BorderConnect Onboarding and Readiness Guide: Difference between revisions
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{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]] and the [[Customs_Compliance_Guide_(CBP_and_CBSA)|Customs Compliance Guide]]|info}} | {{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]] and the [[Customs_Compliance_Guide_(CBP_and_CBSA)|Customs Compliance Guide]]|info}} | ||
<div class="bc-wrap"> | |||
<div class="bc-article-hero"> | |||
<h1>Getting Started with BorderConnect</h1> | |||
<p>A complete roadmap for highway carriers to become compliant, authorize BorderConnect, and successfully cross the border.</p> | |||
<div class="bc-article-meta"> | |||
<span class="bc-article-pill"><i class="fas fa-flag-checkered"></i> Type: Onboarding</span> | |||
<span class="bc-article-pill"><i class="far fa-clock"></i> Time: 20 Minutes</span> | |||
</div> | |||
</div> | |||
<div class="bc-card"> | |||
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Β <div class="bc-video-trigger" data-video-id="xUcctQ5pA68"> | |||
Β Β <div class="bc-play-icon"><i class="fas fa-play-circle"></i></div> | |||
Β </div> | |||
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<h2 style="margin-top: 0;">Overview</h2> | |||
<p>This guide walks highway carriers through every required step to become compliant and ready to submit electronic manifests using BorderConnect.</p> | |||
<p>The end goal is simple: your manifests are accepted early, your drivers arrive prepared, and border delays are avoided.</p> | |||
<div class="bc-did-you-know" style="margin-top: 25px;"> | |||
<h3>Two Systems, One Goal</h3> | |||
<strong>ACI eManifest</strong> is for shipments entering Canada (CBSA).<br> | |||
<strong>ACE Truck eManifest</strong> is for shipments entering the United States (CBP). | |||
</div> | |||
<div style="clear: both;"></div> | |||
</div> | |||
= | <div class="bc-card" style="margin-top: 30px;"> | ||
Β | <h3>π Quick Readiness Checklist</h3> | ||
{| class="wikitable" style="width:100%; margin-bottom:0;" | |||
Β | ! Country !! Government System !! What You Must Have Ready | ||
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|- | |- | ||
| | | <strong>Canada</strong> || CBSA + CARM Portal || Carrier Code, CARM Portal access, ACI authorization | ||
|- | |- | ||
| | | <strong>United States</strong> || CBP ACE || SCAC Code, ACE Portal account (optional but recommended) | ||
| | |||
| | |||
|} | |} | ||
<p style="margin-top: 15px;">Once these government requirements are met, you can begin using BorderConnect live.</p> | |||
</div> | |||
= | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Crossing into Canada (CBSA & ACI)</h2> | ||
Β | <p>CBSA requires all highway commercial cargo data to be transmitted electronically and accepted <strong>at least one hour before arrival</strong> at the First Port of Arrival (FPOA).<ref>CBSA. "Advance Commercial Information (ACI)/eManifest Highway." https://www.cbsa-asfc.gc.ca/prog/manif/eccrdhi-deccerout-eng.html</ref></p> | ||
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<div class="bc-card"> | |||
<h3><span class="bc-step-circle">1</span> Obtain a Carrier Code</h3> | |||
<p>A <strong>Carrier Code</strong> is a four-character identifier required to transact with CBSA. You request this through the <strong>CARM Client Portal</strong>.</p> | |||
<div class="bc-cleanlist"> | |||
* <strong>Log in</strong> to the [https://ccp-pcc.cbsa-asfc.cloud-nuage.canada.ca/ CARM Client Portal]. | |||
* <strong>Register</strong> your business and complete the Carrier Code application. | |||
* <strong>Receive</strong> your assigned 4-character code (e.g., 8000). | |||
</div> | |||
<div class="bc-subtle"> | |||
<strong>Note:</strong> If you already have a carrier code, ensure it is linked to your CARM business account. | |||
</div> | |||
</div> | |||
=== | <div class="bc-card" style="margin-top: 20px;"> | ||
<h3><span class="bc-step-circle">2</span> Authorize BorderConnect (Delegation of Authority)</h3> | |||
<p>For BorderConnect to transmit data on your behalf, you must grant access inside the CARM Client Portal.</p> | |||
<div class="bc-cleanlist"> | |||
* In the CARM Portal, navigate to <strong>Manage pending employees / third party requests</strong>. | |||
* Approve the transaction request from <strong>BorderConnect</strong> (or your service provider). | |||
* Assign the role of <strong>Business Management</strong> or <strong>Program Management</strong> to ensure full filing capabilities. | |||
</div> | |||
</div> | |||
<div class="bc-card" style="margin-top: 20px;"> | |||
<h3><span class="bc-step-circle">3</span> Meet the One-Hour Rule</h3> | |||
<p>ACI data (Manifest + Shipments) must be on file and accepted for one hour before the driver arrives.</p> | |||
<div class="bc-warning"> | |||
<strong>Avoid Penalties:</strong> Failure to meet the one-hour window may result in AMPS penalties or refused entry.<ref>CBSA. "Memorandum D3-4-2: Highway pre-arrival and reporting requirements." https://www.cbsa-asfc.gc.ca/publications/dm-md/d3/d3-4-2-eng.html</ref> | |||
