Integrating MercuryGate / Infios with Navix

The Navix–MercuryGate integration helps automate your freight audit process with minimal manual effort. MercuryGate is one of the most configurable TMS platforms available, our step-by-step setup guide is here to help simplify the process.

 

📚Summary

Navix setup will require a SalesForce case for MercuryGate's integrations team to configure the appropriate Extracts and Import endpoints.

Navix is an official MercuryConnect partner!

If your Support Plan includes partner integrations, your setup is non-billable.

🚀 Key Benefits 

• Eliminate up to 12 manual audit steps and clicks per load
• Speed up exception handling and dispute resolution
• Unlock meaningful analytics without lifting a finger

🆚 Workflow Comparison 

Below is a visual of the typical steps taken to perform an audit with exceptions in MercuryGate without Navix and with Navix. Every red outline indicates a manual step.  Our customers typically see between 50-90% of their invoices flow through with no exceptions depending on mode split (LTL, TL, Dray, etc.): 

Truckload / Non-LTL

LTL 

🧩 What the Integration Includes 

 

Functionality	Supported
Execution Loads Imported	✅
Audit Results /Invoices Sent Back	✅
Links Sent Back	✅
Document PDF's Sent Back*	❌
Rating Engine Connection*	❌
Customer Rate Updates*	❌

🔍 Note: MercuryGate currently does not support importing raw PDF files—only document links can be imported. They are working on an endpoint to allow us to import full PDF's directly, and we will enhance our integration as soon as it's available.

Rating Engine Connection- MercuryGate restricts integration with their rating engine to direct customers only; partners are not permitted to make these connections. While the Navix Rating Engine Endpoint is specifically designed to facilitate integration with a rating engine like MercuryGate’s, it is important to note that MercuryGate requires their direct customers to handle all rate-related integrations. Navix will build your rating engine integration free of charge, but you (the MercuryGate customer) must request the setup and manage any communications with MercuryGate via a Salesforce case during development and testing.

This setup is not included in the base Navix integration, depending upon your service plan you may be billed for this.

💰A note about Customer / AR Rates

Shipping Order / Customer Rate Updates- MercuryGate restricts partner integrations from modifying Shipping Order data, which encompasses customer rates and invoices. As a result, Navix can only facilitate updates and attach invoices or document links to Execution Loads. Like the Rating Engine, MercuryGate allows direct customers to integrate independently and Navix can provide support should you choose to develop this integration yourself. However, modifications to Shipping Order data cannot be included in our standard integration offerings.

As of June 2025, MercuryGate doesn't have an endpoint that allows ANY integration to make updates to rates on a Shipping Order in Delivered status, but they're developing a new integration that would allow for this. Once this integration is complete we will revisit this integration with the MG team.

If you would like to request a change to these policies, MercuryGate encourages you to submit a feature request to the MercuryGate product team through their Aha Ideas Portal.

 

Execution Load Customer Rates- If your company exclusively ships 1:1 (1 Execution Load to 1 Shipping Order, common for many LTL companies) there is a configuration you can use that would enable Navix to update your customer rates.

Current Company -> Configurations -> Rating -> Allocate Customer Rate to Shipping Orders

When this configuration is activated, it enables you to maintain Customer Rates directly on your Execution Load, which will then be automatically copied/allocated to the corresponding Shipping Orders. If you would like to pursue this solution, we encourage you to speak with a MercuryGate consultant about the pros/cons for your business, and any future considerations.

⚙️ Setup Overview 

You’ll need to complete the following in both Sandbox and Production: 

1. Consider your hierarchy - Determine which level to configure Navix. In general it should be the level where most of your Dynamic Rule Sets and Carriers are configured (For many customers, this is at the "Admin" level). Perform all subsequent steps at this level of hierarchy.
2. Create a User for the Integrations to utilize
3. Update your LinkTypes Code Tables
   1. NOTE: Be sure to update your Users' Role permissions in MercuryGate- this is found in the "Attachments" section of Role settings- failure to do so may result in links being hidden from some or all users.
4. Consider your workflow, review the documentation below and decide how you want to trigger Execution Load exports from MG to Navix
   1. You may choose to set up a Scheduled Report
5. Submit a Salesforce Case to MercuryGate to set up your extracts, imports, and Dynamic Rule Sets

🔐 Step 1: Create an Integrations User 

1. Create a user for the Integrations named "NAVIXLOADID" at the Admin level of your hierarchy (or at whichever level your integrations will exist)
   1. Send the Password for this user to your Navix Onboarding contact, this is how MercuryGate allows us to Authenticate. Your Navix Onboarding contact can send you a Keeper link to exchange any credentials securely.

