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}}


[[File:File-import-wizard-home-screen.jpg|thumb|400|right|File Import Wizard Home Page]]The '''BorderConnect File Import Wizard''' helps users easily import their internal company data into BorderConnect. The Import Wizard allows user to import data for shippers, consignees, vehicles, trailers, drivers, passengers and more so they can be used on ACE and ACI eManifests. For questions or support with troubleshooting a file upload, contact BorderConnect's [https://www.borderconnect.com/contact 24/7 technical support.]
<div class="bc-wrap">


== Getting Started ==
<div class="bc-article-hero">
<h1>BorderConnect File Import Wizard</h1>
<p>Bulk upload data for manifests, drivers, and shipments to save time and ensure accuracy.</p>
<div class="bc-article-meta">
<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>
</div>
</div>


The File Import Wizard comes as a software feature in BorderConnect and all users will have access to it if they are a registered BorderConnect user.
<div class="bc-card">


*[[Creating_and_Maintaining_Driver_Profiles_(ACE_and_ACI_eManifest)|Driver profiles]]
<h2 style="margin-top: 0;">Overview</h2>
*[[Creating_and_Maintaining_Passenger_Profiles_(ACE_and_ACI_eManifest)|Passenger profiles]]
<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>
*[[Creating_and_Maintaining_Truck_Profiles_(ACE_and_ACI_eManifest)|Truck profiles]]
*[[Creating_and_Maintaining_Trailer_Profiles_(ACE_and_ACI_eManifest)|Trailer profiles]]


== Administrative Features ==
<p>Instead of manually creating records one by one, the Import Wizard supports bulk uploads for:</p>
<div class="bc-cleanlist">
* Shippers and Consignees
* Shipments (ACE and ACI)
* Drivers and Passengers
* Trucks, Trailers, and Vehicles
</div>


Once a user creates an account with BorderConnect, and are created as a "super-user" they will have access to company and administrative features. Those features and pages are listed below.
<p>This significantly reduces setup time and improves data consistency across manifests.</p>


* [[Company_Details_Page|Company Details Page]]
[[File:File-import-wizard-home-screen.jpg|800px|thumb|center|File Import Wizard Home Page]]
* [[Company_Settings_Page|Company Settings Page]]
* [[My_Account_Settings|My Account Settings Page]]


== Management Features ==
<div class="bc-did-you-know" style="margin-top: 15px;">
<strong>Support:</strong> For assistance with file uploads or troubleshooting, contact BorderConnect’s [https://www.borderconnect.com/contact 24/7 technical support].
</div>


[[File:Adddriverpage1.png|thumb|400|right|Create a Driver Page]]
<div style="clear: both;"></div>
The articles listed below include any other features or pages users would come across in the BorderConnect software.
</div>


'''Driver Management'''
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Access & Supported Formats</h2>
* [[Add_New_Driver_Page_(ACE_and_ACI_eManifest)|Add New Driver Page]]
* [[Driver_Search_Page_(ACE_and_ACI_eManifest)|Driver Search Page]]
* [[Driver_Details_Page_(ACE_and_ACI_eManifest)|Driver Details Page]]


'''Truck Management'''
<div class="bc-card">
* [[Add Truck Page (ACE and ACI eManifest)|Add Truck Page]]
<h3>How to Access</h3>
* [[Truck_Search_Page_(ACE_and_ACI_eManifest)|Truck Search Page]]
<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>
* [[Truck_Details_Page_(ACE_and_ACI_eManifest)|Truck Details Page]]


