When another organisation sends you information in Interu via a Delivery record (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, or Documents.
There are four steps to manage incoming records effectively:
Navigate the Inbox – Find and open incoming records in the relevant tab
Map Information – Match received records to existing ones in your organisation
Transfer Information – Create new records in your organisation from unmatched received data
Accept Information – Complete the process and bring the data into your Interu environment
Each of these is described in the sections below.
Navigate the Inbox
Incoming information shared with your organisation appears in the Inbox, accessible via the left-hand menu. The Inbox helps you keep track of incoming records that need to be reviewed, mapped to your own records, or accepted directly into your workspace.
To navigate the Inbox:
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
Hover over any row in the Received records table to reveal quick action buttons:
Click the Delete button (bin icon) to delete the received record from your list (no data will transfer over)
Click the Map button (double arrow icon) to start aligning the received record to the records in your own instance of Interu - see Map Information and Transfer Information
Click the Accept button (checkmark icon) to approve the received record and add it to your workspace (when all mapping and transferring has been done) - see Accept Information
Map Information
When a Delivery record is sent to your organisation, it may include related information that needs to be reconciled with your own data, such as Organisations, Locations, Products, or Materials. Mapping allows you to align the sender's records with your own internal records in Interu. This ensures continuity, helps avoid duplication, and forms the basis of accurate traceability.
To map incoming records:
Click the Inbox icon in the left-hand menu
Locate the record you wish to map under the Received records tab
Click the Map icon (double arrow symbol) on the right-hand side of the record row
Review each related record type (e.g. Organisations, Locations...) one by one in the New records section
For each Received record you wish to map, select an existing match from the dropdown list of your own organisation’s records (in the Your records column)
Click the Confirm ✓ button next to each record
You'll see a ✓ New mapping added confirmation message appear (bottom left), meaning the mapping between the Received record and Your record is saved for future use. Once all Received records are either mapped as described above or transferred (see Transfer Information), then the received Delivery record can be accepted (see Accept Information).
If one of the Received records does not match one of Your records , you can simply transfer it to create it in your instance of Interu (see Transfer Information)
Transfer Information
If a Delivery record is sent to your organisation and includes related information that doesn’t yet exist in your Interu instance (such as Organisations, Locations, Products, Materials...), you can transfer that information to your own records. Transferring allows you to create new records in your system that match the received ones, preserving traceability without forcing a match to pre-existing records.
This feature is useful when the data you’ve received represents a supplier’s internal records that haven’t been previously mapped or stored in your organisation’s account.
To transfer incoming records:
Click the Inbox icon in the left-hand menu
Locate the record you wish to transfer under the Received records tab
Click the Map icon (double arrow symbol) on the right-hand side of the record row
Review each related record type (e.g. Organisations, Locations...) one by one in the New records section
For each Received record that doesn’t match your own data, click the Transfer icon (arrow symbol) to create it as a new record in your organisation
Check and complete any additional information (if required) in the Add [record type] overlay page
Click the Save button
You'll see ✓ [record type] created and ✓ New mapping added confirmation messages appear (bottom left). Transferred records are now available for review and can be managed as part of your own records in Interu. The mapping between the received records and the transferred records is also saved for future use. Once all Received records are either mapped or transferred as described above, the Delivery can be accepted (see Accept Information).
Accept Information
Once all the related records included in a Delivery (such as Organisations, Locations, Products, Materials...) have been either mapped (see Map Information) or transferred (see Transfer Information), you can accept the Delivery into your Interu environment. Accepting the record completes the information-sending workflow and confirms that the data has been reviewed and stored within your organisation.
To accept the incoming Delivery:
Click the Inbox icon in the left-hand menu
Locate the record you wish to accept under the Received records tab
Check the New/Existing records columns to check if all records have been resolved by either mapping or transferring (they'll typically be only 1 New record showing after this procedure, which is the Delivery record you're accepting)
Hover over the record and click the Accept icon (checkmark symbol)
Confirm your action in the Accept data pop-up window, by clicking the Accept button
You'll see a ✓ Shared data accepted confirmation message appear (bottom left), and the Delivery record will be moved to your organisation’s data. You’ll now be able to use the information in your workflows just like any other record created or received in Interu.