💻  Step 2: Update LinkTypes Code Tables

Add these LinkTypes to your LinkTypes code table (you can paste this table into the Code Table Editor)

*|LinkTypes|DeliveryReceipt|Delivery Receipt

*|LinkTypes|ProofOfDelivery|Proof of Delivery

*|LinkTypes|BillOfLading|Bill of Lading

*|LinkTypes|NoticeOfAssignment|Notice of Assignment

*|LinkTypes|RateConfirmation|Rate Confirmation

*|LinkTypes|WeightAndInspectionCertificate|Weight and Inspection Certificate

*|LinkTypes|LetterOfAuthority|Letter of Authority

*|LinkTypes|LumperReceipt|Lumper Receipt

*|LinkTypes|PackingList|Packing List

*|LinkTypes|GeneratedInvoice|Generated Invoice

*|LinkTypes|Email|Email

*|LinkTypes|CommercialInvoice|Commercial Invoice

*|LinkTypes|CertificateOfOrigin|Certificate of Origin

*|LinkTypes|CustomerRateConfirmation|Customer Rate Confirmation

*|LinkTypes|ElectronicInterchangeReceipt|Electronic Interchange Receipt

*|LinkTypes|GatePass|Gate Pass

*|LinkTypes|InsuranceCertificate|Insurance Certificate

*|LinkTypes|OtherReceipt|Other Receipt

*|LinkTypes|W9|W9

*|LinkTypes|DeliveryOrder|Delivery Order

*|LinkTypes|WeightScaleTicket|Weight Scale Ticket

*|LinkTypes|TrailerInterchangeReceipt|Trailer Interchange Receipt

*|LinkTypes|PurchaseOrder|Purchase Order

*|LinkTypes|EscortTicket|Escort Ticket

*|LinkTypes|PermitReceipt|Permit Receipt

*|LinkTypes|ServiceOrder|Service Order

*|LinkTypes|CertificateOfDestruction|Certificate of Destruction

*|LinkTypes|DonationReceipt|Donation Receipt

*|LinkTypes|SmartAndFinalStamp|Smart And Final Stamp

*|LinkTypes|InboundTripReport|Inbound Trip Report

*|LinkTypes|WeighmasterCertificate|Weighmaster Certificate

*|LinkTypes|CargoActivitySheet|Cargo Activity Sheet

*|LinkTypes|WeberBOL|Weber BOL

*|LinkTypes|TimeCard|Time Card

*|LinkTypes|TransferSheet|Transfer Sheet

*|LinkTypes|TripManifest|Trip Manifest

*|LinkTypes|TrailerControlRecord|Trailer Control Record

*|LinkTypes|TargetTripSheet|Target Trip Sheet

*|LinkTypes|ExitPass|Exit Pass

*|LinkTypes|PortOfArthurBOL|Port of Arthur BOL

*|LinkTypes|ColdChainCustodyForm|Cold Chain Custody Form

*|LinkTypes|IGFFreightDispatch|IGF Freight Dispatch

*|LinkTypes|EquipmentSubmissionForm|Equipment Submission Form

*|LinkTypes|Release|Release

*|LinkTypes|ACIManifest|ACI Manifest

*|LinkTypes|TrailerPicture|Trailer Picture

*|LinkTypes|MaterialSafetyDataSheet|Material Safety Data Sheet

*|LinkTypes|ShipTicket|Ship Ticket

*|LinkTypes|DeliveryTicket|Delivery Ticket

*|LinkTypes|InvoiceCorrected|Invoice - Corrected

*|LinkTypes|EIRTicket|EIR Ticket

*|LinkTypes|PalletReceipt|Pallet Receipt

*|LinkTypes|HistoricalAuditDocuments|Historical Audit Documents

*|LinkTypes|DetentionReceipt|Detention Receipt

*|LinkTypes|Unknown|Unknown

*|LinkTypes|Manifest|Manifest

*|LinkTypes|CustomerRateApproval|Customer Rate Approval

*|LinkTypes|LoadCoverSheet|Load Cover Sheet

*|LinkTypes|SafetyChecklist|Safety Checklist

*|LinkTypes|WalmartDeliveryConfirmationReport|Walmart Delivery Confirmation Report

🖥️ Step 3: Submit Support Case to MercuryGate

Create a Salesforce Case with MercuryGate requesting setup of a base Navix integration. Infios has an internal Navix Integration Guide to setup the proper code tables and any system configurations needed.

