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{{active|This article contains software features actively in development. Content is subject to change.|note}}
{{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. The Import Wizard can be found under the Manage Data menu and by selecting Import Wizard.
<div class="bc-card">


Other ways of accessing the Import Wizard and uploading data can be found from the Import button dropdown and selecting Import Wizard from the following pages: Search ACI Shipments, Search ACE Shipments, Search Shipper/Consignee, Search Drivers, Search Passengers, Search Trucks, Search Trailers.
<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>


== Supported File Types ==
<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>


*csv
<p>This significantly reduces setup time and improves data consistency across manifests.</p>
*xlsx
*xls
*xml
*numbers


== Administrative Features ==
[[File:File-import-wizard-home-screen.jpg|800px|thumb|center|File Import Wizard Home Page]]


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.
<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>


* [[Company_Details_Page|Company Details Page]]
<div style="clear: both;"></div>
* [[Company_Settings_Page|Company Settings Page]]
</div>
* [[My_Account_Settings|My Account Settings Page]]


== Management Features ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Access & Supported Formats</h2>


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


'''Driver Management'''
<table class="wikitable" style="width: 100%;">
* [[Add_New_Driver_Page_(ACE_and_ACI_eManifest)|Add New Driver Page]]
<tr>
* [[Driver_Search_Page_(ACE_and_ACI_eManifest)|Driver Search Page]]
<th style="width: 40%;">Location</th>
* [[Driver_Details_Page_(ACE_and_ACI_eManifest)|Driver 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 → <strong>Import Wizard</strong>.</td>
</tr>
<tr>
<td><strong>Data Searches (Drivers, Trucks, etc.)</strong></td>
<td>Click the <strong>Import</strong> button dropdown → <strong>Import Wizard</strong>.</td>
</tr>
</table>


'''Truck Management'''
<h3>Supported File Types</h3>
* [[Add Truck Page (ACE and ACI eManifest)|Add Truck Page]]
<p>The wizard accepts common spreadsheet and data formats:</p>
* [[Truck_Search_Page_(ACE_and_ACI_eManifest)|Truck Search Page]]
<div class="bc-cleanlist">
* [[Truck_Details_Page_(ACE_and_ACI_eManifest)|Truck Details 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>


'''Trailer Management'''
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 1: Uploading Your File</h2>
* [[Add_Trailer_Page_(ACE_and_ACI_eManifest)|Add Trailer Page]]
* [[Trailer_Search_Page_(ACE_and_ACI_eManifest)|Trailer Search Page]]
* [[Trailer_Details_Page_(ACE_and_ACI_eManifest)|Trailer Details Page]]


'''Passenger Management'''
<div class="bc-card">
* [[Add_Passenger_Page_(ACE_and_ACI_eManifest)|Add Passenger Page]]
<p>First, choose the type of data you are importing (e.g., ACE Shipments, Drivers, Trailers).</p>
* [[Passenger_Details_Page_(ACE_and_ACI_eManifest)|Passenger Details Page]]
[[File:Select-data-type-import-wizard.jpg|800px|thumb|center|Selecting the data category]]
* [[Passenger_Search_Page_(ACE_and_ACI_eManifest)|Passenger Search Page]]


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


'''Other Management Features'''
<p>Once uploaded, click <strong>Next</strong> to proceed to mapping.</p>
* [[E-Manifest_Tracking_Feature_(ACE_and_ACI_eManifest)|eManifest Tracking Feature]]
</div>


'''eManifest Sync Feature'''
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 2: Mapping Your Data</h2>
* [[E-Manifest_Sync_Feature_(ACE_and_ACI_eManifest)|eManifest Sync Feature]]


== ACI Software User Guide ==
<div class="bc-card">
[[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>


[[File:Acishipment3.png|thumb|500|right|ACI Shipment details page]]
<div class="bc-cleanlist">
[[File:Csa1.png|thumb|500|right|ACI CSA Importer Search Page]]
* <strong>Completed Mappings:</strong> Fields that are properly matched. You can duplicate, ignore, or split this data if needed.
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]]
* <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>


'''ACI eManifests'''
<p>Once all required fields are properly mapped, click <strong>Next</strong>.</p>
* [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|Start New ACI eManifest Page]]
</div>
* [[ACI_eManifest_Search_Page_(ACI_eManifest)|ACI eManifest Search Page]]
* [[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'''
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 3: Validating & Finishing</h2>
* [[Start_New_ACI_Shipment_Page_(ACI_eManifest)|Start New ACI Shipment Page]]
* [[ACI_Shipment_Search_Page_(ACI_eManifest)|ACI Shipment Search Page]]
* [[Edit_ACI_Shipment_Page_(ACI_eManifest)|Edit ACI Shipment Page]]
* [[ACI_Shipment_Details_Page_(ACI_eManifest)|ACI Shipment Details Page]]
* [[Add/Edit_Commodity_for_ACI_Shipment_Page_(ACI_eManifest)|Add/Edit Commodity for ACI Shipment Page]]


