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ACE Shipment CSV Upload Feature (ACE Manifest): Difference between revisions
ACE Shipment CSV Upload Feature (ACE Manifest) (view source)
Revision as of 15:21, 6 June 2023
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(Created page with "{{#ev:youtube|bWwYYqaVZ0k|960|center|How to import shipments into an ACE eManifest.}} This guide provides '''instructions on how to upload a large volume of shipments into an ACE Manifest''', using BorderConnect's CSV upload feature in an [https://www.borderconnect.com/ace-e-manifest/index.htm ACE Manifest]. The CSV upload feature is designed for users who have a significant amount of shipments on a single trip and would like to avoid entering data separately for each s...") |
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{{note|This article is part of the [[ACE_Manifest_Software_User_Guide_(CBP)|BorderConnect ACE Manifest Guide]] and the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}} | |||
{{#ev:youtube|bWwYYqaVZ0k|960|center|How to import shipments into an ACE eManifest.}} | {{#ev:youtube|bWwYYqaVZ0k|960|center|How to import shipments into an ACE eManifest.}} | ||
This guide provides '''instructions on how to upload a large volume of shipments into an ACE Manifest''', using BorderConnect's CSV upload feature in an [https://www.borderconnect.com/ace-e-manifest/index.htm ACE Manifest]. The CSV upload feature is designed for users who have a significant amount of shipments on a single trip and would like to avoid entering data separately for each shipment. A common use case in ACE is used for Section 321 shipments. | [[File:Company-pref.jpg|thumb|360px|right|Selecting Company Settings from the Account menu]]This guide provides '''instructions on how to upload a large volume of shipments into an ACE Manifest''', using BorderConnect's CSV upload feature in an [https://www.borderconnect.com/ace-e-manifest/index.htm ACE Manifest]. The CSV upload feature is designed for users who have a significant amount of shipments on a single trip and would like to avoid entering data separately for each shipment. A common use case in ACE is used for Section 321 shipments. | ||
== Enabling Import Buttons == | == Enabling Import Buttons == | ||
The first step is to enable the ability to upload shipments. By default, companies will have this option disabled. To enable this option, once logged into BorderConnect, navigate to the top right corner and hover over the menu option '''Account''', and select '''Company Settings'''. | The first step is to enable the ability to upload shipments. By default, companies will have this option disabled. To enable this option, once logged into BorderConnect, navigate to the top right corner and hover over the menu option '''Account''', and select '''Company Settings'''. | ||
Within the '''Company Settings''' page navigate down to '''Display ACE Import Buttons''' under the section '''eManifest Preferences'''. Once the option is selected to 'Yes', click 'Save' on the top left and your company has now enabled the ability to upload shipments. | Within the '''Company Settings''' page navigate down to '''Display ACE Import Buttons''' under the section '''eManifest Preferences'''. Once the option is selected to 'Yes', click 'Save' on the top left and your company has now enabled the ability to upload shipments. | ||
== CSV File Format == | == CSV File Format == | ||
Before uploading your .csv file, you will need to download the .csv template file that [https://www.borderconnect.com/dist/ace-shipment-csv-template.csv BorderConnect provides here]. The headers in this file must remain intact and un-modified as they are required for the upload to be successful. | [[File:Display-ace-import.png|360px|thumb|right|Enabling ACE import buttons from Company Settings]]Before uploading your .csv file, you will need to download the .csv template file that [https://www.borderconnect.com/dist/ace-shipment-csv-template.csv BorderConnect provides here]. The headers in this file must remain intact and un-modified as they are required for the upload to be successful. | ||
When saving your file, you will need to make sure that it is saved in CSV format, even if you are using a spreadsheet program to edit the file. Only CSV file format can be used for this feature. | When saving your file, you will need to make sure that it is saved in CSV format, even if you are using a spreadsheet program to edit the file. Only CSV file format can be used for this feature. | ||
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Once you have the CSV file populated with data in the correct format and your company has enabled the ACE shipment import buttons, you can then import the shipments.<br><br> | Once you have the CSV file populated with data in the correct format and your company has enabled the ACE shipment import buttons, you can then import the shipments.<br><br> | ||
To import the CSV file you must first start a new ACE Manifest or edit an existing ACE Manifest. Then, click the button "Choose File" to navigate locally and select the .csv file you would like to upload. Once the file is selected, click 'Save' on the top left. You will be brought to the ACE Manifest details page where a notice will let you know if the upload was successful, and/or if any errors in the import were found. | To import the CSV file you must first start a new ACE Manifest or edit an existing ACE Manifest. Then, click the button "Choose File" to navigate locally and select the .csv file you would like to upload. Once the file is selected, click 'Save' on the top left. You will be brought to the ACE Manifest details page where a notice will let you know if the upload was successful, and/or if any errors in the import were found. | ||
Next to the import button you will see that this button is for JSON files, but CSV files will also be accepted. | Next to the import button you will see that this button is for JSON files, but CSV files will also be accepted. | ||
[[File:Ace-upload-shipments.png|800px]] | [[File:Ace-upload-shipments.png|800px]] | ||
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== Common Import Errors == | == Common Import Errors == | ||
Listed below are some of the common errors users receive when trying to upload their .csv file into BorderConnect. | Listed below are some of the common errors users receive when trying to upload their .csv file into BorderConnect. | ||
'''Shipment Control Number Errors''' | '''Shipment Control Number Errors''' | ||
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[[Category:ACE Manifest Guide]] | [[Category:ACE Manifest Guide]] | ||
[[Category:BorderConnect Software User Guide]] | |||