Navan

The Navan integration brings travel and expense data directly into Harmony, so your support team can handle Navan-related inquiries without leaving their existing workflows. Agents can access relevant Navan context in one place, reducing the need to switch between tools and helping them resolve issues faster.

This integration is part of Harmony's growing ecosystem of business application connectors, keeping all customer and operational context centralized for your team.

Prerequisites

Before connecting Navan to Harmony, make sure you have:

• An active Navan account with administrator access
• The necessary permissions to install and configure integrations in your Harmony workspace

Connecting Navan to Harmony

To set up the Navan integration:

1. In Harmony, navigate to Settings and select Integrations.
2. Locate Navan in the SaaS Applications section and click Connect.
3. Follow the on-screen authorization prompts to grant Harmony access to your Navan account.
4. Once authorization is complete, the integration status will update to Connected.

After connecting, agents will be able to access Navan data directly within support workflows without switching to a separate tool.

What Your Team Can Do

With the Navan integration active, your support team can:

• View travel and expense data relevant to a customer or employee inquiry
• Handle Navan-related support requests within their existing Harmony workflows
• Resolve issues faster by having all relevant context available in a single interface

Managing the Integration

You can review and manage the Navan integration at any time from Settings and then Integrations. From there you can:

• Check the current connection status
• Re-authorize the integration if credentials change
• Disconnect Navan from Harmony if needed

Troubleshooting

If the integration is not working as expected, try the following steps:

• Confirm that your Navan account credentials and permissions are still valid
• Re-authorize the connection from the Integrations settings page
• Ensure that your Harmony user role includes permission to access integrations

If issues persist, contact Harmony Support for further assistance.