'''ACI Notices'''
<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>


'''ACI Data Management'''
<p>After confirming accuracy, click <strong>Finish Import</strong>. A confirmation message will appear with a unique Import Reference ID.</p>
* [[ACI_Shipper/Consignee_Search_Page_(ACI_eManifest)|ACI Shipper/Consignee Search Page]]
[[File:Successful-import.jpg|center|link=]]
* [[ACI_Commodity_Description_Search_Page_(ACI_eManifest)|ACI Commodity Description Search Page]]
</div>
* [[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 ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Reviewing Imported Files</h2>


[[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:Imported-files-search-page.jpg|400px|thumb|right|Imported Files Search Page]]
<p>All completed imports are stored for review.</p>


'''ACE Manifests'''
<p><strong>To Access:</strong> Go to <strong>Manage Data</strong> → <strong>Search Imported Files</strong>.</p>
* [[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'''
<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>
* [[Start_New_ACE_Shipment_Page_(ACE_Manifest)|Start New ACE Shipment Page]]
* [[ACE_Shipment_Search_Page_(ACE_Manifest)|ACE Shipment Search Page]]
* [[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'''
<h3>Best Practices</h3>
* [[ACE_In_Bond_Sequences_(ACE_Manifest_/_U.S._In-Bond_Manager)|ACE In-Bond Sequences]]
<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>


== U.S. In-Bond Manager Software User Guide ==
{{AppPromo}}


[[File:In-bond-dashboard.png|thumb|400|right|U.S. In-Bond Dashboard Page]]
</div>
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]]
 
* [[In-Bond_Dashboard_(U.S._In-Bond_Manager)|In-Bond Dashboard Page]]
 
'''QP In-Bonds'''
* [[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]]
 
'''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]]
 
'''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]]
 
'''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]]

Latest revision as of 11:49, 11 February 2026

🔖 This article is part of the BorderConnect Software User Guide
This article contains software features actively in development. Content is subject to change.

BorderConnect File Import Wizard

Bulk upload data for manifests, drivers, and shipments to save time and ensure accuracy.

Type: Data Tool System: General Data

Overview

The BorderConnect File Import Wizard allows users to quickly and accurately bring internal company data into BorderConnect for use across ACE and ACI eManifest workflows.

Instead of manually creating records one by one, the Import Wizard supports bulk uploads for:

  • Shippers and Consignees
  • Shipments (ACE and ACI)
  • Drivers and Passengers
  • Trucks, Trailers, and Vehicles

This significantly reduces setup time and improves data consistency across manifests.

File Import Wizard Home Page

Support: For assistance with file uploads or troubleshooting, contact BorderConnect’s 24/7 technical support.

Access & Supported Formats

How to Access

The File Import Wizard is available to all BorderConnect users. Note that importing directly from shipment pages requires Allow ACE/ACI Imports to be enabled in Company Settings.

Location How to Access
Manage Data Menu Select Import Wizard.
Search Pages (ACE/ACI Shipments) Click the Import button dropdown → Import Wizard.
Data Searches (Drivers, Trucks, etc.) Click the Import button dropdown → Import Wizard.

Supported File Types

The wizard accepts common spreadsheet and data formats:

  • .csv (Comma Separated Values)
  • .xlsx / .xls (Excel)
  • .xml (XML Data)
  • .numbers (Apple Numbers)

Step 1: Uploading Your File

First, choose the type of data you are importing (e.g., ACE Shipments, Drivers, Trailers).

Selecting the data category

Then, either click Upload a File or drag and drop your file into the designated area.

Uploading the source file

Once uploaded, click Next to proceed to mapping.

Step 2: Mapping Your Data

Mapping columns to fields

The mapping screen connects your file’s column headers with BorderConnect’s required data fields. The page is divided into three sections:

  • Completed Mappings: Fields that are properly matched. You can duplicate, ignore, or split this data if needed.
  • Incomplete Mappings: Fields that require attention due to missing or incompatible formats.
  • Ignored Fields: Columns intentionally excluded from the import.

Once all required fields are properly mapped, click Next.

Step 3: Validating & Finishing

Validating data before import

The validation page allows for a full review before final submission. Here you can:

  • Correct formatting errors and review flagged issues.
  • Add or remove rows/columns.
  • Edit individual values directly in the grid.

After confirming accuracy, click Finish Import. A confirmation message will appear with a unique Import Reference ID.

Reviewing Imported Files

Imported Files Search Page

All completed imports are stored for review.

To Access: Go to Manage Data → Search Imported Files.

From here you can search by Import Reference ID, Schema Type, or Date Range. Clicking View opens the details where individual records can be edited, deactivated, or deleted.

Best Practices

  • Headers: Use clear, descriptive column headers in your spreadsheet.
  • Cleanup: Remove duplicate or outdated data from your file before uploading.
  • Validation: Resolve incomplete mappings and validate carefully to avoid data conflicts.
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