Overview
Torii integrates with Navan and analyzes SaaS expenses:
Default synced transaction types | Fields used for expense matching |
---|---|
Card transactions, manual transactions | Merchant |
- Torii will automatically match transactions to the correct application, summarize expenses and provide insights.
- Torii syncs transaction data up to one year prior to first connection date.
- You can constantly be updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.
Requirements
Accounts & Permissions
- This integration requires a Client ID and Client Secret from Navan.
How to Generate the Required Values
- Log in to your Navan account on web.
- From the main dropdown menu on the left, select Admin.
- Click on Travel admin from the top menu.
- Continue to Settings > Integrations.
- From the Navan API Credentials section, select Create New.
- A pop-up window will prompt you to enter a Description, which serves as the name for the credentials and will be reflected in the list of credentials for your company.
- Click Create.
- A new pop-up window will show you the API credentials. Click Done or select Copy All to copy the Description, Client ID, Secret Key, and Allowed IP Addresses to your clipboard.
Note: Once this pop-up is closed, the secret key will no longer be accessible. API credential details are only accessible once.
How to Connect the Integration
- Go to the Integrations page in Torii.
- Select the Navan tile.
- Click Connect.
- Enter your Client ID and Client Secret.
- Click Connect to finalize the integration.
- Once the integration is connected and synced, a green checkbox will appear next to the integration.
Q&A
Q: Can any customer access the Navan Expense API?
A: Any customer wishing to use the Expense API must first request the Navan team to enable the Public API for their account. Additionally, the customer must be provisioned for Navan Expense services, as this is a prerequisite for API access.
For any further questions, please contact Torii Support.