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Import Wizard (ACE and ACI eManifest)

From BorderConnect Wiki
This article is part of the BorderConnect Software User Guide
This article contains software features actively in development. Content is subject to change.
File Import Wizard Home Page

The BorderConnect File Import Wizard allows users to import internal company data into BorderConnect so it can be used on ACE and ACI eManifests. The wizard can import shippers, consignees, shipments, vehicles, trailers, drivers, passengers, and related data.

For help troubleshooting a file upload, contact BorderConnect's 24/7 technical support.

Getting started

The File Import Wizard is available to registered BorderConnect users. It can be opened from the Manage Data menu by selecting Import Wizard.

The Import Wizard can also be opened from the Import button dropdown on these search pages:

  • Search ACI Shipments;
  • Search ACE Shipments;
  • Search Shipper/Consignee;
  • Search Drivers;
  • Search Passengers;
  • Search Trucks; and
  • Search Trailers.

Importing directly from the Search ACE Shipments and Search ACI Shipments pages requires Allow ACE and ACI Imports to be enabled on the Company Settings page.

Supported file types

The Import Wizard supports these file types:

  • .csv
  • .xlsx
  • .xls
  • .xml
  • .numbers

Acceptable import data

Data Information imported
ACE Consignees ACE consignee name, contact information, and address.
ACE Shippers ACE shipper name, contact information, and address.
ACE Shipments ACE shipment type, shipment control number, trip lead sheet, shipper and consignee information, and commodity details.
ACI Consignees ACI consignee name, contact information, and address.
ACI Shippers ACI shipper name, contact information, and address.
ACI Shipments ACI shipment type, cargo control number, port of entry, release office, sublocation if applicable, estimated arrival date and time, and commodity details.
Drivers Driver name, travel document information, and notification details.
Passengers Passenger name, travel document information, and FAST or ACE information.
Trailers Trailer unit number, trailer type, and licence plate information.
Vehicles Vehicle unit number, vehicle type, licence plate information, and VIN.

How to import a file

The import process has three main steps: upload, map, and validate.

Part 1: Upload

Select the type of data you are importing. Then click Upload a File or drag the file into the upload area.

Selecting the data type
Uploading the file

After the data type has been selected and the file has been uploaded, click Next to continue to the Map page.

Part 2: Mapping

Mapping connects the headers in the uploaded file to the matching BorderConnect destination fields. The Incoming Data column shows the headings from the uploaded file. The Destination Data column shows the BorderConnect field that will receive the data. The Example column helps users verify that each field is matched correctly.

Mapping imported columns to BorderConnect fields

The Map page is split into three sections:

  • Completed Mappings: fields that are matched and ready to review. Users can use the row menu to duplicate, ignore, or split incoming data, and can use destination dropdowns to adjust the mapped destination fields.
  • Incomplete Mappings: fields that are missing required values, use an incompatible format, or still need to be mapped before the import can continue.
  • Ignore: fields that will not be imported because the user marked them as ignored.

Review the mapping carefully. When the required mappings have been verified, click Next to continue to the Validate page.

Part 3: Validate

The Validate page lets users review the data before it is imported. Use this step to correct formatting issues, review flagged rows, add or remove rows and columns, and edit individual cells directly in the grid.

Validating data before import

When the data has been reviewed, click Finish Import to complete the process. BorderConnect will return to the corresponding search page and show a confirmation message with a unique import reference number.

Successful import confirmation

Reviewing and managing imported files

Imported Files Search Page

After files have been imported, users can review the imports from Manage Data and then Search Imported Files.

The Imported Files Search page can be searched by import reference ID, schema type, and date created range. Recent imports are listed in the Imported Files References section.

Click an imported file, or click View in its row menu, to open the Imported Files Details page. From the details page, users can review the imported file and manage imported records. Depending on the data type and status, the row menu may allow users to view, edit, deactivate, or delete imported data.

Importing tips

  • Use clear column headers in the source file.
  • Remove duplicate or outdated records before uploading.
  • Review incomplete mappings before continuing.
  • Validate the imported rows carefully before clicking Finish Import.
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