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      Integrating Turvo with Navix

      The Navix-Turvo 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: Turvo + Navix Integration Demo 

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

      Navix TechClips - Turvo Integration

      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.): 

      Turvo Current State - Sunny Day

       

      🧩 What the Integration Includes 

      Functionality 

      Supported 

      Shipments Imported 

      ✅ 

      Documents Sent Back 

      ✅ 

      AR Auto-Invoicing Triggered

      ✅ 

      AP Approved for Payment

      ✅ 

      Rate Engine Connection 

      ❌ 

      Disputes Integration* 

      ❌ 

      *although we don’t currently send disputes to Turvo via messenger, we do add a shipment tag to Turvo when Invoices are received and if a Dispute is created 

       

      🔐️ 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 

      • If you are currently using or looking to add a payment provider, the Navix integration will trigger the payment integration by uploading the carrier invoice in the Approved status. This also triggers any accounting/ERP integrations you have with Turvo. 
      • 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 added and the shipment is in the Delivered or Route Complete status. Refer to Turvo’s article Configure Business Rules for Shipments to see how to make sure your shipments auto-update to Route Complete status after the last delivery. 

       

      🧪 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 

      Turvo Navix Integration - Ideal Integration

      📋 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.