Integrating Turvo with Navix

🚀 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: Turvo + Navix Integration Demo 

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

In this video: 

1. A load is Picked Up in Turvo
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 Turvo
   
   

🆚 Workflow Comparison 

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

🧩 What the Integration Includes 

*Although we don’t currently send disputes to Turvo via messenger, we do add shipment tags to Turvo when Disputes are created, resolved, and Invoices are approved.  This gives ops users visibility to Invoice statuses.

🔄 How the Integration Works

1. Turvo -> Navix (Shipment Ingestion).  When a shipment is created or updated in Turvo, Turvo sends a webhook to Navix. Navix pulls in the full shipment detail, maps it to a Navix order, and auto-creates or updates that order—no manual entry. Canceled shipments still flow through so nothing gets stranded, and the system protects against out-of-order updates so the latest version always wins.

2. Navix -> Turvo (Approval, Billing & Payment). Once an audit is completed and approved in Navix, finalized rates, documents, and statuses are written back into Turvo.

💵 Billing & Payables Push-Back (What Happens After Approval)

When you approve an invoice in Navix, the integration writes the results back into Turvo in a defined sequence:

1. Charges are pushed to Turvo. Carrier / AP charges are written to the carrier order as cost line items (existing charges are cleared and replaced with the audited amounts). Customer / AR charges are written to the customer order as cost line items. (This behavior is configurable per customer—see "Customer-Specific Configuration." Orders with multiple customers are handled separately.)

2. Documents are pushed to Turvo.  Carrier/vendor-provided documents are uploaded to the corresponding shipment and mapped to the correct Turvo document type—Proof of Delivery, Receipt, Carrier Invoice, Customer Rate Confirmation, or Other—and set to the appropriate status (e.g., Carrier Invoice → Approved).

3. The shipment is set to "Ready for Billing." Navix sets the shipment to Ready for Billing only when every carrier on the shipment has been invoice-approved and the shipment is in a Delivered or Route Complete status. This flip is what triggers Turvo's auto-invoicing, which generates the customer invoice, attaches supporting documents, and emails the invoice automatically.

4. Errors are surfaced as tags. If any step fails, Navix attaches a tag to the Turvo shipment (for example NavixRateUpdateFail or NavixCustInvoiceFail) so your team can spot and resolve issues directly inside Turvo.

🔐️ Setup 

To allow Navix to set up an API user and webhook for the integration, provide Navix with Super Admin user access to both your Turvo Sandbox and Turvo Production environments. Before creating the user, your Navix implementation manager will identify the email address to be used. Follow the steps outlined in Turvo’s article Using Turvo's self-service Public API and webhooks to create the Super Admin user. 

🔐️ Settlements 2.0 (coming soon)

Navix wants to provide the most seamless transition possible as Turvo tenants transition to Turvo’s Settlements 2.0.  Here is more detailed information on how the integration differs when tenants utilize these newer features: 

1. Create Orders in Navix – this process remains the same 
2. Sending Approved Invoices back to Turvo: 
   1. Documents – all documents will be attached to the shipment except for the Carrier Invoice document 
   2. Rates – both AP and AR rates will still be updated on the shipment (Customer and Carrier Orders)
   3. Carrier Invoice – the Navix integration will create the Carrier Invoice and attach the Carrier Invoice document to it 
   4. Customer Invoice – Navix will still rely on Turvo’s auto-invoicing workflow to automatically generate the Customer Invoice and attach the previously uploaded documents from the shipment 
3. Supplementals (coming soon) – the new Invoice objects in Turvo allow for an automated way to process Balance due or Supplemental invoices in Navix. 
   1. Previous Workflow – all Balance Due/Supplementals were held in Navix.  Users pivoted to Turvo to manually add another Customer or Carrier Order to the shipment, record the remaining balances in cost sections, and manually download and upload the documents. 
   2. New Workflow – when Balance Due/Supplementals are created in Navix, the users will make sure the AP and AR ‘Adjusted’ columns in Navix have just the remaining balances listed before hitting approve [previously approved amounts should be removed to avoid duplicating charges] 
      1. Supporting docs are attached to the shipment 
      2. Any applicable AP &/or AR charges are added to the shipment (customer and carrier orders)
      3. Any applicable Carrier Invoice is created
         1. Customer Invoice will need to be created manually if it has already been invoiced

🛠️ Considerations 

• Navix uploads carrier or vendor-provided documents to the corresponding shipments within Turvo and puts the shipment into the Ready for Billing status. This triggers Turvo’s auto-invoicing feature, which completely automates invoice creation, supporting document attachments, and emailed invoices. 

• Navix will only set the shipment to Ready for Billing if all vendor invoices have been approved.

• To learn more about Turvo’s auto-invoicing features check out Turvo’s article Auto-invoicing for Customer Invoices in the Turvo Help Center. 

🧪 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 

📋 Field Mapping Chart (coming soon)

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

• Field Mapping Overview 

• Field Mapping Detail 

⚙️ Turvo Help Center 

This is a link to the Turvo Help Center article about the Navix Integration.