--- title: Integrating Tai with Navix description: The Navix-Tai integration helps automate your freight audit process with minimal effort. Setup is easy and takes about 2-5 minutes if you follow the steps below. --- [Skip to content](https://hs.navix.io/customer-support-center/integrating-tai-with-navix#main-content) English Show submenu for translations [Contact support](https://hs.navix.io/customer-support-center/kb-tickets/new?hsLang=en) ![Navix Logo - Purple-1.png\]](https://hs.navix.io/hs-fs/hubfs/Navix%20Logo%20-%20Purple-1.png?height=50&name=Navix%20Logo%20-%20Purple-1.png) - [Submit a Support Ticket](https://hs.navix.io/customer-support-center/kb-tickets/new) - [My Tickets](https://hs.navix.io/my-support-tickets?hsLang=en) - [Navix Knowledge Base](https://hs.navix.io/customer-support-center) Open main navigation Close main navigation - [Submit a Support Ticket](https://hs.navix.io/customer-support-center/kb-tickets/new) - [My Tickets](https://hs.navix.io/my-support-tickets?hsLang=en) - [Navix Knowledge Base](https://hs.navix.io/customer-support-center) - English Show submenu for translations - [Contact support](https://hs.navix.io/customer-support-center/kb-tickets/new) - [Go to Navix.io App](https://app.navix.io/login) [Go to Navix.io App](https://app.navix.io/login) Hello there. How can we help you? - There are no suggestions because the search field is empty. 1. [Navix Customer Support Center](https://hs.navix.io/customer-support-center?hsLang=en) 2. [Integrations](https://hs.navix.io/customer-support-center/integrations?hsLang=en) # Integrating Tai with Navix ## The Navix-Tai integration helps automate your freight audit process with minimal effort. Setup is easy and takes about 2-5 minutes if you follow the steps below. ### **🚀 Key Benefits**  - Eliminate up to 8 manual audit steps per load - Speed up exception handling and dispute resolution - Unlock meaningful analytics without lifting a finger ### **🎥 Watch It in Action: Tai + Navix Integration Demo**  See how the integration works from end to end—without touching a spreadsheet.  [![Navix TechClips - Tai Integration](https://hs.navix.io/hs-fs/hubfs/Navix%20TechClips%20-%20Tai%20Integration.gif?width=670&height=377&name=Navix%20TechClips%20-%20Tai%20Integration.gif)](https://www.canva.com/design/DAGt6cdnzgw/S4gFth34GZLR-7ELtsZCag/watch?utm_content=DAGt6cdnzgw&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=hd99c5a2b8b ) *Click the gif to open the full video in a separate window.* #### **In this video:**  1. A load is dispatched in Tai  2. Navix pulls in and auto-creates the order  3. Audit is completed and approved in Navix  4. Finalized rates are updated, documents are attached, and bills and invoices are created and approved back into Tai  ### 🆚 **Workflow Comparison**  Below is a visual of the typical steps taken to perform an audit *with no exceptions* in Tai 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.):  ![Tai Current State - Sunny Day](https://hs.navix.io/hs-fs/hubfs/Tai%20Current%20State%20-%20Sunny%20Day.jpeg?width=670&height=365&name=Tai%20Current%20State%20-%20Sunny%20Day.jpeg) ### **🧩 What the Integration Includes**  | **Functionality**  | **Supported**  | | --- | --- | | Loads imported from Tai | ✅  | | Audit results sent back to Tai | ✅  | | Documents sent back to Tai | ✅  | | AP(carrier) charges pushed back to Tai  | ✅  | |   AR(customer) charges pushed back to Tai |   ✅ | |   Invoices auto-created in Tai |   ✅ | |   Carrier bills approved in Tai |   ✅ | |   Multi-carrier (multivendor) loads supported |   ✅ | | Multi-carrier (multivendor) loads supported | ✅ | | Rate Engine Connection  | ❌  | | Disputes Integration  | ❌  | ### **🔄 How the Integration Works** The integration moves data in two directions: 1\. Tai → Navix (Load Ingestion). When a shipment is created or updated in Tai, Tai sends a \`ShipmentUpdate\` webhook to Navix. Navix pulls the full shipment and pricing detail, looks up carrier, remit-to, and accounting/payment-term information, and auto-creates a Navix order for audit—no manual entry. Navix protects against out-of-order updates, so a newer version of a shipment is never overwritten by a stale one. 2\. Navix → Tai (Approval, Billing & Payment). Once an audit is completed and approved in Navix, the integration writes finalized rates, documents, invoices, and approved bills back into Tai. This is where the PreBill / Customer Billing, multivendor, and auto-invoicing / bill-approval capabilities come in. ### **💵 Billing & Payables Push-Back (What Happens After Approval)** When you approve an invoice in Navix, the integration writes results back into Tai in a defined sequence so nothing is billed before its charges are confirmed: 1\. Documents are pushed to Tai — carrier/vendor documents are attached to the shipment, mapped to the correct Tai attachment type and access level (public/private). 2\. Carrier (AP) charges are pushed to the shipment's carrier charges, broken out by transit type so multi-leg loads are handled correctly. 3\. Customer (AR) charges are pushed to the shipment charges. 