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      Integrating Revenova with Navix

      The Navix-Revenova integration helps automate your freight audit process with minimal effort. Setup is easy and takes about 10–15 minutes if you follow the steps below.

      🚀 Key Benefits 

      • Eliminate up to 9 manual audit steps per load
      • Speed up exception handling and dispute resolution
      • Unlock meaningful analytics without lifting a finger

      🎥 Watch It in Action: Revenova + Navix Integration Demo 

      See how the integration works from end to end—without touching a spreadsheet. 

      Navix TechClips - Revenova Integration (1)

      *click the gif above to open the video in a new window

      In this video: 

      1. A load is booked in Revenova 
      2. Navix pulls in and auto-creates the order
      3. Audit is completed and approved in Navix
      4. Finalized rates and documents sync back into Revenova

      🆚 Workflow Comparison 

      Below is a visual of the typical steps taken to perform an audit with no exceptions in Revenova 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.): 

      Revenova Current State - Sunny Day

      🧩 What the Integration Includes 

      Functionality 

      Supported 

      Loads Imported 

      ✅ 

      Audit Results Sent Back 

      ✅ 

      Documents Sent Back 

      ✅ 

      AP/AR Quote Approvals 

      Optional 

      Rate Engine Connection 

      ❌ 

      Disputes Integration

      ❌

      ⚙️ Setup Overview 

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

      1. Create an API-only user
      2. Create a connected app
      3. Configuration

      🔐 Step 1: Create an API-Only User 

      Note: Revenova subscriptions include 5 API-Only user licenses but a TMS Package license must also be available. If all are in use, you may skip this step and assign an existing API user during the next step. 

      1. Go to Setup > Users > New User 
      2. Use a Navix email: navix+yourcompany@navix.io 
      3. Assign these settings: 
        1. License: Integration Only / Salesforce Integration
        2. Profile: Salesforce API Only System Integrations (ONLY if unavailable, choose Minimum Access – API Only Integrations)
          Revenova New User Details
      4. Assign a TMS Package license
      Revenova Assign TMS Package

      🔒 Step 2: Create a Connected App 

      1. Navigate to App Manager → New Connected App → Create a Connected App 
      2. Complete the form:
        1. Connected App Name: Navix.io 
        2. API Name: Navix_io
        3. Contact Email: support@navix.io 
        4. Enable OAth Setting: TRUE
        5. Callback URL: https://localhost
        6. OAuth Scopes:
          1. Full access (full)
          2. Manage user data via APIs (api) 
          3. Perform requests at any time (refresh_token, offline_access)
            Revenova Connected App Form
        7. Mark these boxes: 
          1. Require Proof Key for...
          2. Require Secret for Web Server Flow
          3. Require Secret for Refresh Token Flow
          4. Enable Client Credentials Flow
          5. Select Okay in the pop up
            Revenova Connected App OAuth Selections
      3. After saving, return to App Manager, locate the Navix app, and:
        1. Click the dropdown arrow in the far right to select Manage → Edit Policies
        2. Set “Run As” to the Navix API user you created
      4. After saving, return to App Manager, click the dropdown to View → Manage Consumer Details to retrieve: 
        1. Consumer Key 
        2. Consumer Secret
      5. 📤 Send these securely to your Navix onboarding contact. 
       

      🧩 Step 3: Configuration 

      Work with your Navix contact to provide any custom fields your team uses in Revenova. Common fields include: 

      • Mode Name 
      • Equipment Type
      • Accessorials (charge codes) 
      • Custom Reference Fields
      • ‘Invoice Ready’ Checkboxes: Carrier Bill Received, POD Received, etc.
      • If you use Freight Plans in Revenova, please notify Navix during setup so we can enable:
        • A feature flag for multi- vendor Orders 
        • Custom matching first by Navix Order Number, then Navix Shipment Number 

       📌 Here is a link to our Revenova Custom Field Form to get started. 

      🧪 Testing (UAT) 

      Navix will perform validations in Sandbox first, then Production. Not required, but highly recommended, you may grant a viewer-only license for Navix during testing, if available, to speed the UAT process. 

      📞 Need Help? 

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

      🧠 Additional Resources 

      🗺 Integration Architecture 

      Finalized Revenova Integration

      Freight Plan Decision Tree

      📋 Field Mapping Chart 

      This link is a csv for Revenova Field Mapping to Navix.  The link includes the following tabs: 

      • Field Mapping Overview 
      • Freight Plan Mapping 
      • Field Mapping Detail