'''Trailer Management'''
<table class="wikitable" style="width: 100%;">
* [[Add_Trailer_Page_(ACE_and_ACI_eManifest)|Add Trailer Page]]
<tr>
* [[Trailer_Search_Page_(ACE_and_ACI_eManifest)|Trailer Search Page]]
<th style="width: 40%;">Location</th>
* [[Trailer_Details_Page_(ACE_and_ACI_eManifest)|Trailer Details Page]]
<th>How to Access</th>
</tr>
<tr>
<td><strong>Manage Data Menu</strong></td>
<td>Select <strong>Import Wizard</strong>.</td>
</tr>
<tr>
<td><strong>Search Pages (ACE/ACI Shipments)</strong></td>
<td>Click the <strong>Import</strong> button dropdown β†’ <strong>Import Wizard</strong>.</td>
</tr>
<tr>
<td><strong>Data Searches (Drivers, Trucks, etc.)</strong></td>
<td>Click the <strong>Import</strong> button dropdown β†’ <strong>Import Wizard</strong>.</td>
</tr>
</table>


'''Passenger Management'''
<h3>Supported File Types</h3>
* [[Add_Passenger_Page_(ACE_and_ACI_eManifest)|Add Passenger Page]]
<p>The wizard accepts common spreadsheet and data formats:</p>
* [[Passenger_Details_Page_(ACE_and_ACI_eManifest)|Passenger Details Page]]
<div class="bc-cleanlist">
* [[Passenger_Search_Page_(ACE_and_ACI_eManifest)|Passenger Search Page]]
* <strong>.csv</strong> (Comma Separated Values)
* <strong>.xlsx</strong> / <strong>.xls</strong> (Excel)
* <strong>.xml</strong> (XML Data)
* <strong>.numbers</strong> (Apple Numbers)
</div>
</div>


'''File Import Wizard'''
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 1: Uploading Your File</h2>
* [[Import_Wizard_(ACE_and_ACI_eManifest)|File Import Wizard]]


'''Other Management Features'''
<div class="bc-card">
* [[E-Manifest_Tracking_Feature_(ACE_and_ACI_eManifest)|eManifest Tracking Feature]]
<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]]


'''eManifest Sync Feature'''
<p>Then, either click <strong>Upload a File</strong> or drag and drop your file into the designated area.</p>
* [[E-Manifest_Sync_Feature_(ACE_and_ACI_eManifest)|eManifest Sync Feature]]
[[File:upload-a-file-import-wizard.jpg|800px|thumb|center|Uploading the source file]]


== ACI Software User Guide ==
<p>Once uploaded, click <strong>Next</strong> to proceed to mapping.</p>
</div>


[[File:Acishipment3.png|thumb|500|right|ACI Shipment details page]]
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 2: Mapping Your Data</h2>
[[File:Csa1.png|thumb|500|right|ACI CSA Importer Search Page]]
The below articles focus on the different pages and features users will come across using BorderConnect ACI eManifest software. For core ACI eManifest articles visit the [[ACI_eManifest_Software_User_Guide_(CBSA)|ACI eManifest Software User Guide]]


'''ACI eManifests'''
<div class="bc-card">
* [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|Start New ACI eManifest Page]]
[[File:Mapping-page-importer-wizard.jpg|800px|thumb|center|Mapping columns to fields]]
* [[ACI_eManifest_Search_Page_(ACI_eManifest)|ACI eManifest Search Page]]
<p>The mapping screen connects your file’s column headers with BorderConnect’s required data fields. The page is divided into three sections:</p>
* [[Edit_ACI_eManifest_Page_(ACI_eManifest)|Edit ACI eManifest Page]]
* [[ACI_eManifest_Details_Page_(ACI_eManifest)|ACI eManifest Details Page]]
* [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|Generating ACI Lead Sheets]]


'''ACI Shipments'''
<div class="bc-cleanlist">
* [[Start_New_ACI_Shipment_Page_(ACI_eManifest)|Start New ACI Shipment Page]]
* <strong>Completed Mappings:</strong> Fields that are properly matched. You can duplicate, ignore, or split this data if needed.
* [[ACI_Shipment_Search_Page_(ACI_eManifest)|ACI Shipment Search Page]]
* <strong>Incomplete Mappings:</strong> Fields that require attention due to missing or incompatible formats.
* [[Edit_ACI_Shipment_Page_(ACI_eManifest)|Edit ACI Shipment Page]]
* <strong>Ignored Fields:</strong> Columns intentionally excluded from the import.
* [[ACI_Shipment_Details_Page_(ACI_eManifest)|ACI Shipment Details Page]]
</div>
* [[Add/Edit_Commodity_for_ACI_Shipment_Page_(ACI_eManifest)|Add/Edit Commodity for ACI Shipment Page]]