The Infios/MercuryGate team will perform the steps below. 

1. Enable Remote Services for the "NAVIXLOADID" user you created - this gives Navix Permission to call the API's on your behalf.
2. Add Import and Export Code Tables
3. Enable Dynamic Rule Sets (see below)

We recommend the following triggers for Dynamic Rule Sets- be sure to have the DRS trigger the WE:XMLTransportNavix EL Extract.

MBLStatusChange to 'In Transit' - Send the initial Load to Navix

MBLStatusChange to 'Delivered' - Send an update upon Delivery

PriceSheetUpdate if PriceSheet Type = "Carrier"  and IF MBLStatus is IN In Transit or Delivered: If any Carrier Rates change after pickup, send the update to Navix. 

🛂 Notes on custom workflows

Many MG customers use an activity called "Validate by Accounting" or "Validate" at the end of their operations workflow, where a broker or operator approves or releases a load for accounting once the load has been delivered. If you utilize a workflow similar to this, we recommend that you trigger your extract to Navix upon completion of this activity.

You can use the Navix "Invoice Timeline Dashboard" to track how long it's taking your operators on average to release your loads after Delivery.

🧩 Step 4: Configure Execution Load Extracts

The configurability and versatility of the MercuryGate TMS give you multiple options for sending Execution Loads to Navix to create Orders. If you have an approved Dynamic Ruleset User on your team, follow the guidelines on triggers and incorporate Navix Extracts into your workflow. We simply ask that you follow the "Tag and Extract" methodology to avoid excessive API calls to Navix for unnecessary updates.

Scheduled Report

You can configure a Scheduled Report that exports Execution Loads to Navix on a preset interval. While this won't send Loads to Navix in "real time" (they may wait a matter of minutes), it does give you full control over the process.

Your base Navix integration will use MercuryGate's SOAP Web Extracts. When setting up your Scheduled Report, it's important to use the "Invoice Dynamic Ruleset" option, as opposed to the "Transport Extract" option.

If you use this option, ask MercuryGate to configure a 'ScheduledReport' Dynamic Rule Set that triggers the WE:XMLTransportNavix extract when your Scheduled Report is run.

We recommend that you use the Dynamic Rule Set triggers mentioned above to "Tag and Extract" Execution Loads when those events happen. To execute this, have the DRS's set a "Navix Extract" activity to 'Pending' status, and have the ScheduledReport extract set this activity status to 'Completed' once extracted. Filter your scheduled report to find Execution Loads where this activity status is 'Pending'

Dynamic Rule Sets

You can also use a fully automated Dynamic Rule Set workflow to send/update Orders in Navix in real-time.

In this case, use the following triggers for Dynamic Rule Sets to directly fire off the extract- be sure to have the DRS trigger the WE:XMLTransportNavix EL Extract:

MBLStatusChange to 'In Transit' - Send the initial Load to Navix

MBLStatusChange to 'Delivered' - Send an update upon Delivery

PriceSheetUpdate if PriceSheet Type = "Carrier"  and IF MBLStatus is IN In Transit or Delivered: If any Carrier Rates change after pickup, send the update to Navix. 

🧪 Testing (UAT) 

Navix will perform validations in Sandbox first, then Production. Not required, but highly recommended, you may set up a user for Navix during testing in your Sandbox, if available, to speed the UAT process. 

📞 Need Help? 

Contact your onboarding manager or email support@navix.io. 

🧠 Additional Resources 

🗺 Integration Architecture 

 

📋 Field Mapping Chart 

See this article for details of Field Mapping from Navix to MercuryGate. The link includes the following tabs: 

• Invoice XML
• DocumentLink XML