</div> | |||
</div> | |||
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Crossing into the United States (CBP & ACE)</h2> | |||
<p>CBP requires ACE Truck Manifests to be submitted and accepted <strong>one hour before arrival</strong> at the border.<ref>CBP. "ACE Truck Manifest User Guide." https://www.cbp.gov/document/guidance/e-manifest-trucks-user-guide</ref></p> | |||
=== | <div class="bc-card"> | ||
<h3><span class="bc-step-circle">1</span> Standardize Your Data</h3> | |||
<p>To ensure smooth processing in ACE, your trip and equipment data must match exactly what the driver presents.</p> | |||
<div class="bc-cleanlist"> | |||
* <strong>Tractor/Trailer:</strong> Use accurate unit numbers and license plates. | |||
* <strong>Trip Reference:</strong> Create a unique trip number for every crossing (e.g., <code>SCAC + Date + Unit</code>). | |||
* <strong>Shipper/Consignee:</strong> Ensure names and addresses match the Bill of Lading exactly. | |||
</div> | |||
</div> | |||
<div class="bc-card" style="margin-top: 20px;"> | |||
<h3><span class="bc-step-circle">2</span> Coordinate with Broker (PAPS)</h3> | |||
<p>ACE is a dual-filing system. You file the <strong>Manifest</strong>, and the customs broker files the <strong>Entry</strong>.</p> | |||
<div class="bc-cleanlist"> | |||
* Provide the broker with your <strong>SCAC</strong> and <strong>PAPS Number</strong>. | |||
* Wait for the broker to file their entry. | |||
* In BorderConnect, look for the status <strong>"Complete Manifest and Entry Numbers on File"</strong> before sending the driver. | |||
</div> | |||
</div> | |||
= | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Setting Up BorderConnect</h2> | ||
<p>Before creating your first manifest, configure your account to save time later.</p> | |||
=== | <div class="bc-2col"> | ||
<div class="bc-card"> | |||
<h3>1. Register Carrier Codes</h3> | |||
Enter your codes so BorderConnect knows who is filing. | |||
<div class="bc-cleanlist"> | |||
* Go to <strong>Account β€ Company Settings</strong>. | |||
* Enter your <strong>Canadian Carrier Code</strong> (4 digits). | |||
* Enter your <strong>US SCAC Code</strong> (4 letters). | |||
* Click <strong>Save</strong>. | |||
</div> | |||
</div> | |||
* Passport | <div class="bc-card"> | ||
* | <h3>2. Create Profiles</h3> | ||
* | Pre-load your assets to make manifesting instant.<ref>BorderConnect. "BorderConnect Software User Guide." https://wiki.borderconnect.com/index.php/BorderConnect_Software_User_Guide</ref> | ||
<div class="bc-cleanlist"> | |||
* <strong>Drivers:</strong> Enter name, CDL, and FAST/Passport info. | |||
* <strong>Trucks:</strong> Enter Unit #, VIN, and Plate. | |||
* <strong>Trailers:</strong> Enter Unit # and Plate. | |||
</div> | |||
</div> | |||
</div> | |||
= | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Driver Documentation</h2> | ||
<div class="bc-card"> | |||
<h3>What the Driver Needs</h3> | |||
<div style="display: flex; flex-wrap: wrap; gap: 40px;"> | |||
== | <div style="flex: 1; min-width: 300px;"> | ||
<h4>πΊπΈ Entering USA (ACE)</h4> | |||
<div class="bc-cleanlist"> | |||
* <strong>ACE Cover Sheet:</strong> Optional but recommended. Can act as proof of filing. | |||
* <strong>PAPS Stickers:</strong> Placed on the invoice/BOL. | |||
* <strong>Passport/Visa:</strong> Valid WHTI-compliant document. | |||
</div> | |||
</div> | |||
= | <div style="flex: 1; min-width: 300px;"> | ||
<h4>π¨π¦ Entering Canada (ACI)</h4> | |||
<div class="bc-cleanlist"> | |||
* <strong>ACI Lead Sheet:</strong> <strong>Mandatory</strong>. Must contain a barcode of the CRN (Trip Number) or CCN (Cargo Control Number). | |||
* <strong>PARS Stickers:</strong> Placed on the invoice/BOL for broker clearance. | |||
</div> | |||
</div> | |||
</div> | |||
</div> | |||
== Next Steps in BorderConnect = | <div class="bc-card" style="margin-top: 30px;"> | ||
<h3>Next Steps in BorderConnect</h3> | |||
<div class="bc-cleanlist"> | |||
* [[Creating_and_Submitting_a_New_ACI_eManifest_(ACI_eManifest)|Create your first ACI eManifest (Canada)]] | |||
* [[Creating_and_Submitting_a_New_ACE_Manifest_(ACE_Manifest)|Create your first ACE Manifest (USA)]] | |||
* [[Generating_ACE_and_ACI_eManifest_Lead_Sheets_(CBP_and_CBSA)|How to print Driver Lead Sheets]] | |||
* [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]] | |||
</div> | |||
</div> | |||
{{AppPromo}} | |||
== References == | == References == | ||
<references/> | <references/> | ||
</div> [[Category:BorderConnect Software User Guide]] [[Category:Customs Compliance Guide]] | |||
Revision as of 17:39, 4 February 2026
|
π This article is part of the BorderConnect Software User Guide and the Customs Compliance Guide |
Getting Started with BorderConnect
A complete roadmap for highway carriers to become compliant, authorize BorderConnect, and successfully cross the border.
