--- title: Manage Imports slug: manage-imports docTags: createdAt: 2024-11-15T20:00:09.370Z --- :::hint{type="warning"} Our platform allows users to upload their imports' data before uploading their suppliers. However, you can also upload your suppliers’ data first and then your imports. ⚠️ Please note that suppliers’ data must be added first if imports are entered manually. ::: # Add Imports Manually :::::WorkflowBlock :::WorkflowBlockItem Go to **Imports** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/tn4wWb7yY0y2jaxxOXlMg_image.png) ::: :::WorkflowBlockItem Click **New Import** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/oPUyniS45sVQnlO2Wq_KR_image.png) ::: :::WorkflowBlockItem Add a **Consignment/Import ID** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/AL7hTULGnfTkUrdjm6uUs_image.png) ::: ::::WorkflowBlockItem Specify the **Clearance Date** :::hint{type="info"} For deciding at what date a CBAM good was imported, the "**release to the market**" (i.e., the clearance by the customs authorities) is the reference. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/ZBkLBKMOp3GGgTcqvQJNk_image.png) :::: ::::WorkflowBlockItem Click **Add Content **to include the first CBAM good in the consignment :::hint{type="info"} **What is a consignment?** A single consignment means products that are either: (a) Sent simultaneously from one exporter to one consignee; or (b) Covered by a single transport document covering their shipment from the exporter to the consignee or, in the absence of such document, by a single invoice ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/ftATcz0nw3dAoj3oMjcid_image.png) :::: ::::WorkflowBlockItem Select your **Role** :::hint{type="info"} If you act as an [Indirect Customs Representative](docId\:KtDNRSdXOSsI5iPd6pLtf), select **Representative**. Otherwise, select **Importer**. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/RLud0R8_M1YuVin3GyGca_image.png) :::: :::WorkflowBlockItem Select **Supplier** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/z28t0j707oAiu6wa7a0sh_image.png) ::: ::::WorkflowBlockItem Select **Installation** :::hint{type="info"} Only installations linked to the chosen Supplier will appear in the dropdown. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/_Zb42uuZ9FbC1cg4kDcB1_image.png) :::: ::::WorkflowBlockItem Search and select the imported CBAM good :::hint{type="info"} When you select the CBAM good, its emission values will be displayed below. If actual emissions data for the selected CBAM good, linked to the chosen supplier and installation, has been entered, those values will appear. Otherwise, default emission values will be automatically applied. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/KfROmrHzquV3QYF97E975_image.png) :::: ::::WorkflowBlockItem Enter the **Net Mass** imported of the selected CBAM good :::hint{type="info"} You can enter the net mass in tonnes or kilograms. If entered in kilograms, it will automatically convert to tonnes upon saving. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/8ePM6CtPzoZ2GS0px9yLs_image.png) :::: ::::WorkflowBlockItem Enter the value of the CBAM good (in EUR) :::hint{type="warning"} It is **crucial **to input the nominal value, i.e., the customs value declared for the selected good, as this directly impacts your CBAM Report due to the **de minimis exemption**. This exemption applies to consignments where the total intrinsic value of the CBAM goods does not exceed **EUR 150**. **WARNING:** If this threshold is not met, the CBAM goods within the consignment will **automatically be excluded **from your generated CBAM Report. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/z65ZFigV09rf27BYxNaWF_image.png) :::: :::WorkflowBlockItem Enter **Customs Information** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/5BxRAWo0Gk5RpdEBpvqU-_image.png) ::: :::WorkflowBlockItem Click **Save **to add the CBAM good to the consignment ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/1dfuZ2Xhz3E633-5XaEJr_image.png) ::: :::WorkflowBlockItem If applicable, click **Add Content **to include an additional CBAM good in the same consignment ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/7aXVjgXR8PLBB_Q35Lnep_image.png) ::: :::WorkflowBlockItem Click **Save **to add the consignment ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/0TZMWD_BkJSN8Vo27rg9H_image.png) ::: ::::: # Upload Imports Data ## Upload Imports Without Suppliers' Data :::hint{type="info"} Our software allows you to upload imports' data first, even before adding your suppliers' or installations' data. ::: :::::WorkflowBlock :::WorkflowBlockItem Click **Upload** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/6ragizz_PHf992vYtNv3d_image.png) ::: :::WorkflowBlockItem Click **Select file **or drag your Excel file into the upload area ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/td3LdBP7Ur9ORoNsJzKP9_image.png) ::: :::WorkflowBlockItem Select the sheet with the imports' data and click **Next** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/3pZ76gHcban0SwiCwcjAY_image.png) ::: :::WorkflowBlockItem View the Excel Information and Select the Header Row ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/v0ZutqNQsVF0uh_0gPa9p_image.png) ::: ::::WorkflowBlockItem Remove the** Installation ID** column :::hint{type="warning"} Note that since no supplier or installation data has been added to the system yet, you need to remove the installation ID column and keep only the Supplier ID. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/GMH4YDcbbV0WnJ4mhxR8c_image.png) :::: ::::WorkflowBlockItem Match the remaining columns from your Excel file to the platform fields, then click **Next** :::hint{type="info"} If a column doesn’t match automatically, click the dropdown and choose the correct field for that column. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/UxL1Px9Y9MjS7BdZjcU5u_image.png) :::: :::WorkflowBlockItem After clicking **Next**, a message will appear indicating the number of rows with non-CBAM CN codes that were excluded ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/Weapes068EXYUVOsEYh0u_image.png) ::: :::WorkflowBlockItem Validate your data and click **Confirm** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/OZYNgvxvohbMzJvnr7NxH_image.png) ::: :::WorkflowBlockItem You can now view the uploaded imports' data directly from the platform ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/BbQipBoaVAnnQP39MTn2Z_image.png) ::: ::::WorkflowBlockItem Go to **Suppliers **page :::hint{type="info"} Your Suppliers page will now display the suppliers with the IDs you used during the upload. The supplier names will initially match the IDs, but you can edit them by clicking on the corresponding row. A panel in the top-right corner of the screen tracks which data points for suppliers are still missing. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/B9fhX_WN-3PrkMUN_I3rx_image.png) :::: ::::: ## Upload Imports After Adding Suppliers' Data :::hint{type="info"} Below, we show an example of how to upload imports' data after the suppliers' data has been added. ::: :::::WorkflowBlock :::WorkflowBlockItem Click **Upload** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/KhvC2-RtbuGEGbkMglE3T_image.png) ::: :::WorkflowBlockItem Click **Select file **or drag your Excel file into the upload area ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/vdr3WvHTnl9izYHQU7Ohk_image.png) ::: :::WorkflowBlockItem Select the sheet with the imports' data and click **Next** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/bF593rguv-Xqwz0SdvwqW_image.png) ::: :::WorkflowBlockItem View the Excel Information and Select the Header Row ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/1-YD_HQwyZMeONsQ6MBRW_image.png) ::: ::::WorkflowBlockItem Match the columns from your Excel file to the platform fields and click **Next** :::hint{type="info"} If a column doesn’t match automatically, click the dropdown and choose the correct field for that column. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/-lmN12IAA1JugKW71oE1y_image.png) :::: :::WorkflowBlockItem After clicking **Next**, a message will appear indicating the number of rows with non-CBAM CN codes that were excluded ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/r3dxyh-hN9d6wHpG5n3U9_image.png) ::: :::WorkflowBlockItem Validate your data and click **Confirm** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/9HCQfSoMhCkPRo5aMsxp5_image.png) ::: :::WorkflowBlockItem You can now manage the uploaded imports' data directly from the platform ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/C4i_rgI1JA_0yQ3sFofQX_image.png) ::: ::::: # Prepare your Excel File for Data Uploads :::hint{type="info"} To simplify the data upload process, we have created an Excel template for you to complete and upload your data directly to the platform. You can download this template directly from [here](docId\:GWQeqPxOvh1V0EDkL7HXi). If you encounter any issues downloading the template, contact us at **support\@carbonglance.com** and we'll send it to you. ::: You need to provide the following information: - **Consignment** **ID:** Use a unique identifier for each consignment. This can be the ID from the single transport document, invoice, or purchase order. Alternatively, you can create new IDs, provided each one is unique to a consignment - **EORI/ID Number** :::hint{type="warning"} This field is relevant only if you are acting as an **Indirect Customs Representative**. For each row, use the EORI/ID Number entered in the platform for the corresponding represented company. ::: - **Customs Clearance Date ** :::hint{type="info"} For deciding at what date a CBAM good was imported, the "release to the market" (i.e., the clearance by the customs authorities) is the reference. ::: - **CN Code**: Enter the CN Code without spaces between the digits :::hint{type="warning"} **You can include CN Codes for both CBAM and non-CBAM goods.