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ACI CSA Importer Search Page (ACI eManifest): Difference between revisions

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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}}


[[File:Csa1.png|400px|thumb|right|CSA shipment selected with Importer CSA Business Number entered]]
<div class="bc-wrap">


The '''ACI CSA Importer Search Page''' allows you to manage the Importer CSA Business Numbers used when creating CSA-type shipments in BorderConnect’s ACI eManifest system.
<div class="bc-article-hero">
<h1>ACI CSA Importer Search Page</h1>
<p>A master data tool for managing trusted trader Business Numbers for CSA shipments.</p>
<div class="bc-article-meta">
<span class="bc-article-pill"><i class="fas fa-id-card"></i> Type: Master Data</span>
<span class="bc-article-pill"><i class="fas fa-flag"></i> Country: Canada (CBSA)</span>
</div>
</div>


CSA (Customs Self Assessment) shipments require a valid importer Business Number. BorderConnect stores these numbers with friendly names so they can be quickly selected when entering shipments.
<div class="bc-card">


This page helps you:
<h2 style="margin-top: 0;">Overview</h2>
 
[[File:Csa1.png|400px|thumb|right|CSA shipment selected with Importer CSA Business Number entered]]
* Save frequently used CSA importer Business Numbers 
<p>The <strong>ACI CSA Importer Search Page</strong> allows you to manage the registry of <strong>Importer CSA Business Numbers</strong> used when creating CSA-type shipments in BorderConnect’s ACI eManifest system.</p>
* Assign recognizable names to each importer 
* Correct errors or outdated entries 
* Remove duplicates 
 
You can access this page from the '''ACI eManifests''' menu by selecting '''CSA Importers'''.
 
__TOC__
 
== When should you use this page? ==
 
{| class="wikitable"
! Scenario !! Why it helps
|-
| Repeated CSA importers || Quickly select instead of retyping numbers
|-
| Typos in Business Numbers || Fix once for all future shipments
|-
| Duplicate entries || Clean up your importer list
|-
| New CSA customer added || Preload the Business Number
|}
 
== Adding a new CSA importer ==
 
Although CSA importers can be added directly while creating shipments, you can also manage them in advance here.
 
=== Steps ===
# Click '''New CSA Importer'''
# Enter:
#* '''CBSA Business Number''' (format: 999999999RM9999)
#* '''Importer Name''' (company or reference name)
# Click '''Save'''
 
The importer will now appear in selection lists on CSA shipments.
 
[[File:Csa2.png|800px|thumb|CSA importer creation screen]]
 
{{note|Using clear company names makes CSA shipments faster and reduces data entry errors.|info}}


== Search section ==
<p>CSA (Customs Self Assessment) shipments require a valid, 15-digit importer Business Number. BorderConnect stores these numbers along with friendly names so they can be quickly selected from a dropdown menu, reducing the risk of typing errors during dispatch.</p>


Use the search tools to quickly find specific CSA importers.
<div class="bc-did-you-know" style="margin-top: 15px;">
<strong>How to Access:</strong> Navigate to the <strong>ACI eManifests</strong> menu and select <strong>CSA Importers</strong>.
</div>


You can filter by:
<div style="clear: both;"></div>
</div>


* Business Number 
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Why Manage CSA Importers?</h2>
* Importer name 


By default, all saved CSA importers are displayed.
<div class="bc-card">
<p>Keeping your importer list organized provides significant time savings and compliance benefits:</p>


{| class="wikitable"
<table class="wikitable" style="width: 100%;">
! Button !! Function
<tr>
|-
<th style="width: 30%;">Scenario</th>
| Search || Shows matching importers
<th>Why It Helps</th>
|-
</tr>
| Reset || Clears filters and shows all entries
<tr>
|-
<td><strong>Repeated CSA Importers</strong></td>
| Clear || Empties search fields for a new search
<td>Quickly select a verified number instead of retyping 15 digits every time.</td>
|}
</tr>
<tr>
<td><strong>Typos in Business Numbers</strong></td>
<td>Fix the number once centrally to prevent rejections on all future shipments.</td>
</tr>
<tr>
<td><strong>Duplicate Entries</strong></td>
<td>Clean up your list so dispatchers don't have to guess which entry is the "correct" one.</td>
</tr>
<tr>
<td><strong>New Customer Onboarding</strong></td>
<td>Preload the Business Number before the first load is even booked.</td>
</tr>
</table>
</div>


== Results section ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Adding a New CSA Importer</h2>


The results list shows each saved CSA importer profile along with management options.
<div class="bc-card">
<p>Although you can add importers on the fly while creating a shipment, adding them here ensures accuracy beforehand.</p>


Each entry includes:
<h3>Steps to Add</h3>
<div class="bc-cleanlist">
1. Click <strong>New CSA Importer</strong>.
2. Enter the <strong>CBSA Business Number</strong> (Must follow format: <code>123456789RM0001</code>).
3. Enter the <strong>Importer Name</strong> (Use a recognizable company reference name).
4. Click <strong>Save</strong>.
</div>
[[File:Csa2.png|800px|thumb|center|CSA importer creation screen]]
<p><em>Tip: The "Importer Name" is internal-facing, so use a name your dispatchers will recognize easily.</em></p>
</div>


