How can customers connect Navan to Mesh?

Overview

Mesh can connect with Navan to automatically capture booking data and manage trips. Mesh’s real-time analytics and deep visibility into travel and expense spend empowers finance teams to control costs, optimize budgets, and negotiate more effectively with suppliers.

This document describes the required information and steps that must be completed to enable this integration.

Step 1: Credential Setup with Navan

Mesh will provide you with the required IP addresses for both environments:

• Staging: 54.162.185.199 (Testing purposes) 

• Production: 3.89.172.89

Please contact Navan to request API credentials for Mesh. Your IT team may assist in creating these credentials in accordance with Navan's documentation.

Navan will provide:

• Client ID

• Client Secret

These credentials must then be securely shared with Mesh to complete the setup.

Step 2: Booking Import and Routing

Bookings data is imported to Mesh at the organization level and routed to the appropriate Mesh entities based on your configuration. To ensure that trips, budgets, and related data are accurately reflected in Mesh, we can configure the system to route bookings to specific entities based on conditions you define.

You may choose to route bookings using criteria such as:

• Department

• Cost center

• Region

• Subsidiary

• Billable entity

Please provide Mesh with the field to use for routing and the corresponding Mesh entities.

Step 3: Custom Fields 

If you use custom fields in Navan and want that data available in Mesh, please let us know:

• Which Navan fields should be included

• How those fields should map to Mesh

Mesh will create and configure the necessary custom fields as needed.

Step 4: Fallback Entity

You may designate a fallback Mesh entity for unmatched bookings. If no fallback is defined, unmatched trips are discarded. If a fallback exists but traveler data is missing or inactive, Mesh retains the booking record for tracking and troubleshooting.

Step 5: Form of Payment

Please specify the Form of Payment (FoP) to be used for Navan bookings. Most customers use TMC. Currently, one FoP is supported across all imported bookings.

What Gets Imported

Once enabled, bookings created in Navan are automatically imported into Mesh and routed to the appropriate entities based on your configuration. Mesh uses this information to create and manage related travel records, budgets, and applicable custom fields.

Imported data includes general booking information, travel details (e.g., flights, hotels, trains, and car rentals), trip notes, and high-level components associated with the reservation..

Notes: 

• Travelers MUS T be created on the Mesh before bookings are imported. Bookings associated with travelers who do not exist in Mesh MAY NOT be fully processed.

• For more details about the imported data please refer to Navan’s API documentation. 

• For more information please contact our team at [e-mail].