navan-migration-deep-dive

name	navan-migration-deep-dive
description	Use when planning or executing a migration from SAP Concur or legacy TMC to Navan — data migration, user provisioning, policy recreation, and cutover planning. Trigger with "navan migration deep dive" or "migrate to navan from concur".
allowed-tools	Read, Write, Edit, Bash(curl:*), Bash(jq:*), Grep
version	1.7.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","navan","travel"]
compatibility	Designed for Claude Code

Navan Migration Deep Dive

Overview

End-to-end migration playbook for moving from SAP Concur or legacy travel management systems to Navan. Navan uses REST APIs with OAuth 2.0 — there is no SDK, no automated migration tool, and no sandbox for testing.

Prerequisites

• Admin access to both source system (SAP Concur, legacy TMC) and Navan
• Navan OAuth credentials from Admin > Travel admin > Settings > Integrations
• Data export from source system (expense reports, itineraries, user directory)
• SSO identity provider (Okta, Azure AD, Google Workspace) for user provisioning
• Executive sponsor and travel program manager identified

Instructions

Phase 1 — Discovery and Planning (Weeks 1-2)

Inventory current state:

Data Category	SAP Concur Source	Navan Target	Migration Method
User profiles	Concur user export (CSV)	SCIM provisioning or /get_users API	IdP-driven
Travel policies	Concur policy rules	Navan admin console	Manual recreation
Expense categories	Concur expense types	Navan expense categories	Mapping table
Historical bookings	Concur trip export	Archive only (not imported)	Export + cold storage
Historical expenses	Concur expense reports	Archive only (not imported)	Export + cold storage
Approval workflows	Concur approval chains	Navan approval policies	Manual recreation
Corporate card feeds	Concur card integrations	Navan card program or integration	New setup

Key decision: historical data strategy. Navan does not support importing historical booking or expense data. Export source system data to a data warehouse or archive storage for reference. Future Navan data starts fresh from migration day.

Phase 2 — User Provisioning (Weeks 2-3)

Option A — SCIM provisioning (recommended):

1. Configure SCIM connector in your IdP (Okta, Azure AD)
2. Map IdP groups to Navan roles: traveler, travel arranger, approver, admin
3. Enable provisioning — users are created in Navan automatically
4. Test with a pilot group (10-20 users) before full rollout

Option B — CSV bulk upload:

1. Export user directory from source system
2. Format per Navan's CSV template (available in Admin > User Management)
3. Upload via Navan admin console
4. Manually verify role assignments

Verify provisioned users via API:

TOKEN=$(curl -s -X POST "https://api.navan.com/ta-auth/oauth/token" \
  -H "Content-Type: application/x-www-form-urlencoded" \
  -d "grant_type=client_credentials&client_id=$NAVAN_CLIENT_ID&client_secret=$NAVAN_CLIENT_SECRET" \
  | jq -r '.access_token')

# Count provisioned users
curl -s -H "Authorization: Bearer $TOKEN" \
  "https://api.navan.com/v1/users" \
  | jq '{total: (.data | length), sample: [.data[:3][] | {email, status}]}'

Phase 3 — Policy Recreation (Weeks 3-4)

Recreate travel policies in Navan admin console. Key policy areas:

1. Booking policies: Flight class limits (economy/business by route length), hotel rate caps by city, advance booking requirements
2. Approval workflows: Auto-approve under threshold, manager approval above, VP approval for international
3. Expense policies: Per diem rates, receipt requirements, out-of-policy flagging
4. Preferred vendors: Airline/hotel preferences, negotiated corporate rates, loyalty program linkage
5. Traveler profiles: Default seat preferences, meal requirements, loyalty numbers, passport info

SAP Concur policy mapping pitfalls:

• Concur's "travel rules" do not map 1:1 to Navan's policy engine — expect manual translation
• Concur custom fields require mapping to Navan's cost center / department / project structure
• Concur delegation rules differ from Navan's travel arranger model

Phase 4 — Parallel Running (Weeks 4-6)

Run both systems simultaneously to validate the migration:

