Navan integration: Set up in Ramp

Overview

Note: This article primarily applies to Ramp Administrators. If you can't access the Navan integration settings or don't see Connect integration, ask a Ramp Admin to connect Navan for you.

Use the Navan integration to connect Navan to Ramp from your Navan integration settings. During setup, Ramp asks for your Navan Client ID and Secret Key, and lets you choose the sync options you want to use.

Connect the Navan integration

Before you start, confirm that you can access Ramp's Navan integration settings and use Connect integration. If you can't, ask a Ramp Admin to complete the setup in Ramp.

You also need your Navan Client ID and Secret Key. In Navan, go to Admin > Travel admin > Settings > Integrations. In the Navan API Credentials section, click Create New to generate your credentials, then copy the Client ID and Secret Key.

If Ramp cannot verify those credentials, re-enter them and try again.

  1. Open your Navan integration settings.
  2. Click Connect integration.
  3. Enter your Client ID and Secret Key.
  4. Select Attach receipts to matched transactions if you want Ramp to pull Navan receipts and attach them to matched transactions without email forwarding.
  5. Select Create trips from TMC itineraries if you want Ramp to create trips from Navan itinerary data.
  6. Click Connect.

Configure Navan mappings

You need an active Navan connection to configure mappings. Open your Navan integration settings.

The TMC Field dropdown in both mapping tabs contains only:

Other fields, such as Trip Purpose or Event ID, require a custom mapping request.

Map Navan data to accounting fields

  1. Select Accounting Field Mappings, then Add mapping.
  2. Select the destination Accounting Field in Ramp and the source TMC Field from Navan.
  3. Click Save.

For fields with predefined options, the Navan value must exactly match an active option's name, code, or ID, including capitalization. For free-text accounting fields, Ramp copies the incoming text.

Customize transaction memos with Navan data

  1. Select Memo Mappings, then Add memo mapping.
  2. Select a TMC Field and, optionally, a Display Prefix to label the value.
  3. Click Save. Repeat for additional fields.

Ramp combines populated fields in the order you add them, each on a separate line.

Important: The mapped memo replaces any existing transaction memo; it does not append to it.

Request a custom Navan mapping

For another Navan source field, contact Ramp Support. Include:

Ramp will confirm the available setup options.

Change a custom mapping: If Ramp configured the mapping for you, contact Support rather than editing it in the mapping tabs.

When Navan mappings apply

Ramp applies mappings after the card charge clears and matches a Navan booking. Saving a mapping does not automatically update transactions already processed.

Manage your Navan connection

You can have only one active Navan integration at a time. If you need to connect a different Navan account, delete the active integration first, then reconnect from your Navan integration settings.

Deleting the integration removes the connection and stops syncing travel data until you reconnect.

Frequently asked questions

Why can't I configure mappings yet?

The mapping tabs are visible before you connect Navan, but you need an active connection to configure them. If you are not connected yet, connect Navan first from your Navan integration settings.

How do I know whether Ramp is receiving data from Navan?

On the connected Navan Integration pane, Ramp shows either Last payload with the most recent sync time or No payloads received.