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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}}


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. 
<div class="bc-wrap">


[[File:File-import-wizard-home-screen.jpg|800px|File Import Wizard Home Page]]
<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>


Instead of manually creating records one by one, the Import Wizard supports bulk uploads for:
<div class="bc-card">


* Shippers and consignees 
<h2 style="margin-top: 0;">Overview</h2>
* Shipments 
<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>
* Drivers and passengers 
* Trucks, trailers, and vehicles 


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


For assistance with file uploads or troubleshooting, contact BorderConnect’s [https://www.borderconnect.com/contact 24/7 technical support].
<p>This significantly reduces setup time and improves data consistency across manifests.</p>


== Accessing the Import Wizard ==
<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>


The File Import Wizard is available to all BorderConnect users and can be opened from multiple locations:
<div style="clear: both;"></div>


{| class="wikitable"
<div style="text-align: center; margin-top: 20px;">
! Location
[[File:File-import-wizard-home-screen.jpg|800px|thumb|center|File Import Wizard Home Page]]
! How to Access
</div>
|-
</div>
| Manage Data Menu
| Select '''Import Wizard'''
|-
| Search ACI Shipments
| Import button dropdown → Import Wizard
|-
| Search ACE Shipments
| Import button dropdown → Import Wizard
|-
| Search Drivers, Passengers, Trucks, Trailers
| Import button dropdown → Import Wizard
|-
| Shipper and Consignee Searches
| Import button dropdown → Import Wizard
|}


''Note: Importing directly from ACI and ACE shipment pages requires '''Allow ACE Imports''' and '''Allow ACI Imports''' to be enabled on the [[Company_Settings_Page|Company Settings]] page.''
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Access & Supported Formats</h2>


== Supported File Formats ==
<div class="bc-card">
<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>


The Import Wizard accepts commonly used spreadsheet and data formats:
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 40%;">Location</th>
<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>


{| class="wikitable"
<h3>Supported File Types</h3>
! Supported File Types
<p>The wizard accepts common spreadsheet and data formats:</p>
|-
<div class="bc-cleanlist">
| .csv
* <strong>.csv</strong> (Comma Separated Values)
|-
* <strong>.xlsx</strong> / <strong>.xls</strong> (Excel)
| .xlsx
* <strong>.xml</strong> (XML Data)
|-
* <strong>.numbers</strong> (Apple Numbers)
| .xls
</div>
|-
</div>
| .xml
|-
| .numbers
|}


== Data Types You Can Import ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 1: Uploading Your File</h2>


{| class="wikitable"
<div class="bc-card">
! Data Category
<p>First, choose the type of data you are importing (e.g., ACE Shipments, Drivers, Trailers).</p>
! Information Included
[[File:Select-data-type-import-wizard.jpg|800px|thumb|center|Selecting the data category]]
|-
| ACE Shippers
| Name, contact details, address
|-
| ACE Consignees
| Name, contact details, address
|-
| ACE Shipments
| Shipment type, control number, trip sheet, shipper and consignee, commodities
|-
| ACI Shippers
| Name, contact details, address
|-
| ACI Consignees
| Name, contact details, address
|-
| ACI Shipments
| Cargo control number, port, release office, sublocation, ETA, commodities
|-
| Drivers
| Name, travel documents, notification settings
|-
| Passengers
| Name, travel documents, FAST or ACE ID data
|-
| Trailers
| Unit number, type, license plate details
|-
| Vehicles
| Unit number, type, VIN, license plate details
|}


== Import Process Overview ==
<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]]


The Import Wizard guides users through three clear stages:
<p>Once uploaded, click <strong>Next</strong> to proceed to mapping.</p>
</div>


{| class="wikitable"
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 2: Mapping Your Data</h2>
! Step
! Purpose
|-
| Upload
| Select data type and upload file
|-
| Mapping
| Match spreadsheet columns to BorderConnect fields
|-
| Validate
| Review, correct, and confirm imported data
|}


== Step 1 Uploading Your File ==
<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:Select-data-type-import-wizard.jpg|800px]]
<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>


Choose the type of data you are importing, then either:
<p>Once all required fields are properly mapped, click <strong>Next</strong>.</p>
</div>


* Click '''Upload a File''' 
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Step 3: Validating & Finishing</h2>
* Drag and drop your file into the upload area 


[[File:upload-a-file-import-wizard.jpg|800px]]
<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>


Once uploaded, click '''Next''' to proceed to mapping.
<p>After confirming accuracy, click <strong>Finish Import</strong>. A confirmation message will appear with a unique Import Reference ID.</p>
[[File:Successful-import.jpg|center|link=]]
</div>


== Step 2 Mapping Your Data ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Reviewing Imported Files</h2>


The mapping screen connects your file’s column headers with BorderConnect’s required data fields.
<div class="bc-card">
[[File:Imported-files-search-page.jpg|400px|thumb|right|Imported Files Search Page]]
<p>All completed imports are stored for review.</p>


[[File:Mapping-page-importer-wizard.jpg|800px]]
<p><strong>To Access:</strong> Go to <strong>Manage Data</strong> → <strong>Search Imported Files</strong>.</p>


The page is divided into:
<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>


=== Completed Mappings ===
<h3>Best Practices</h3>
Fields that are properly matched and ready to import.
<div class="bc-cleanlist">
Options allow you to duplicate, ignore, or split incoming data as needed.
* <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>


=== Incomplete Mappings ===
{{AppPromo}}
Fields requiring attention due to missing or incompatible formats.


=== Ignored Fields ===
</div>
Columns intentionally excluded from the import.
 
Once all required fields are properly mapped, click '''Next'''.
 
== Step 3 Validating Imported Data ==
 
The validation page allows full review and editing before final submission.
 
[[File:Validate-page-import-wizard.jpg|800px]]
 
You can:
 
* Correct formatting errors 
* Add or remove rows and columns 
* Edit individual values directly 
* Review flagged issues 
 
After confirming accuracy, click '''Finish Import'''.
 
[[File:Successful-import.jpg]]
 
A confirmation message appears with a unique Import Reference ID.
 
== Reviewing Imported Files ==
 
[[File:Imported-files-search-page.jpg|thumb|400px|right|Imported Files Search Page]]
 
All completed imports can be reviewed under:
 
'''Manage Data → Search Imported Files'''
 
Here you can search by:
 
* Import Reference ID 
* Data schema type 
* Date range 
 
Clicking '''View''' opens the Imported File Details page where individual records can be:
 
* Viewed 
* Edited 
* Deactivated or deleted 
 
== Best Practices ==
 
* Use clear column headers in your spreadsheet 
* Remove duplicate or outdated data before importing 
* Resolve incomplete mappings before proceeding 
* Validate carefully to avoid data conflicts 
 
== Summary ==
 
The BorderConnect File Import Wizard provides a fast, flexible, and user friendly way to bulk load critical manifest data. With built in mapping and validation tools, users can ensure clean, accurate records while saving significant time on data entry.


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