4\. A customer invoice is created in Tai.  5\. Carrier bills are approved in Tai, one bill per transit type. If any step fails, Navix posts a named Shipment Alert to the Tai shipment—for example \`Navix Add Doc Fail\`, \`Navix AP Update Fail\`, \`Navix AR Update Fail\`, \`Navix Create Invoice Fail\`, or \`Navix Approve Bill Fail\`—so your team can spot and resolve the issue directly inside Tai. Because charge push-back and the invoice/bill steps are handled in two coordinated phases, Navix only creates the invoice and approves bills once the underlying rates have been confirmed. ### **🚚 Multi-Carrier (Multivendor) Loads** For loads with more than one carrier, Navix reconciles each carrier's bill individually. When Tai sends a \`bill-create\` event, Navix ties that bill to the correct shipment and carrier. Navix waits until all carrier bills are present before creating the customer invoice, and approves a separate bill for each transit type (numbered \`-A\`, \`-B\`, and so on). This ensures multi-leg and multi-carrier shipments bill accurately. ### **🧾 PreBill / Customer Billing\*** PreBill is a dedicated billing path that lets documents and invoices move as soon as a document or order is approved in Navix, rather than waiting on the full invoice-approval cycle above. \- When a document is approved, Navix pushes it to the correct Tai shipment. \- When an order is approved, Navix creates the customer invoice in Tai. This is useful for customers who want billing to start moving earlier in the process. *\*PreBill can be enabled on a per tenant basis.* ### **⚙️ Setup Overview**  You’ll need to complete the following in both **Sandbox** and **Production**:  1. Create a user for Navix 2. Configuration #### **🔐 Step 1: Create a User**  1. Go to **Setup \> Users \> New User**  1. We will utilize this user to create an API Key and direct the ShipmentUpdate webhook to our endpoint.  1. If you would prefer to complete these operations yourself and not provide a user login please let us know. #### **🧩 Step 2: Configuration**  1. Create the custom Shipment Alert ‘Navix Active Dispute’ in Tai #### **🧪 Testing (UAT)**  Navix will perform validations in **Sandbox** first, then Production.  #### **📞 Need Help?**  Contact your onboarding manager or email [support@navix.io](mailto:support@navix.io).  ### **🛠️ Considerations** \- Navix pushes carrier (AP) and customer (AR) charges, attaches documents, creates the customer invoice, and approves carrier bills back into Tai automatically on approval. \- For multi-carrier loads, Navix waits until all carrier bills are present before creating the customer invoice. \- If something fails on push-back, look for a Navix Shipment Alert (e.g., \`Navix Create Invoice Fail\`, \`Navix Approve Bill Fail\`) on the Tai shipment. \- If a load needs to be re-pulled from Tai (for example, after a data correction), Navix support can trigger a manual re-ingestion without waiting for a new Tai webhook—contact support if you believe a load didn't import correctly. ### **🧠 Additional Resources**  #### **📋 Tai Knowledge Center Article** [Follow this link to Tai's knowledge center article.](https://learn.tai-software.com/knowledge/navix) #### **🗺 Integration Architecture**  ![Tai Navix Integration - Ideal Integration](https://hs.navix.io/hs-fs/hubfs/Tai%20Navix%20Integration%20-%20Ideal%20Integration.jpeg?width=670&height=354&name=Tai%20Navix%20Integration%20-%20Ideal%20Integration.jpeg) #### **📋 Field Mapping Chart**  [This link is a csv for Tai Field Mapping to Navix.](https://navixllc-my.sharepoint.com/:x:/g/personal/ashley_smith_navix_io/EXI4hvKnFRBBiT5cF8mP_ssBLD0QxYW_wZjMrhk1fyPJTA?e=VqVdNF)  The link includes the following tabs:  - Field Mapping Overview  - Field Mapping Detail - [Navix User Guide](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#main-content) - [Access & Support](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#access-support) - [Pre-Audit](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#pre-audit) - [Audit](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#audit) - [Analysis](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#analysis) - [Tenant Admin](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#tenant-admin) - [Tenant Configuration](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#tenant-configuration) - [Additional Features](https://hs.navix.io/customer-support-center/navix-user-guide?hsLang=en#additional-features) - [Product Release Notes](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#main-content) - [2025 Release Notes](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#2025-release-notes) - [January 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#january-2026) - [February 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#february-2026) - [March 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#march-2026) - [April 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#april-2026) - [May 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#may-2026) - [June 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#june-2026) - [July 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#july-2026) - [August 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#august-2026) - [September 2026](https://hs.navix.io/customer-support-center/product-release-notes?hsLang=en#september-2026) - [API and Webhooks](https://hs.navix.io/customer-support-center/api-and-webhooks?hsLang=en) - [Integrations](https://hs.navix.io/customer-support-center/integrations?hsLang=en) - [Help and FAQ](https://hs.navix.io/customer-support-center/help-and-faq?hsLang=en) [![Chill listening crop-3](https://hs.navix.io/hs-fs/hubfs/Navix%20Logo%20-%20Purple.png?width=171&height=50&name=Navix%20Logo%20-%20Purple.png "Chill listening crop-3")](http://www.navix.io) Navix Help Center Copyright © 2026, Navix