Import Wizard (ACE and ACI eManifest): Difference between revisions

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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.]
[[File:File-import-wizard-home-screen.jpg|thumb|400|right|File Import Wizard Home Page]]The '''BorderConnect File Import Wizard''' allows users to easily import their internal company data into BorderConnect. The Import Wizard helps 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.]


== Getting Started ==
== Getting Started ==
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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.
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.
''It's important to note that accessing import features from the Search ACE Shipments and Search ACI Shipments pages can only be done if Allow ACE and ACI Imports are enabled in the [[Company_Settings_Page|Company Settings]] page.''


== Supported File Types ==
== Supported File Types ==
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The Import Wizard supports many common file types when importing data, here are a list of supported file types:
The Import Wizard supports many common file types when importing data, here are a list of supported file types:


*csv
*.csv
*xlsx
*.xlsx
*xls
*.xls
*xml
*.xml
*numbers
*.numbers
 
== Acceptable Import Data ==
 
{| class="wikitable"
|-
! 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, 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, sub location (if applicable), estimated arrival date/time, commodity details.
|-
| Drivers || Driver name, travel document information, notification details.
|-
| Passengers || Passenger name, travel document information and FAST and/or ACE information.
|-
| Trailers || Trailer unit number, trailer type, licence plate information.
|-
| Vehicles || Vehicle unit number, vehicle type, vehicle licence plate information, VIN.
|}


== How to Import a File ==
== How to Import a File ==
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[[File:upload-a-file-import-wizard.jpg|800px]]
[[File:upload-a-file-import-wizard.jpg|800px]]
Once the data set has been selected and the file to be uploaded click Next to be brought to the Map page.


==='''Part 2: Mapping'''===
==='''Part 2: Mapping'''===
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*'''Ignore''': This section provides data on fields that have been ignored, because the field was marked as ignored by the user during the mapping process. Ignoring data is helpful when data has been previously imported or has been duplicated.
*'''Ignore''': This section provides data on fields that have been ignored, because the field was marked as ignored by the user during the mapping process. Ignoring data is helpful when data has been previously imported or has been duplicated.
Once mapping the data has been properly verfied, click Next at the top to be brought to the Validate page where imported data can be validated.


==='''Part 3: Validate'''===
==='''Part 3: Validate'''===


The validate page provides details of the data being imported. Users can review each item in the file where user can also review any formatting issues and any other options they would like to include as part of their data import.


* [[Company_Details_Page|Company Details Page]]
Other options on the Validate page include the ability to add or remove rows, columns and check for errors. Interacting with table cells also gives users to manually add or change information for each item. Using the Validate page is helpful for users who need to add, remove or edit information within the file.  
* [[Company_Settings_Page|Company Settings Page]]
* [[My_Account_Settings|My Account Settings Page]]
 
== Management Features ==
 
[[File:Adddriverpage1.png|thumb|400|right|Create a Driver Page]]
The articles listed below include any other features or pages users would come across in the BorderConnect software.
 
'''Driver Management'''
* [[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'''
* [[Add Truck Page (ACE and ACI eManifest)|Add Truck Page]]
* [[Truck_Search_Page_(ACE_and_ACI_eManifest)|Truck Search Page]]
* [[Truck_Details_Page_(ACE_and_ACI_eManifest)|Truck Details Page]]
 
'''Trailer Management'''
* [[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'''
* [[Add_Passenger_Page_(ACE_and_ACI_eManifest)|Add Passenger Page]]
* [[Passenger_Details_Page_(ACE_and_ACI_eManifest)|Passenger Details Page]]
* [[Passenger_Search_Page_(ACE_and_ACI_eManifest)|Passenger Search Page]]
 
'''File Import Wizard'''
* [[Import_Wizard_(ACE_and_ACI_eManifest)|File Import Wizard]]
 
'''Other Management Features'''
* [[E-Manifest_Tracking_Feature_(ACE_and_ACI_eManifest)|eManifest Tracking Feature]]
 
'''eManifest Sync Feature'''
* [[E-Manifest_Sync_Feature_(ACE_and_ACI_eManifest)|eManifest Sync Feature]]
 
== ACI Software User Guide ==
 
[[File:Acishipment3.png|thumb|500|right|ACI Shipment details page]]
[[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'''
* [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|Start New ACI eManifest Page]]
* [[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'''
* [[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'''
 
'''ACI Data Management'''
* [[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 ==
 
[[File:Ace_search_page_1.png|thumb|400|right|ACE Manifest Search Page]]
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]]
 
'''ACE Manifests'''
* [[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'''
* [[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'''
[[File:Validate-page-import-wizard.jpg|800px]]
* [[ACE_In_Bond_Sequences_(ACE_Manifest_/_U.S._In-Bond_Manager)|ACE In-Bond Sequences]]


== U.S. In-Bond Manager Software User Guide ==
Once the user has properly validated the data, click Finish Import to complete the import process and the user will be brought to the corresponding search page where an alert will let the user know that the data has been successfully imported into BorderConnect with a unique reference number of that import.


