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}}

[[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 ==

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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.

''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 ==

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== Acceptable Import Data ==

*ACE Consignees - ACE consignee name, contact information and address.

{| class="wikitable"

*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.

! Data !! Information Imported

*ACI Consignees - ACI consignee name, contact information and address.

|-

*ACI Shippers - ACI shipper name, contact information and address.

| ACE Consignees || ACE consignee 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.

| ACE Shippers || ACE shipper name, contact information and address.

*Passengers - Passenger name, travel document information and FAST and/or ACE information.

|-

*Trailers - Trailer unit number, trailer type, licence plate information.

| ACE Shipments || ACE shipment type, shipment control number, trip lead sheet, shipper and consignee information, commodity details.

*Vehicles - Vehicle unit number, vehicle type, vehicle licence plate information.

|-

| 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 ==

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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.

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.

[[File:Validate-page-import-wizard.jpg|800px]]

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[[File:Successful-import.jpg]]

== Reviewing and Managing Imported Files ==

[[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.

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.

[[Category:BorderConnect Software User Guide]]

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 {{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 ==
@@ Line 9: / Line 9: @@
 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 ==
@@ Line 22: / Line 24: @@
 == Acceptable Import Data ==
-*ACE Consignees - ACE consignee name, contact information and address.
+{| class="wikitable"
-*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.
+! Data !! Information Imported
-*ACI Consignees - ACI consignee name, contact information and address.
+|-
-*ACI Shippers - ACI shipper name, contact information and address.
+| ACE Consignees || ACE consignee 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.
+| ACE Shippers || ACE shipper name, contact information and address.
-*Passengers - Passenger name, travel document information and FAST and/or ACE information.
+|-
-*Trailers - Trailer unit number, trailer type, licence plate information.
+| ACE Shipments || ACE shipment type, shipment control number, trip lead sheet, shipper and consignee information, commodity details.
-*Vehicles - Vehicle unit number, vehicle type, vehicle licence plate information.
+|-
+| 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 ==
@@ Line 65: / Line 81: @@
 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.
+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.
 [[File:Validate-page-import-wizard.jpg|800px]]
@@ Line 73: / Line 89: @@
 [[File:Successful-import.jpg]]
+== Reviewing and Managing Imported Files ==
+[[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.
+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.
 [[Category:BorderConnect Software User Guide]]