'''ACI Notices'''
<p>Once all required fields are properly mapped, click <strong>Next</strong>.</p>
</div>


'''ACI Data Management'''
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 3: Validating & Finishing</h2>
* [[ACI_Shipper/Consignee_Search_Page_(ACI_eManifest)|ACI Shipper/Consignee Search Page]]
* [[ACI_Commodity_Description_Search_Page_(ACI_eManifest)|ACI Commodity Description Search Page]]
* [[ACI_Hazardous_Goods_Search_Page_(ACI_eManifest)|ACI Hazardous Goods Search Page]]
* [[ACI_CSA_Importer_Search_Page_(ACI_eManifest)|ACI CSA Importer Search Page]]


== ACE Software User Guide ==
<div class="bc-card">
[[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>
<div class="bc-cleanlist">
* Correct formatting errors and review flagged issues.
* Add or remove rows/columns.
* Edit individual values directly in the grid.
</div>


[[File:Ace_search_page_1.png|thumb|400|right|ACE Manifest Search Page]]
<p>After confirming accuracy, click <strong>Finish Import</strong>. A confirmation message will appear with a unique Import Reference ID.</p>
The below articles focus on the different pages and features users will come across using BorderConnect ACE Manifest software. For core ACE Manifest articles, visit [[ACE_Manifest_Software_User_Guide_(CBP)|ACE Manifest Software User Guide]]
[[File:Successful-import.jpg|center|link=]]
</div>


'''ACE Manifests'''
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Reviewing Imported Files</h2>
* [[Start_New_ACE_Manifest_Page_(ACE_Manifest)|Start New ACE Manifest Page]]
* [[ACE_Manifest_Search_Page_(ACE_Manifest)|ACE Manifest Search Page]]
* [[Edit_ACE_Manifest_Page_(ACE_Manifest)|Edit ACE Manifest Page]]
* [[ACE_Manifest_Details_Page_(ACE_Manifest)|ACE Manifest Details Page]]
* [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|Generating ACE Manifest Lead Sheets]]


'''ACE Shipments'''
<div class="bc-card">
* [[Start_New_ACE_Shipment_Page_(ACE_Manifest)|Start New ACE Shipment Page]]
[[File:Imported-files-search-page.jpg|400px|thumb|right|Imported Files Search Page]]
* [[ACE_Shipment_Search_Page_(ACE_Manifest)|ACE Shipment Search Page]]
<p>All completed imports are stored for review.</p>
* [[Edit_ACE_Shipment_Page_(ACE_Manifest)|Edit ACE Shipment Page]]
* [[ACE_Shipment_Details_Page_(ACE_Manifest)|ACE Shipment Details Page]]
* [[ACE_Commodity_Details_Page_(ACE_Manifest)|ACE Commodity Details Page]]
* [[Add/Edit_Commodity_for_ACE_Shipment_Page_(ACE_Manifest)|Add/Edit Commodity for ACE Shipment Page]]


'''ACE Data Management'''
<p><strong>To Access:</strong> Go to <strong>Manage Data</strong> β†’ <strong>Search Imported Files</strong>.</p>
* [[ACE_In_Bond_Sequences_(ACE_Manifest_/_U.S._In-Bond_Manager)|ACE In-Bond Sequences]]


== U.S. In-Bond Manager Software User Guide ==
<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>


[[File:In-bond-dashboard.png|thumb|400|right|U.S. In-Bond Dashboard Page]]
<h3>Best Practices</h3>
The below articles focus on the different pages and features users will come across using BorderConnect U.S. In-Bond Manager software. For core U.S. In-Bond Manager articles, visit [[US_In_Bond_Manager_Guide_(CBP)|U.S. In-Bond Manager Software User Guide]]
<div class="bc-cleanlist">
* <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.
</div>
</div>


