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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''' 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.]
[[File:File-import-wizard-home-screen.jpg|thumb|400px|right|File Import Wizard Home Page]]


== Getting Started ==
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. 


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.
Instead of manually creating records one by one, the Import Wizard supports bulk uploads for:


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.
* Shippers and consignees 
* Shipments
* Drivers and passengers 
* Trucks, trailers, and vehicles 


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


== Supported File Types ==
For assistance with file uploads or troubleshooting, contact BorderConnect’s [https://www.borderconnect.com/contact 24/7 technical support].


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


*.csv
The File Import Wizard is available to all BorderConnect users and can be opened from multiple locations:
*.xlsx
*.xls
*.xml
*.numbers


== Acceptable Import Data ==
{| class="wikitable"
! Location
! How to Access
|-
| 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.''
 
== Supported File Formats ==
 
The Import Wizard accepts commonly used spreadsheet and data formats:


{| class="wikitable"
{| class="wikitable"
! Supported File Types
|-
|-
! Data !! Information Imported
| .csv
|-
|-
| ACE Consignees || ACE consignee name, contact information and address.  
| .xlsx
|-
|-
| ACE Shippers || ACE shipper name, contact information and address.
| .xls
|-
|-
| ACE Shipments || ACE shipment type, shipment control number, trip lead sheet, shipper and consignee information, commodity details.
| .xml
|-
|-
| ACI Consignees || ACI consignee name, contact information and address.
| .numbers
|}
 
== Data Types You Can Import ==
 
{| class="wikitable"
! Data Category
! Information Included
|-
|-
| ACI Shippers || ACI shipper name, contact information and address.
| ACE Shippers
| Name, contact details, address
|-
|-
| ACI Shipments || ACI shipment type, cargo control number, port of entry, release office, sub location (if applicable), estimated arrival date/time, commodity details.
| ACE Consignees
| Name, contact details, address
|-
|-
| Drivers || Driver name, travel document information, notification details.
| ACE Shipments
| Shipment type, control number, trip sheet, shipper and consignee, commodities
|-
|-
| Passengers || Passenger name, travel document information and FAST and/or ACE information.
| ACI Shippers
| Name, contact details, address
|-
|-
| Trailers || Trailer unit number, trailer type, licence plate information.
| ACI Consignees
| Name, contact details, address
|-
|-
| Vehicles || Vehicle unit number, vehicle type, vehicle licence plate information, VIN.
| 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
|}
|}


== How to Import a File ==
== Import Process Overview ==


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.
The Import Wizard guides users through three clear stages:


==='''Part 1: Upload'''===
{| class="wikitable"
! 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 ==


[[File:Select-data-type-import-wizard.jpg|800px]]
[[File:Select-data-type-import-wizard.jpg|800px]]
Choose the type of data you are importing, then either:
* Click '''Upload a File''' 
* Drag and drop your file into the upload area 


[[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.
Once uploaded, click '''Next''' to proceed to mapping.


==='''Part 2: Mapping'''===
== Step 2 Mapping Your Data ==


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 mapping screen connects your file’s column headers with BorderConnect’s required data fields.


[[File:Mapping-page-importer-wizard.jpg|800px]]
[[File:Mapping-page-importer-wizard.jpg|800px]]


The Map page is split into three separate sections:
The page is divided into:
 
=== Completed Mappings ===
Fields that are properly matched and ready to import. 
Options allow you to duplicate, ignore, or split incoming data as needed.


*'''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 ===
Fields requiring attention due to missing or incompatible formats.


*'''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.
=== Ignored Fields ===
Columns intentionally excluded from the import.


*'''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 all required fields are properly mapped, click '''Next'''.


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.
== Step 3 Validating Imported Data ==


==='''Part 3: Validate'''===
The validation page allows full review and editing before final submission.


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


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.
You can:


[[File:Validate-page-import-wizard.jpg|800px]]
* Correct formatting errors 
* Add or remove rows and columns 
* Edit individual values directly 
* Review flagged issues 


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.
After confirming accuracy, click '''Finish Import'''.


[[File:Successful-import.jpg]]
[[File:Successful-import.jpg]]


== Reviewing and Managing Imported Files ==
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 


[[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.
== Best Practices ==


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.
* 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 


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.
== 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]]

Revision as of 17:12, 28 January 2026

🔖 This article is part of the BorderConnect Software User Guide

This article contains software features actively in development. Content is subject to change.
Error creating thumbnail: /bin/bash: line 1: /usr/bin/convert: No such file or directory Error code: 127
File Import Wizard Home Page

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.

Instead of manually creating records one by one, the Import Wizard supports bulk uploads for:

  • Shippers and consignees
  • Shipments
  • Drivers and passengers
  • Trucks, trailers, and vehicles

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

For assistance with file uploads or troubleshooting, contact BorderConnect’s 24/7 technical support.

Accessing the Import Wizard

The File Import Wizard is available to all BorderConnect users and can be opened from multiple locations:

Location How to Access
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.

Supported File Formats

The Import Wizard accepts commonly used spreadsheet and data formats:

Supported File Types
.csv
.xlsx
.xls
.xml
.numbers

Data Types You Can Import

Data Category Information Included
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

The Import Wizard guides users through three clear stages:

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

Choose the type of data you are importing, then either:

  • Click Upload a File
  • Drag and drop your file into the upload area

Once uploaded, click Next to proceed to mapping.

Step 2 Mapping Your Data

The mapping screen connects your file’s column headers with BorderConnect’s required data fields.

The page is divided into:

Completed Mappings

Fields that are properly matched and ready to import. Options allow you to duplicate, ignore, or split incoming data as needed.

Incomplete Mappings

Fields requiring attention due to missing or incompatible formats.

Ignored Fields

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.

You can:

  • Correct formatting errors
  • Add or remove rows and columns
  • Edit individual values directly
  • Review flagged issues

After confirming accuracy, click Finish Import.

A confirmation message appears with a unique Import Reference ID.

Reviewing Imported Files

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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.

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