* Business Number 
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Searching and Managing</h2>
* Importer name 
* Edit link 
* Delete link 


Use the page arrows to browse multiple result pages if available.
<div class="bc-card">
<p>Use the search section to find specific profiles by <strong>Business Number</strong> or <strong>Importer Name</strong>. The results table allows you to manage existing entries.</p>


=== Edit ===
<table class="wikitable" style="width: 100%;">
Select '''Edit''' to correct a Business Number or rename an importer.
<tr>
Saving applies the update for all future CSA shipments.
<th style="width: 25%;">Action</th>
<th>Function</th>
</tr>
<tr>
<td><strong>Edit</strong></td>
<td>Correct a typo in a Business Number or rename an importer. Changes apply to future selections immediately.</td>
</tr>
<tr>
<td><strong>Delete</strong></td>
<td>Remove duplicate or unused profiles. <br><em>Note: Deleting a profile does <strong>not</strong> affect past shipments that used it.</em></td>
</tr>
</table>
</div>


=== Delete ===
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2>
Select '''Delete''' to remove unused or duplicate CSA importer profiles.


{{note|Deleting an importer does not affect previously submitted shipments.|info}}
<div class="bc-card">
<h3>Recommended Maintenance Workflow</h3>
<div class="bc-cleanlist">
1. <strong>Open</strong> the CSA Importers page.
2. <strong>Search</strong> for duplicate names (e.g., "Acme Inc" vs "Acme Incorporated").
3. <strong>Verify</strong> the Business Number against your customs documents.
4. <strong>Delete</strong> the duplicates and keep the most accurate entry.
</div>


== Recommended maintenance workflow ==
<h3>Tips for Success</h3>
<pre>
<div class="bc-cleanlist">
Open CSA Importers
* Ensure the Business Number is exactly 15 characters (9 digits + RM + 4 digits).
  ↓
* Periodically review the list to remove importers you no longer service.
Search by name or Business Number
</div>
  ↓
</div>
Edit the correct entry
  ↓
Delete duplicates or outdated profiles
</pre>


== Best practices ==
{{AppPromo}}
{{note|
• Use official CBSA Business Number format 
• Assign clear company names 
• Periodically remove duplicates 
• Review after onboarding new CSA clients 
|info}}


== Related pages ==
</div>
* [[Start New ACI Shipment Page (ACI eManifest)|Start New ACI Shipment Page]] 
* [[ACI Shipment Details Page (ACI eManifest)|ACI Shipment Details Page]] 


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

Latest revision as of 17:01, 5 February 2026

🔖 This article is part of the BorderConnect Software User Guide

ACI CSA Importer Search Page

A master data tool for managing trusted trader Business Numbers for CSA shipments.

Type: Master Data Country: Canada (CBSA)

Overview

CSA shipment selected with Importer CSA Business Number entered

The ACI CSA Importer Search Page allows you to manage the registry of Importer CSA Business Numbers used when creating CSA-type shipments in BorderConnect’s ACI eManifest system.

CSA (Customs Self Assessment) shipments require a valid, 15-digit importer Business Number. BorderConnect stores these numbers along with friendly names so they can be quickly selected from a dropdown menu, reducing the risk of typing errors during dispatch.

How to Access: Navigate to the ACI eManifests menu and select CSA Importers.

Why Manage CSA Importers?

Keeping your importer list organized provides significant time savings and compliance benefits:

Scenario Why It Helps
Repeated CSA Importers Quickly select a verified number instead of retyping 15 digits every time.
Typos in Business Numbers Fix the number once centrally to prevent rejections on all future shipments.
Duplicate Entries Clean up your list so dispatchers don't have to guess which entry is the "correct" one.
New Customer Onboarding Preload the Business Number before the first load is even booked.

Adding a New CSA Importer

Although you can add importers on the fly while creating a shipment, adding them here ensures accuracy beforehand.

Steps to Add

1. Click New CSA Importer. 2. Enter the CBSA Business Number (Must follow format: 123456789RM0001). 3. Enter the Importer Name (Use a recognizable company reference name). 4. Click Save.

CSA importer creation screen

Tip: The "Importer Name" is internal-facing, so use a name your dispatchers will recognize easily.

Searching and Managing

Use the search section to find specific profiles by Business Number or Importer Name. The results table allows you to manage existing entries.

Action Function
Edit Correct a typo in a Business Number or rename an importer. Changes apply to future selections immediately.
Delete Remove duplicate or unused profiles.
Note: Deleting a profile does not affect past shipments that used it.

Best Practices

Recommended Maintenance Workflow

1. Open the CSA Importers page. 2. Search for duplicate names (e.g., "Acme Inc" vs "Acme Incorporated"). 3. Verify the Business Number against your customs documents. 4. Delete the duplicates and keep the most accurate entry.

Tips for Success

  • Ensure the Business Number is exactly 15 characters (9 digits + RM + 4 digits).
  • Periodically review the list to remove importers you no longer service.
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