Overview
This guide walks highway carriers through every required step to become compliant and ready to submit electronic manifests using BorderConnect.
The end goal is simple: your manifests are accepted early, your drivers arrive prepared, and border delays are avoided.
Two Systems, One Goal
ACI eManifest is for shipments entering Canada (CBSA).
ACE Truck eManifest is for shipments entering the United States (CBP).
π Quick Readiness Checklist
| Country | Government System | What You Must Have Ready |
|---|---|---|
| Canada | CBSA + CARM Portal | Carrier Code, CARM Portal access, ACI authorization |
| United States | CBP ACE | SCAC Code, ACE Portal account (optional but recommended) |
Once these government requirements are met, you can begin using BorderConnect live.
Crossing into Canada (CBSA & ACI)
CBSA requires all highway commercial cargo data to be transmitted electronically and accepted at least one hour before arrival at the First Port of Arrival (FPOA).[1]
1 Obtain a Carrier Code
A Carrier Code is a four-character identifier required to transact with CBSA. You request this through the CARM Client Portal.
- Log in to the CARM Client Portal.
- Register your business and complete the Carrier Code application.
- Receive your assigned 4-character code (e.g., 8000).
Note: If you already have a carrier code, ensure it is linked to your CARM business account.
2 Authorize BorderConnect (Delegation of Authority)
For BorderConnect to transmit data on your behalf, you must grant access inside the CARM Client Portal.
- In the CARM Portal, navigate to Manage pending employees / third party requests.
- Approve the transaction request from BorderConnect (or your service provider).
- Assign the role of Business Management or Program Management to ensure full filing capabilities.
3 Meet the One-Hour Rule
ACI data (Manifest + Shipments) must be on file and accepted for one hour before the driver arrives.
Avoid Penalties: Failure to meet the one-hour window may result in AMPS penalties or refused entry.[2]
Crossing into the United States (CBP & ACE)
CBP requires ACE Truck Manifests to be submitted and accepted one hour before arrival at the border.[3]
1 Standardize Your Data
To ensure smooth processing in ACE, your trip and equipment data must match exactly what the driver presents.
- Tractor/Trailer: Use accurate unit numbers and license plates.
- Trip Reference: Create a unique trip number for every crossing (e.g.,
SCAC + Date + Unit). - Shipper/Consignee: Ensure names and addresses match the Bill of Lading exactly.
2 Coordinate with Broker (PAPS)
ACE is a dual-filing system. You file the Manifest, and the customs broker files the Entry.
- Provide the broker with your SCAC and PAPS Number.
- Wait for the broker to file their entry.
- In BorderConnect, look for the status "Complete Manifest and Entry Numbers on File" before sending the driver.
Setting Up BorderConnect
Before creating your first manifest, configure your account to save time later.
1. Register Carrier Codes
Enter your codes so BorderConnect knows who is filing.
- Go to Account β€ Company Settings.
- Enter your Canadian Carrier Code (4 digits).
- Enter your US SCAC Code (4 letters).
- Click Save.
2. Create Profiles
Pre-load your assets to make manifesting instant.[4]
- Drivers: Enter name, CDL, and FAST/Passport info.
- Trucks: Enter Unit #, VIN, and Plate.
- Trailers: Enter Unit # and Plate.
Driver Documentation
What the Driver Needs
πΊπΈ Entering USA (ACE)
- ACE Cover Sheet: Optional but recommended. Can act as proof of filing.
- PAPS Stickers: Placed on the invoice/BOL.
- Passport/Visa: Valid WHTI-compliant document.
π¨π¦ Entering Canada (ACI)
- ACI Lead Sheet: Mandatory. Must contain a barcode of the CRN (Trip Number) or CCN (Cargo Control Number).
- PARS Stickers: Placed on the invoice/BOL for broker clearance.
Next Steps in BorderConnect
References
- β CBSA. "Advance Commercial Information (ACI)/eManifest Highway." https://www.cbsa-asfc.gc.ca/prog/manif/eccrdhi-deccerout-eng.html
- β CBSA. "Memorandum D3-4-2: Highway pre-arrival and reporting requirements." https://www.cbsa-asfc.gc.ca/publications/dm-md/d3/d3-4-2-eng.html
- β CBP. "ACE Truck Manifest User Guide." https://www.cbp.gov/document/guidance/e-manifest-trucks-user-guide
- β BorderConnect. "BorderConnect Software User Guide." https://wiki.borderconnect.com/index.php/BorderConnect_Software_User_Guide