Agent skill · product strategy · jeremylongshore
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".
Why this skill is useful
Provides detailed migration procedures and API commands specific to Navan that the AI wouldn't reliably generate on its own.
What it needs
Requires navan account access. About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
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. Authentication Use separate migration identities and time-bound access. Avoid copying legacy secrets, personal data, or administrator privileges into steady-state integration accounts. Instructions 1. Inventory legacy workflows, data, owners, obligations, integrations, and open items. 2. Capture Navan tenant contracts and map concepts with loss and ambiguity labels. 3. Define historical migration, open-item transition, and future-state interfaces separately. 4. Rehearse with synthetic and approved bounded data. 5. Dual-run or shadow-process a controlled period and reconcile travelers, bookings, expenses, cards, and totals. 6. Cut over with freeze, communication, rollback, legacy retention, and decommission gates. Tool Discipline Use Read, Glob, and Grep to inspect documentation, schemas, configuration, code, fixtures, and evidence. Use Write and Edit only for approved repository artifacts. Invocation alone does not authorize network access, credentials, traveler or expense data, bookings, payments, policy or identity changes, file transfers, deployments, or deletion. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/navan-migration-deep-dive--436c6a