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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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| [[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"> |
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| == 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> |
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| 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. THe Import Wizard can be found under the Manage Data menu and by selecting Import Wizard.
| | <div class="bc-card"> |
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| == Administrative Features == | | <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> |
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| 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>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> |
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| * [[Company_Details_Page|Company Details Page]]
| | <p>This significantly reduces setup time and improves data consistency across manifests.</p> |
| * [[Company_Settings_Page|Company Settings Page]]
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| * [[My_Account_Settings|My Account Settings Page]]
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| == Management Features ==
| | [[File:File-import-wizard-home-screen.jpg|800px|thumb|center|File Import Wizard Home Page]] |
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| [[File:Adddriverpage1.png|thumb|400|right|Create a Driver Page]] | | <div class="bc-did-you-know" style="margin-top: 15px;"> |
| The articles listed below include any other features or pages users would come across in the BorderConnect software.
| | <strong>Support:</strong> For assistance with file uploads or troubleshooting, contact BorderConnectβs [https://www.borderconnect.com/contact 24/7 technical support]. |
| | </div> |
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| '''Driver Management'''
| | <div style="clear: both;"></div> |
| * [[Add_New_Driver_Page_(ACE_and_ACI_eManifest)|Add New Driver Page]]
| | </div> |
| * [[Driver_Search_Page_(ACE_and_ACI_eManifest)|Driver Search Page]]
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| * [[Driver_Details_Page_(ACE_and_ACI_eManifest)|Driver Details Page]]
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| '''Truck Management'''
| | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Access & Supported Formats</h2> |
| * [[Add Truck Page (ACE and ACI eManifest)|Add Truck Page]]
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| * [[Truck_Search_Page_(ACE_and_ACI_eManifest)|Truck Search Page]]
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| * [[Truck_Details_Page_(ACE_and_ACI_eManifest)|Truck Details Page]]
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| '''Trailer Management'''
| | <div class="bc-card"> |
| * [[Add_Trailer_Page_(ACE_and_ACI_eManifest)|Add Trailer Page]]
| | <h3>How to Access</h3> |
| * [[Trailer_Search_Page_(ACE_and_ACI_eManifest)|Trailer 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> |
| * [[Trailer_Details_Page_(ACE_and_ACI_eManifest)|Trailer Details Page]]
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| '''Passenger Management'''
| | <table class="wikitable" style="width: 100%;"> |
| * [[Add_Passenger_Page_(ACE_and_ACI_eManifest)|Add Passenger Page]]
| | <tr> |
| * [[Passenger_Details_Page_(ACE_and_ACI_eManifest)|Passenger Details Page]]
| | <th style="width: 40%;">Location</th> |
| * [[Passenger_Search_Page_(ACE_and_ACI_eManifest)|Passenger Search 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> |
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| '''File Import Wizard'''
| | <h3>Supported File Types</h3> |
| * [[Import_Wizard_(ACE_and_ACI_eManifest)|File Import Wizard]] | | <p>The wizard accepts common spreadsheet and data formats:</p> |
| | <div class="bc-cleanlist"> |
| | * <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> |
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| '''Other Management Features'''
| | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 1: Uploading Your File</h2> |
| * [[E-Manifest_Tracking_Feature_(ACE_and_ACI_eManifest)|eManifest Tracking Feature]]
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| '''eManifest Sync Feature'''
| | <div class="bc-card"> |
| * [[E-Manifest_Sync_Feature_(ACE_and_ACI_eManifest)|eManifest Sync 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]] |
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| == ACI Software User Guide ==
| | <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]] |
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| [[File:Acishipment3.png|thumb|500|right|ACI Shipment details page]]
| | <p>Once uploaded, click <strong>Next</strong> to proceed to mapping.</p> |
| [[File:Csa1.png|thumb|500|right|ACI CSA Importer Search Page]]