* [[In-Bond_Dashboard_(U.S._In-Bond_Manager)|In-Bond Dashboard Page]]
{{AppPromo}}


'''QP In-Bonds'''
</div>
* [[Start_New_QP_In-Bond_Page_(U.S._In-Bond_Manager)|Start New QP In-Bond Page]]
* [[Start_New_QP_Bill_of_Lading_Page_(U.S._In-Bond_Manager)|Start New QP Bill of Lading Page]]
* [[Add_New_Commodity_to_QP_Bill_of_Lading_Page_(U.S._In-Bond_Manager)|Add New Commodity to QP Bill of Lading Page]]
* [[QP_In-Bond_Details_for_In-Bond_Page_(U.S._In-Bond_Manager)|QP In-Bond Details for In-Bond Page]]
* [[QP_In-Bond_Search_Page_(U.S._In-Bond_Manager)|QP In-Bond Search Page]]
* [[In-Bond_Status_Notifications_Page_(U.S._In-Bond_Manager)|In-Bond Status Notifications Page]]
* [[In-Bond_Status_Notification_Details_Page_(U.S._In-Bond_Manager)|In-Bond Status Notification Details Page]]
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'''Data Management'''
* [[QP_Importing_Carriers_Search_Page_(U.S._In-Bond_Manager)|QP Importing Carriers Search Page]]
* [[QP_Shippers_and_Consignees_Search_Page_(U.S._In-Bond_Manager)|QP Shippers and Consignees Search Page]]
* [[Bonded_Carrier_ID_Numbers_Search_Page_(U.S._In-Bond_Manager)|Bonded Carrier ID Numbers Search Page]]
* [[ACE_In_Bond_Sequences_(ACE_Manifest_/_U.S._In-Bond_Manager)|In-Bond Sequences Page]]
* [[QP_Subscribed_Carrier_Codes_Page_(U.S._In-Bond_Manager)|QP Subscribed Carrier Codes Search Page]]
* [[QP_Commodity_Descriptions_Search_Page_(U.S._In-Bond_Manager)|QP Commodity Descriptions Search Page]]
Β 
'''Status Queries'''
* [[Search_In-Bond_Status_Queries_Page_(U.S._In-Bond_Manager)|Search In-Bond Status Queries Page]]
* [[Send_In-Bond_Status_Query_Page_(U.S._In-Bond_Manager)|Send In-Bond Status Query Page]]
* [[Search_Carrier_Code_Queries_Page_(U.S._In-Bond_Manager)|Search Carrier Code Queries Page]]
Β 
'''WP Send Requests'''
* [[WP_Send_Request_Search_Page_(U.S._In-Bond_Manager)|WP Send Request Search Page]]
* [[Arrive_Entire_In-Bond_Page_(U.S._In-Bond_Manager)|Arrive Entire In-Bond Page]]
* [[Arrive_Bill_of_Lading_Page_(U.S._In-Bond_Manager)|Arrive Bill of Lading Page]]
* [[Arrive_Container_Page_(U.S._In-Bond_Manager)|Arrive Container Page]]
* [[Export_Entire_In-Bond_Page_(U.S._In-Bond_Manager)|Export Entire In-Bond Page]]
* [[Export_Bill_of_Lading_Page_(U.S._In-Bond_Manager)|Export Bill of Lading Page]]
* [[Export_Container_Page_(U.S._In-Bond_Manager)|Export Container Page]]
* [[Send_In-Bond_Port_Diversion_Page_(U.S._In-Bond_Manager)|Send In-Bond Port Diversion Page]]
* [[Send_In-Bond_Transfer_of_Liability_Page_(U.S._In-Bond_Manager)|Send Transfer of Liability Page]]


[[Category:BorderConnect Software User Guide]]
[[Category:BorderConnect Software User Guide]]