Clarity Connect integration
Salesforce Dynamics NAV Integration
Turn won Salesforce deals into Dynamics NAV sales orders without re-keying them, and show reps NAV's prices and invoice status on the account.
What moves between Salesforce and Dynamics NAV
Reps work accounts, opportunities and quotes in Salesforce. Dynamics NAV, Microsoft's ERP for small and mid-sized companies and the predecessor of Business Central, is where those orders are fulfilled, invoiced and paid.
The integration hands a closed deal to NAV once, as a sales order, and brings back what sales needs from finance: item prices, posted invoices and the customer's open balance, all on the Salesforce account.
Salesforce
Where accounts and deals are worked
- Accounts and contacts
- Opportunities and their products
- Orders
- Price book entries
Dynamics NAV
Where orders are shipped, invoiced and paid
- Customers
- Sales orders and sales lines
- Items and unit prices
- Posted sales invoices
Salesforce to Dynamics NAV record mapping
A typical first map. Your discovery sessions confirm which fields move and which system wins a conflict.
| Salesforce | Dynamics NAV | Direction |
|---|---|---|
| Account | Customer | Both ways |
| Contact | Contact | Both ways |
| Opportunity (Closed Won) or Order | Sales order | Salesforce to NAV |
| OpportunityLineItem | Sales line | Salesforce to NAV |
| Product2 and PricebookEntry | Item and unit price | NAV to Salesforce |
| Fields or a related record on the Account | Posted sales invoice and open balance | NAV to Salesforce |
How the two systems divide the work
Won deals become NAV sales orders
When an opportunity is set to Closed Won, or a Salesforce Order is activated, Connect reads the account and its product lines, creates the NAV customer if it is new, and creates the sales order through NAV's published web services. The NAV order number is then written back to Salesforce, so either team can find the order.
Matched by the NAV customer number
Salesforce's Bulk API 2.0 can upsert on an external ID field. Keeping the NAV customer number in such a field on the Account means each update lands on the right account instead of creating a duplicate. Discovery settles which system owns addresses, contacts and credit terms.
Prices and invoices back to the account
NAV stays the master for items and prices, so Connect updates Salesforce products and price book entries on a schedule. Posted invoices and the customer's open balance are added to the account, which lets a rep check what a customer owes before sending the next quote.
See Clarity Connect move an order
Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.
NAV support dates and the Business Central route
NAV 2018 publishes pages and codeunits as web services, pages as SOAP or OData and codeunits as SOAP, and that is what a NAV connection calls today. Microsoft's mainstream support for NAV 2018 ended in January 2023; extended support ends in January 2028.
Microsoft's upgrade path leads from NAV to Business Central, whose REST API (v2.0) has resources for customers, items, sales orders and sales invoices. When that move happens, the Salesforce half of the mapping can stay as it is while the ERP calls switch to the new API. On the Salesforce side, a new connection should use an external client app: since Spring '26, creating new connected apps is switched off by default.
How Clarity Connect runs it
Clarity Connect is Clarity's integration platform, and Clarity's own Connect demo runs against Dynamics NAV: a web order became NAV order web-345 in about four seconds, and NAV's status update came back to trigger the customer email. With Salesforce, Connect usually sits behind your firewall beside NAV and talks out only to Salesforce. Each flow runs as its own task, event-driven or on a schedule. More recorded demos are in Clarity's video playlist.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
Tasks and mapping
Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
Live, with a dashboard
Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.
Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.
Questions
Can a Salesforce opportunity create the NAV order automatically?
Yes. Connect acts on the stage or order status you choose, creates the NAV sales order at that point and sends the NAV order number back to Salesforce.
We plan to move from NAV to Business Central. Is it worth integrating now?
Usually, if the move is more than a few months off. NAV 2018 extended support runs to January 2028, and when you upgrade the ERP calls move to Business Central's REST API while the Salesforce mapping carries over. See Dynamics NAV integration for the upgrade path.
Does NAV have to be reachable from the internet?
No. Connect is installed on a server behind your firewall next to NAV and makes its calls out to Salesforce, so NAV isn't exposed.
How is Clarity Connect priced?
$599 a month as SaaS, or a $15,000 one-time license with no ongoing fees; bigger projects are priced to their scope. See pricing.
Related resources
Link Salesforce and Dynamics NAV
Tell us at which stage a deal should become a NAV order and what finance data your reps need to see. A Clarity business analyst documents both systems with your team first, then the tasks are set up.
Book a demo