| | </div> |
| 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]]
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| '''ACI eManifests'''
| | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 2: Mapping Your Data</h2> |
| * [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|Start New ACI eManifest Page]]
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| * [[ACI_eManifest_Search_Page_(ACI_eManifest)|ACI eManifest Search Page]]
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| * [[Edit_ACI_eManifest_Page_(ACI_eManifest)|Edit ACI eManifest Page]]
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| * [[ACI_eManifest_Details_Page_(ACI_eManifest)|ACI eManifest Details Page]]
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| * [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|Generating ACI Lead Sheets]]
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| '''ACI Shipments'''
| | <div class="bc-card"> |
| * [[Start_New_ACI_Shipment_Page_(ACI_eManifest)|Start New ACI Shipment Page]]
| | [[File:Mapping-page-importer-wizard.jpg|800px|thumb|center|Mapping columns to fields]] |
| * [[ACI_Shipment_Search_Page_(ACI_eManifest)|ACI Shipment Search Page]]
| | <p>The mapping screen connects your fileβs column headers with BorderConnectβs required data fields. The page is divided into three sections:</p> |
| * [[Edit_ACI_Shipment_Page_(ACI_eManifest)|Edit ACI Shipment Page]]
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| * [[ACI_Shipment_Details_Page_(ACI_eManifest)|ACI Shipment Details Page]]
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| * [[Add/Edit_Commodity_for_ACI_Shipment_Page_(ACI_eManifest)|Add/Edit Commodity for ACI Shipment Page]]
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| '''ACI Notices'''
| | <div class="bc-cleanlist"> |
| | * <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. |
| | </div> |
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| '''ACI Data Management'''
| | <p>Once all required fields are properly mapped, click <strong>Next</strong>.</p> |
| * [[ACI_Shipper/Consignee_Search_Page_(ACI_eManifest)|ACI Shipper/Consignee Search Page]]
| | </div> |
| * [[ACI_Commodity_Description_Search_Page_(ACI_eManifest)|ACI Commodity Description Search Page]]
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| * [[ACI_Hazardous_Goods_Search_Page_(ACI_eManifest)|ACI Hazardous Goods Search Page]]
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| * [[ACI_CSA_Importer_Search_Page_(ACI_eManifest)|ACI CSA Importer Search Page]]
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| == ACE Software User Guide == | | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 3: Validating & Finishing</h2> |
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| [[File:Ace_search_page_1.png|thumb|400|right|ACE Manifest Search Page]] | | <div class="bc-card"> |
| 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: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> |
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| '''ACE Manifests'''
| | <p>After confirming accuracy, click <strong>Finish Import</strong>. A confirmation message will appear with a unique Import Reference ID.</p> |
| * [[Start_New_ACE_Manifest_Page_(ACE_Manifest)|Start New ACE Manifest Page]]
| | [[File:Successful-import.jpg|center|link=]] |
| * [[ACE_Manifest_Search_Page_(ACE_Manifest)|ACE Manifest Search Page]]
| | </div> |
| * [[Edit_ACE_Manifest_Page_(ACE_Manifest)|Edit ACE Manifest Page]]
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| * [[ACE_Manifest_Details_Page_(ACE_Manifest)|ACE Manifest Details Page]]
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| * [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|Generating ACE Manifest Lead Sheets]]
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| '''ACE Shipments'''
| | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Reviewing Imported Files</h2> |
| * [[Start_New_ACE_Shipment_Page_(ACE_Manifest)|Start New ACE Shipment Page]]
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| * [[ACE_Shipment_Search_Page_(ACE_Manifest)|ACE Shipment Search Page]]
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| * [[Edit_ACE_Shipment_Page_(ACE_Manifest)|Edit ACE Shipment Page]]
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| * [[ACE_Shipment_Details_Page_(ACE_Manifest)|ACE Shipment Details Page]]
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| * [[ACE_Commodity_Details_Page_(ACE_Manifest)|ACE Commodity Details Page]]
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| * [[Add/Edit_Commodity_for_ACE_Shipment_Page_(ACE_Manifest)|Add/Edit Commodity for ACE Shipment Page]]
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| '''ACE Data Management'''
| | <div class="bc-card"> |
| * [[ACE_In_Bond_Sequences_(ACE_Manifest_/_U.S._In-Bond_Manager)|ACE In-Bond Sequences]]
