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      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

      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

      🧩 What the Integration Includes 

      Functionality 

      Supported 

      Loads Imported 

      ✅ 

      Audit Results Sent Back 

      ✅ 

      Documents Sent Back 

      ✅ 

      AP/AR Quote Approvals 

      ✅ 

      Rate Engine Connection 

      ❌ 

      Disputes Integration 

      ❌ 

      Note: While Dispute Communication isn’t supported via API; we do create a Tai Shipment Alert when there is an active Navix Dispute. 

      ⚙️ 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. 

      🧠 Additional Resources 

      🗺 Integration Architecture 

      Tai Navix Integration - Ideal Integration

      📋 Field Mapping Chart 

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

      • Field Mapping Overview 
      • Field Mapping Detail