Individual skill
navan-migration-deep-dive
Migrate travel or expense data flows to Navan with staged cutover and financial and traveler reconciliation. Use when replacing a TMC, expense platform, card feed, or custom integration. Trigger with "migrate to Navan", "Navan cutover", or "replace travel platform".
plugins/saas-packs/navan-pack/skills/navan-migration-deep-dive/SKILL.md
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- Last checked
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- Repository last updated
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- License
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- ai Repository topic
- automation Repository topic
- claude-code Repository topic
- devops Repository topic
- mcp Repository topic
- ai-agents Repository topic
- anthropic Repository topic
- claude-code-plugins Repository topic
- developer-tools Repository topic
- llm Repository topic
- saas Declared skill tag
- navan Declared skill tag
- migration Declared skill tag
- finance Derived category
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SKILL.mdcore · 3,850 bytesreferences/official-docs.mddoc · 1,149 bytes
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# Navan Platform Migration Reconciliation
## Overview
Migrate travel or expense data flows to Navan with staged cutover and financial and traveler reconciliation. This workflow produces an auditable decision or artifact before any live action.
## Prerequisites
- Access to the selected tenant's current Navan Help Center and contracted integration documentation.
- A named business owner and data owner for the travel or expense workflow.
- A non-production evidence set with secrets and traveler data removed.
## Current Contract
Migration must reconcile legacy and Navan concepts rather than forcing field-for-field equivalence. Booking lifecycle, traveler profile, policy, card, expense, receipt, currency, approval, and accounting meanings require explicit mapping.