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Microsoft Dynamics NAV Connections and Settings

Connect Microsoft Dynamics NAV to iPaaS.com: credentials, required OData web services, and the subscription settings that control authentication, polling, and inventory.

Integrate iPaaS.com with Microsoft Dynamics NAV to synchronize customers, companies, products, variants, inventory, locations, shipping methods, sales orders, and invoices between the two systems.

How to Connect

Prerequisites

Before configuring the integration in iPaaS.com, complete the following in Microsoft Dynamics NAV:

  • Publish the required OData web services. In NAV, go to Departments → Administration → IT Administration → Services → Web Services and publish each service the integration uses, with the exact service name: Customers, Items, SalesOrders, SalesOrderLines, SalesInvoices, Locations, and ShippingAgents. Records for an entity cannot transfer until its web service is published. See the Installation Instructions for the full walkthrough.

  • Obtain a NAV user with access to those services. The integration connects with a NAV user's credentials (user name, password, and Windows domain) that has permission to read and write the published services.

  • Note your NAV environment and company name. These form the OData path the integration calls.

Configuration Details

Gather the following values to enter in the iPaaS.com subscription settings:

  • API Url — the base URL of your NAV OData service. Example: https://MyURL.com:1234.

  • Domain — the Windows domain of the NAV user. Example: MYDOMAIN.

  • Username — the NAV user name. Example: MyUser.

  • Password — the NAV user's password.

  • Environment — the NAV server instance/environment segment of the OData path. Example: Production.

  • Company Name — the NAV company to connect to. Example: Example Company.

The integration builds its OData calls as https://{host}/{Environment}/OData/Company('{Company Name}')/{Service}.

Configure Subscription Settings

iPaaS.com Subscription Settings page for Microsoft Dynamics NAV

Field

Description

Required

Example

API Url

Base URL of the NAV OData service.

Yes

https://MyURL.com:1234

Domain

Windows domain of the NAV user.

Yes

MYDOMAIN

Username

NAV user name the integration authenticates as.

Yes

MyUser

Password

Password for the NAV user.

Yes

(kept secret)

Environment

NAV server instance/environment in the OData path.

Yes

Production

Company Name

NAV company to connect to.

Yes

Example Company

OData Version

The NAV API OData version. Optional — the integration builds its OData paths from the Environment and Company Name values.

No

(leave blank unless your environment requires it)

Transaction Poll Search Days

How many days back the sales order / invoice poll looks for changed records.

No

5

Product Poll Search Days

How many days back the product poll looks for changed items.

No

5

Product Poll Page Size

Number of items requested per page during the product poll.

No

10

Product Poll Date Time Field Override

Overrides which NAV item date/time field the product poll filters on for change detection.

No

Last_Date_Modified

Product Inventory Poll Search Days

How many days back the product inventory poll looks for changes.

No

5

Product Inventory Poll Date Time Field Override

Overrides which NAV date/time field the inventory poll filters on.

No

Last_Updated_Date_Time

Default iPaaS Location Id For Inventory

The iPaaS.com location id that product and variant inventory is recorded against. The location must exist in iPaaS.com.

Conditional (required to capture inventory)

12345

Poll Time UTC Adjustment

Adjusts the UTC time used in poll filters to compensate for a NAV API quirk where date filtering is evaluated against server-local time although data is stored in UTC.

No

-5

Recalculate $0 price

When enabled, re-applies pricing on a sales order line that posts at a zero unit price.

No

true

CustomerNumber Duplicate Prefix

A prefix prepended to the customer number during duplicate matching (see the Customer From iPaaS.com mapping documentation). Required whenever the matching setting below is set.

Conditional

WEB-

CommaSeparated Customer CustomField Matching Name & Value

A single customFieldName,customFieldValue pair that, when matched on an incoming customer, triggers the duplicate-prefix logic above.

No

Active,yes

Authentication Methods

The integration authenticates to Microsoft Dynamics NAV using NTLM with the configured Username, Password, and Domain. iPaaS.com presents these credentials on every call to the NAV OData service at the configured API Url; no separate token exchange is required. To rotate credentials, update the Username/Password/Domain in the subscription settings — the next transfer uses the new values. Ensure the NAV user retains access to the published web services after any change.

Initialization Support

Currently, initialization (bulk data import on first connect) is not supported for Microsoft Dynamics NAV in iPaaS.com. Data synchronization is driven by the scheduled polls and on-demand Manual Sync, and mappings must be configured during the integration setup.

Throttling

The subscription settings page includes throttle controls — API Throttle Limit, API Throttle Seconds, API Throttle Limit (To iPaaS), and API Throttle Seconds (To iPaaS) — that govern how frequently and how much data the integration moves at once. They are pre-populated (the limits default to 500 calls per 60 seconds) and subscribers do not normally need to change them. Reduce these values if you encounter Rate Limit errors. For details on viewing or adjusting throttle behavior, see the Subscription Configuration – Edit article.

Related Documents

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