Use the Navan integration to securely sync your employee data with Navan via SFTP. This is a one-way transfer: Shapes pushes a daily CSV file to Navan's SFTP server, which Navan uses to create and disable traveler accounts.
Step 1 — Connect and Copy Shapes' Public Key
In Shapes, navigate to Integrations > Navan and click Connect.
Shapes generates a public key — click Copy to copy it to your clipboard.
Step 2 — Send the Public Key to Navan
Send the copied public key to your Navan Account Manager or Technical Specialist, and ask them to confirm your SFTP destination details: host, port, directory, and the username they've assigned you.
Navan's standard SFTP hosts are:
Environment | Host | Port | Directory |
Test | test-integration.navan.com | 22 | /data/test |
Production | prod-integration.navan.com | 22 | /data/prod |
Legacy DNS | integration.tripactions.com | 2222 | /data/prod |
Start with the test directory. Once Navan confirms your test file is correct, they'll ask you to switch to the production directory.
Step 3 — Enter the SFTP Details Back in Shapes
Back in the Shapes connect flow, fill in the details Navan sent you:
Field | What to enter |
Host | The Navan SFTP host provided (test or production, see table above) |
Username | The username Navan assigned you (required) |
Port | 22 by default (2222 if using the legacy tripactions.com host) |
Directory | The directory Navan provided (e.g., /data/test or /data/prod) |
Click Save. Shapes will send a CSV file to this destination once per day, named companyname_YYYYMMDD.csv.
Required Fields
Navan requires the following fields for every employee row: email, firstName, lastName, and enabled (TRUE/FALSE). employeeId is recommended as a secondary identifier in case an employee's email changes.
As a best practice, keep terminated employees in the file with enabled = FALSE for 30 days after their termination date, rather than removing them immediately. Confirm reporting fields (title, department, cost center, region, subsidiary) with your Navan Specialist, since mapping is business-specific.