Import Wizard (ACE and ACI eManifest): Difference between revisions
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{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}} | {{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}} | ||
{{active|This article contains software features actively in development. Content is subject to change.|note}} | |||
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<h1>BorderConnect File Import Wizard</h1> | |||
<p>Bulk upload data for manifests, drivers, and shipments to save time and ensure accuracy.</p> | |||
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<span class="bc-article-pill"><i class="fas fa-file-import"></i> Type: Data Tool</span> | |||
<span class="bc-article-pill"><i class="fas fa-database"></i> System: General Data</span> | |||
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<h2 style="margin-top: 0;">Overview</h2> | |||
<p>The <strong>BorderConnect File Import Wizard</strong> allows users to quickly and accurately bring internal company data into BorderConnect for use across ACE and ACI eManifest workflows.</p> | |||
<p>Instead of manually creating records one by one, the Import Wizard supports bulk uploads for:</p> | |||
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* Shippers and Consignees | |||
* Shipments (ACE and ACI) | |||
* Drivers and Passengers | |||
* Trucks, Trailers, and Vehicles | |||
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<p>This significantly reduces setup time and improves data consistency across manifests.</p> | |||
[[File:File-import-wizard-home-screen.jpg|800px|thumb|center|File Import Wizard Home Page]] | |||
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<strong>Support:</strong> For assistance with file uploads or troubleshooting, contact BorderConnect’s [https://www.borderconnect.com/contact 24/7 technical support]. | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Access & Supported Formats</h2> | |||
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<h3>How to Access</h3> | |||
<p>The File Import Wizard is available to all BorderConnect users. Note that importing directly from shipment pages requires <strong>Allow ACE/ACI Imports</strong> to be enabled in [[Company_Settings_Page|Company Settings]].</p> | |||
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<th style="width: 40%;">Location</th> | |||
<th>How to Access</th> | |||
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<td><strong>Manage Data Menu</strong></td> | |||
<td>Select <strong>Import Wizard</strong>.</td> | |||
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<td><strong>Search Pages (ACE/ACI Shipments)</strong></td> | |||
<td>Click the <strong>Import</strong> button dropdown → <strong>Import Wizard</strong>.</td> | |||
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<td><strong>Data Searches (Drivers, Trucks, etc.)</strong></td> | |||
<td>Click the <strong>Import</strong> button dropdown → <strong>Import Wizard</strong>.</td> | |||
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<h3>Supported File Types</h3> | |||
<p>The wizard accepts common spreadsheet and data formats:</p> | |||
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* <strong>.csv</strong> (Comma Separated Values) | |||
* <strong>.xlsx</strong> / <strong>.xls</strong> (Excel) | |||
* <strong>.xml</strong> (XML Data) | |||
* <strong>.numbers</strong> (Apple Numbers) | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 1: Uploading Your File</h2> | |||
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<p>First, choose the type of data you are importing (e.g., ACE Shipments, Drivers, Trailers).</p> | |||
[[File:Select-data-type-import-wizard.jpg|800px|thumb|center|Selecting the data category]] | |||
<p>Then, either click <strong>Upload a File</strong> or drag and drop your file into the designated area.</p> | |||
[[File:upload-a-file-import-wizard.jpg|800px|thumb|center|Uploading the source file]] | |||
<p>Once uploaded, click <strong>Next</strong> to proceed to mapping.</p> | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 2: Mapping Your Data</h2> | |||
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[[File:Mapping-page-importer-wizard.jpg|800px|thumb|center|Mapping columns to fields]] | |||
<p>The mapping screen connects your file’s column headers with BorderConnect’s required data fields. The page is divided into three sections:</p> | |||
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* <strong>Completed Mappings:</strong> Fields that are properly matched. You can duplicate, ignore, or split this data if needed. | |||
* <strong>Incomplete Mappings:</strong> Fields that require attention due to missing or incompatible formats. | |||
* <strong>Ignored Fields:</strong> Columns intentionally excluded from the import. | |||
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<p>Once all required fields are properly mapped, click <strong>Next</strong>.</p> | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 3: Validating & Finishing</h2> | |||
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[[File:Validate-page-import-wizard.jpg|800px|thumb|center|Validating data before import]] | |||
<p>The validation page allows for a full review before final submission. Here you can:</p> | |||
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* Correct formatting errors and review flagged issues. | |||
* Add or remove rows/columns. | |||
* Edit individual values directly in the grid. | |||
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<p>After confirming accuracy, click <strong>Finish Import</strong>. A confirmation message will appear with a unique Import Reference ID.</p> | |||
[[File:Successful-import.jpg|center|link=]] | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Reviewing Imported Files</h2> | |||
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[[File:Imported-files-search-page.jpg|400px|thumb|right|Imported Files Search Page]] | |||
<p>All completed imports are stored for review.</p> | |||
<p><strong>To Access:</strong> Go to <strong>Manage Data</strong> → <strong>Search Imported Files</strong>.</p> | |||
<p>From here you can search by Import Reference ID, Schema Type, or Date Range. Clicking <strong>View</strong> opens the details where individual records can be edited, deactivated, or deleted.</p> | |||
<h3>Best Practices</h3> | |||
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* <strong>Headers:</strong> Use clear, descriptive column headers in your spreadsheet. | |||
* <strong>Cleanup:</strong> Remove duplicate or outdated data from your file <em>before</em> uploading. | |||
* <strong>Validation:</strong> Resolve incomplete mappings and validate carefully to avoid data conflicts. | |||
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[[Category:BorderConnect Software User Guide]] | |||