Activity	Source System	Navan	Duration
New bookings	Disabled for pilot group	Active for pilot group	2 weeks
Expense submission	Active (all users)	Active (pilot group)	2 weeks
Approval workflows	Active	Tested with pilot	2 weeks
Reporting	Primary	Validated against source	2 weeks

# Monitor booking volume in Navan during parallel run
curl -s -H "Authorization: Bearer $TOKEN" \
  "https://api.navan.com/v1/bookings?page=0&size=50&createdFrom=$(date -d '7 days ago' +%Y-%m-%d)" \
  | jq '{total_bookings: (.data | length)}'

Reconciliation checks:

• Compare booking counts between systems weekly
• Validate expense report totals match between systems
• Verify approval chains produce consistent outcomes
• Test edge cases: international travel, group bookings, last-minute changes

Phase 5 — Cutover (Week 6-7)

Go/no-go checklist (all must pass):

• All users provisioned and can log in via SSO
• Travel policies match source system intent (reviewed by travel manager)
• Pilot group has booked 20+ trips without issues
• Expense submission and approval tested end-to-end
• Corporate card feeds connected (if applicable)
• Navan API integration healthy (auth + data endpoints return 200)
• Fivetran/Airbyte data sync running for BOOKING and TRANSACTION tables
• Rollback procedure documented and tested
• User training materials distributed
• IT support team briefed on Navan admin and Ava AI assistant
• Source system read-only access preserved for historical lookups

Cutover steps:

1. Send company-wide communication (24 hours before)
2. Disable new bookings in source system
3. Enable Navan SSO for all users
4. Activate all Navan travel policies
5. Switch corporate card feeds to Navan
6. Verify first production bookings succeed
7. Monitor error rates for 48 hours

Phase 6 — Post-Migration (Weeks 7-10)

• Monitor Navan API health daily for first two weeks
• Track user adoption metrics (login rate, booking volume, Ava usage)
• Collect feedback from frequent travelers and approvers
• Maintain source system in read-only mode for 90 days (historical reference)
• Decommission source system after retention period

Output

• Migration project plan with phase timelines and owners
• Data mapping document (source fields to Navan structure)
• User provisioning report showing successful account creation
• Parallel running reconciliation results
• Go/no-go checklist with sign-offs
• Post-migration adoption metrics

Error Handling

Issue	Impact	Resolution
SCIM provisioning fails	Users cannot access Navan	Fall back to CSV upload; check IdP connector logs
SSO login fails	Users locked out	Verify SAML metadata; test with Navan admin account
Policy mismatch	Out-of-policy bookings approved	Audit first 50 bookings; adjust policy rules
API returns 403 on /get_users	Cannot verify provisioning	Confirm API integration enabled in Admin > Integrations
Data sync not running	No reporting data	Check Fivetran/Airbyte connector status and credentials

Examples

Quick migration readiness assessment:

# Verify Navan API access and user count
echo "=== Migration Readiness Check ==="
TOKEN=$(curl -s -X POST "https://api.navan.com/ta-auth/oauth/token" \
  -H "Content-Type: application/x-www-form-urlencoded" \
  -d "grant_type=client_credentials&client_id=$NAVAN_CLIENT_ID&client_secret=$NAVAN_CLIENT_SECRET" \
  | jq -r '.access_token')

echo "API Auth: $([ -n "$TOKEN" ] && echo 'OK' || echo 'FAILED')"
USERS=$(curl -s -H "Authorization: Bearer $TOKEN" \
  "https://api.navan.com/v1/users" | jq '.data | length')
echo "Provisioned users: $USERS"
BOOKINGS=$(curl -s -H "Authorization: Bearer $TOKEN" \
  "https://api.navan.com/v1/bookings?page=0&size=50" | jq '.data | length')
echo "Total bookings: $BOOKINGS"

Resources

• Navan Help Center — Admin setup guides and migration support
• Navan Integrations — ERP and data connector options
• Navan Security — SOC 2, ISO 27001, GDPR compliance for vendor evaluation

Next Steps

• Use navan-install-auth to set up OAuth credentials for the migration
• Use navan-prod-checklist before cutover to validate production readiness
• Use navan-data-sync to configure Fivetran/Airbyte data pipelines