| | [[File:Imported-files-search-page.jpg|400px|thumb|right|Imported Files Search Page]] |
| | <p>All completed imports are stored for review.</p> |
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| == U.S. In-Bond Manager Software User Guide ==
| | <p><strong>To Access:</strong> Go to <strong>Manage Data</strong> β <strong>Search Imported Files</strong>.</p> |
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| [[File:In-bond-dashboard.png|thumb|400|right|U.S. In-Bond Dashboard Page]]
| | <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> |
| 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]]
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| * [[In-Bond_Dashboard_(U.S._In-Bond_Manager)|In-Bond Dashboard Page]] | | <h3>Best Practices</h3> |
| | <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> |
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| '''QP In-Bonds'''
| | {{AppPromo}} |
| * [[Start_New_QP_In-Bond_Page_(U.S._In-Bond_Manager)|Start New QP In-Bond Page]]
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| * [[Start_New_QP_Bill_of_Lading_Page_(U.S._In-Bond_Manager)|Start New QP Bill of Lading Page]]
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| * [[Add_New_Commodity_to_QP_Bill_of_Lading_Page_(U.S._In-Bond_Manager)|Add New Commodity to QP Bill of Lading Page]]
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| * [[QP_In-Bond_Details_for_In-Bond_Page_(U.S._In-Bond_Manager)|QP In-Bond Details for In-Bond Page]]
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| * [[QP_In-Bond_Search_Page_(U.S._In-Bond_Manager)|QP In-Bond Search Page]]
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| * [[In-Bond_Status_Notifications_Page_(U.S._In-Bond_Manager)|In-Bond Status Notifications Page]]
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| * [[In-Bond_Status_Notification_Details_Page_(U.S._In-Bond_Manager)|In-Bond Status Notification Details Page]]
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| '''Data Management'''
| | </div> |
| * [[QP_Importing_Carriers_Search_Page_(U.S._In-Bond_Manager)|QP Importing Carriers Search Page]]
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| * [[QP_Shippers_and_Consignees_Search_Page_(U.S._In-Bond_Manager)|QP Shippers and Consignees Search Page]]
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| * [[Bonded_Carrier_ID_Numbers_Search_Page_(U.S._In-Bond_Manager)|Bonded Carrier ID Numbers Search Page]]
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| * [[ACE_In_Bond_Sequences_(ACE_Manifest_/_U.S._In-Bond_Manager)|In-Bond Sequences Page]]
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| * [[QP_Subscribed_Carrier_Codes_Page_(U.S._In-Bond_Manager)|QP Subscribed Carrier Codes Search Page]]
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| * [[QP_Commodity_Descriptions_Search_Page_(U.S._In-Bond_Manager)|QP Commodity Descriptions Search Page]]
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| '''Status Queries'''
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| * [[Search_In-Bond_Status_Queries_Page_(U.S._In-Bond_Manager)|Search In-Bond Status Queries Page]]
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| * [[Send_In-Bond_Status_Query_Page_(U.S._In-Bond_Manager)|Send In-Bond Status Query Page]]
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| * [[Search_Carrier_Code_Queries_Page_(U.S._In-Bond_Manager)|Search Carrier Code Queries Page]]
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| '''WP Send Requests'''
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| * [[WP_Send_Request_Search_Page_(U.S._In-Bond_Manager)|WP Send Request Search Page]]
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| * [[Arrive_Entire_In-Bond_Page_(U.S._In-Bond_Manager)|Arrive Entire In-Bond Page]]
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| * [[Arrive_Bill_of_Lading_Page_(U.S._In-Bond_Manager)|Arrive Bill of Lading Page]]
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| * [[Arrive_Container_Page_(U.S._In-Bond_Manager)|Arrive Container Page]]
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| * [[Export_Entire_In-Bond_Page_(U.S._In-Bond_Manager)|Export Entire In-Bond Page]]
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| * [[Export_Bill_of_Lading_Page_(U.S._In-Bond_Manager)|Export Bill of Lading Page]]
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| * [[Export_Container_Page_(U.S._In-Bond_Manager)|Export Container Page]]
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| * [[Send_In-Bond_Port_Diversion_Page_(U.S._In-Bond_Manager)|Send In-Bond Port Diversion Page]]
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| * [[Send_In-Bond_Transfer_of_Liability_Page_(U.S._In-Bond_Manager)|Send Transfer of Liability Page]]
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| [[Category:BorderConnect Software User Guide]] | | [[Category:BorderConnect Software User Guide]] |