When another organisation sends you information in Interu (see Send Information), it appears in your Inbox. This allows you to review the data, reconcile it with your own records, and bring it into your Interu environment. The information you receive may include associated records such as Organisations, Locations, Products, Materials, Purchase Orders, Documents etc.
There are three steps to manage incoming records effectively:
Navigate the Inbox: Find and open incoming records in the relevant tab
Review records : Map, import, or resolve each related record through a guided, step-by-step flow. Complete the process and bring the data into your Interu environment
Navigate the Inbox
Incoming information shared with your organisation appears in the Inbox, accessible via the left-hand menu.
Click the Inbox icon in the left-hand menu
Use the Received records and Updates tabs to toggle between new incoming records and updates to previously received records.
Review & Accept records
When a partner sends you data that contains records sharing a name with ones you already have, the system will ask you to decide how to handle them to prevent duplicates. The rest of the data will all be auto-mapped.
Locate a record in your Inbox with a pending action and click the Review button.
You will be taken to the Review received data page. The system will present you with a series of decisions for records that need mapping. For each item, choose one of the following options:
Use your existing record: Link the incoming data to the matching record that is already in your system.
Use a different existing record: Search for and select a different record in your system to link the incoming data to.
Add as a new record: Create a completely separate record with a different name.
Depending on your selection, you may be prompted to confirm specific details (like location types) in a pop-up window. Make any necessary adjustments and click Save.
Scroll down to check all the decisions made. You may click the Compare to check the incoming record against your local one before mapping. Click Remove mapping or Undo if you'd like to use another existing record or add as a new record.
Once all decisions are made, you will see an "Everything's reviewed" message. Click the Accept & import button.
A confirmation pop-up will remind you that mappings cannot be changed from this page once imported. Click Accept & import to finalise the process.
A success banner will appear confirming the data was accepted. The record in your Inbox will change from "Review" to "View". You can click View at any time to see a summary of the imported data, compare mappings, or open the records directly in your system.
To learn more about how to send a data record, please check out our Sending collection.