Navan Setup Guide

Prerequisites

You need:

• a Navan account with Administrator permissions
• Expense Transaction API access (contact Navan support if you don't have this yet)

Setup Guide

Step 1: Create API credentials

1. Log in to your Navan account.
2. Click your username in the top left corner, then select Admin.
3. Go to the Travel admin tab.
4. Go to Settings -> Integrations.
5. In the Navan API Credentials section, select Create New.
6. Enter a Description for the credential.
7. (Optional) Enter the Allowed IP Addresses or Subnet Mask.
8. Click Create.
9. Copy the Client ID and Client Secret - you'll need both to configure Matia.

Step 2: Find your region

Check your Navan URL to determine your region:

• https://api.navan.com → US
• https://app-fra.navan.com → Europe

Make a note of the region - you'll need it to configure Matia.

Step 3: Complete Configuration in Matia

1. Enter the Client ID and Client Secret you copied above.
2. Select the Region you identified above.
3. Enter an Asset Name.
4. (Optional) Enter a Description.
5. (Optional) Assign Tags.
6. Select an Owner.
7. Verify that your Navan account is successfully connected by clicking on Test Connection.
8. Click Connect.