[[File:In-bond-dashboard.png|thumb|400|right|U.S. In-Bond Dashboard Page]]
[[File:Successful-import.jpg]]
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]]
== Reviewing and Managing Imported Files ==


'''QP In-Bonds'''
[[File:Imported-files-search-page.jpg|thumb|400|right|Imported Files Search Page]]After imported files have been uploaded into BorderConnect users can review the files and data within the files by going to the Search Imported Files page under the Manage Data menu option. This will bring the user to the Imported Files Search page where imported files can be searched by Import Reference ID, the type of data schema using the Schema selector and by Date Created Between.
* [[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'''
Below the search option users can view a list of the most recent files imported in the Imported Files References section. Clicking into an imported file or clicking View in the tooltip next to the file will bring the user to the Imported Files Details page.
* [[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'''
The Imported Files Details page provides details of the imported file where users can review and manage the data imported. Using the tooltip icon users can View, Edit or Deactivate/Delete specific imported data.
* [[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 14:18, 25 September 2024

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 easily import their internal company data into BorderConnect. The Import Wizard helps 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 24/7 technical support.

Getting Started

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.

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.

It's important to note that accessing import features from the Search ACE Shipments and Search ACI Shipments pages can only be done if Allow ACE and ACI Imports are enabled in the Company Settings page.

Supported File Types

The Import Wizard supports many common file types when importing data, here are a list of supported 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, 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, sub location (if applicable), estimated arrival date/time, commodity details.
Drivers Driver name, travel document information, notification details.
Passengers Passenger name, travel document information and FAST and/or ACE information.
Trailers Trailer unit number, trailer type, licence plate information.
Vehicles Vehicle unit number, vehicle type, vehicle licence plate information, VIN.

How to Import a File

To start the import process the first step is selecting the data you are importing into BorderConnect. So select the type of data you will be importing and then click Upload a File below or drag the file into the upload a File container.

Part 1: Upload

Once the data set has been selected and the file to be uploaded click Next to be brought to the Map page.

Part 2: Mapping

Mapping the data is the following step after the file is successfully uploaded. Users can map file headers to to match the corresponding BorderConnect header data set. The Incoming data map shows the field heading of the file that was uploaded and the Destination data map shows the type of data to be added to BorderConnect. The third column, Example, shows an example of the data being imported in BorderConnect, which helps users verify that the correct data fields are matching properly.

The Map page is split into three separate sections:

  • Completed Mappings: The primary map data to be imported into BorderConnect, where users can review and match the data and verify that the data being uploaded matches the data being imported. In this section users can select the tooltip three dots to either duplicate, ignore or even split the data in the incoming data column. The Destination column, users can select the dropdown for each destination data set and change it to match the corresponding destination field(s).
  • Incomplete Mappings: This section provides data that is not yet complete, or doesn't match the proper format to be imported into BorderConnect. It's important to review and resolve incomplete mappings so the data can be properly imported.
  • Ignore: This section provides data on fields that have been ignored, because the field was marked as ignored by the user during the mapping process. Ignoring data is helpful when data has been previously imported or has been duplicated.

Once mapping the data has been properly verfied, click Next at the top to be brought to the Validate page where imported data can be validated.

Part 3: Validate

The validate page provides details of the data being imported. Users can review each item in the file where user can also review any formatting issues and any other options they would like to include as part of their data import.

Other options on the Validate page include the ability to add or remove rows, columns and check for errors. Interacting with table cells also gives users to manually add or change information for each item. Using the Validate page is helpful for users who need to add, remove or edit information within the file.

Once the user has properly validated the data, click Finish Import to complete the import process and the user will be brought to the corresponding search page where an alert will let the user know that the data has been successfully imported into BorderConnect with a unique reference number of that import.

Reviewing and Managing Imported Files

Imported Files Search Page

After imported files have been uploaded into BorderConnect users can review the files and data within the files by going to the Search Imported Files page under the Manage Data menu option. This will bring the user to the Imported Files Search page where imported files can be searched by Import Reference ID, the type of data schema using the Schema selector and by Date Created Between.

Below the search option users can view a list of the most recent files imported in the Imported Files References section. Clicking into an imported file or clicking View in the tooltip next to the file will bring the user to the Imported Files Details page.

The Imported Files Details page provides details of the imported file where users can review and manage the data imported. Using the tooltip icon users can View, Edit or Deactivate/Delete specific imported data.

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