, POST, PATCH /ODataV4/Company('CompanyName')/Vendors Manage vendor master data for procurement and accounts payable.
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, including payment applications.

⚡ Transformation Logic

  • Standardize address formats (e.g., parse single string into street, city, postal code).
  • Map lookup values (e.g., Zoho 'Lead Source' to NAV 'Sales Channel Code').
  • Concatenate/split fields (e.g., Zoho 'First Name' and 'Last Name' to NAV 'Name').
  • Format dates and times to match system requirements.
  • Apply conditional logic for pricing or tax calculations based on specific criteria.
  • Convert external IDs to NAV's internal numbering series and vice-versa.

🛡️ Error Handling

  • Invalid customer ID from Zoho when creating a Sales Order in NAV.
  • Zoho API rate limit exceeded during bulk updates.
  • Network connectivity issues preventing NAV Web Service access.
  • Malformed data payload from source system failing NAV's schema validation.
  • Duplicate record creation due to re-processing or conflicting IDs.
  • Authentication token expiration for Zoho APIs.
Pricing

Simple, transparent pricing for Dynamics NAV + Zoho.

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
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 Zoho?
Integrating Dynamics NAV with Zoho provides a unified view of your business by synchronizing critical data like customers, orders, and inventory. This eliminates manual data entry, reduces errors, accelerates workflows (e.g., order-to-cash), improves data consistency across ERP and CRM, and enables better decision-making with real-time insights.

Data Sync FAQs

▸ How does the integration handle customer master data between NAV and Zoho CRM?
Customer master data synchronization is a core capability. The iPaaS ensures consistent customer records are maintained bi-directionally. New customers from Zoho CRM can be created in NAV, and updates in NAV (e.g., billing address) can reflect in Zoho CRM. Intelligent mapping and AI-driven deduplication prevent data conflicts and maintain a 'Customer 360' view.

Use Cases FAQs

▸ Can I automate the eCommerce order-to-cash process between Zoho and Dynamics NAV?
Absolutely. This is a common and highly valuable use case. The iPaaS can automatically ingest sales orders from your eCommerce platform into Zoho Inventory/Books, then push them to Dynamics NAV for fulfillment and invoicing. Inventory levels are updated in real-time across all systems, and order status changes can flow back to Zoho and your eCommerce store.

Technical FAQs

▸ What authentication methods are used for Dynamics NAV and Zoho APIs?
For Dynamics NAV Web Services (OData/SOAP), authentication typically involves Web Service Access Keys with a dedicated NAV user account, or Windows Authentication for on-premise setups. Zoho APIs primarily use OAuth 2.0 for secure access and token management. Our iPaaS securely handles and rotates these credentials following best practices.

AI Features FAQs

▸ How does AI enhance the Dynamics NAV and Zoho integration?
AI significantly augments the integration by providing intelligent data validation (e.g., flagging anomalies in invoices), suggesting complex field mappings, assisting in data cleansing, and detecting potential conflicts or errors proactively. This reduces manual intervention, improves data quality, and accelerates integration development.

Performance FAQs

▸ How are Zoho API rate limits managed during synchronization?
Our iPaaS is designed to intelligently manage Zoho API rate limits. It employs strategies like message queuing, intelligent batching of requests, and exponential backoff for retries to ensure that API calls are processed efficiently without exceeding Zoho's limits, preventing service interruptions.

Customization FAQs

▸ Is it possible to customize integration workflows for specific business rules?
Yes, the low-code/no-code nature of our iPaaS allows extensive customization. You can easily define custom business logic, conditional routing, and data transformations using a visual workflow builder. This ensures the integration precisely matches your unique operational requirements without the need for complex custom coding.

Error Handling FAQs

▸ What happens if an integration transaction fails?
The integration solution includes robust error handling. Transient failures trigger automatic retries with exponential backoff. Persistent or critical errors are logged in detail, routed to a dead-letter queue for review, and trigger real-time alerts to notify administrators, ensuring no data is lost and issues are addressed promptly.
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Pricing

Simple, transparent pricing for Dynamics NAV + Zoho.

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
Next Steps

See Dynamics NAV + Zoho 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