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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* Correct errors or outdated entries 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.
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<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}}
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<h3>Recommended Maintenance Workflow</h3>
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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]]
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