** The platform will automatically exclude rows containing CN Codes that do not correspond to CBAM goods. ::: - **Quantity**: Enter the mass imported of the CBAM Good - **Measurement Unit**: Enter the quantity in either kilograms (kg) or tonnes; all entries will be automatically converted to tonnes - **Value of Goods**: Ensure you input the nominal value (customs value declared for the CBAM good). Consignments valued at EUR 150 or less are exempt and will be excluded from your CBAM Report - **Installation ID**: Use the same ID you assigned to the installation when you entered or uploaded its information to specify where the imported CBAM good was produced - **Supplier ID**: Use the same ID you assigned to the supplier when you entered or uploaded their information to specify from which supplier the imported CBAM good was purchased :::hint{type="warning"} Remember, for your connected suppliers, you must also enter their ID and use that same ID for uploading your imports' data. ::: - **Procedure Code**: The Customs Requested Procedure :::hint{type="info"} You will find all the applicable customs codes in the Excel template. ::: - **(If applicable) Previous Procedure Code**: The Customs Previous Procedure :::hint{type="info"} You will find all the applicable odes in the Excel template. ::: - **Area of Import**: This refers to the area where the CBAM good was imported. The two possible values are: - EU by means of Customs import declaration (EU) - EU by other means (EUOTH) :::hint{type="warning"} **For decimals**, you can use either **dots (.)** or **commas (,)** **IMPORTANT: Do not use (.) as thousand separator **since the platform will interpret it as a decimal, leading to incorrect values when the data is uploaded! ::: **Example:** | Consignment ID | Customs Clearance Date | CN Code | Quantity | Measurement Unit | Cost (Euros) | Installation ID | Supplier ID | Procedure Code | Previous Procedure Code | Area of Import | | -------------- | ---------------------- | -------- | -------- | ---------------- | ------------ | --------------- | ----------- | -------------- | ----------------------- | -------------- | | 1001 | 2024-04-03 | 72092710 | 6,5 | Tonnes | 6500 | 1 | 1 | 40 | 45 | EU | | 1001 | 2024-06-03 | 72092710 | 8,5 | Tonnes | 8500 | 2 | 2 | 40 | 45 | EU | | 1001 | 2024-05-03 | 72099080 | 12 | Tonnes | 12000 | 3 | 3 | 40 | 45 | EU | | 2002 | 2024-04-14 | 72091891 | 4,25 | Tonnes | 4250 | 3 | 3 | 40 | 45 | EU | | 2002 | 2024-05-14 | 72011011 | 5,5 | Tonnes | 5500 | 4 | 2 | 40 | 45 | EU | ## Errors in Uploads :::hint{type="warning"} The uploading tool will display an error message if a row is incorrect, highlighting it so users can easily identify where the upload is failing. ::: :::::WorkflowBlock :::WorkflowBlockItem The row with the error will be highlighted ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/4yNFGCC8xrGZ-g-QUdoVp_screenshot-2025-09-11-at-123857.png) ::: :::WorkflowBlockItem By hovering over the row, the cause of the error will be displayed **Example 1**: Uploading Consignment/Import IDs That Already Exist ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/XSXRghYvoHHZqRcXhisOg_screenshot-2025-09-11-at-123923.png) **Example 2**: Uploading imports without suppliers without removing the installation IDs ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/E5rnqsi7GkRCMxhQ120KC_image.png) ::: ::::WorkflowBlockItem Correct the errors :::hint{type="info"} You can correct errors directly in the upload tool by editing each cell, or by updating the Excel file and reuploading it. The system will not allow the upload if there are rows with errors. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/DCyZXDMCs1AOYniFwgkId_image.png) :::: ::::: # View Imports :::hint{type="info"} The panel at the top right displays the total tonnes imported and indicates whether the new 50-tonne threshold has been exceeded. To view the total tonnes imported for a specific period, product, or supplier, use the [filters](docId\:WnaKZ9IPqYHjIUEJVjjlK), and the panel will update to show the corresponding value. To reset it simply remove the filter. ::: :::::WorkflowBlock ::::WorkflowBlockItem Click on the row to view a consignment's contents :::hint{type="info"} For each CBAM good in the consignment, you will be able to see if default values or actual data are being used. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/h3V9eOr1A94-dBwGS7Tvk_image.png) :::: :::WorkflowBlockItem Click the eye icon or the row to view all details ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/25KHX64vhGwnXdtv6YCw2_image.png) ::: :::WorkflowBlockItem Click the **X** icon to go back ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/g6V0IMUfsxeLyqVFRcf-M_image.png) ::: :::WorkflowBlockItem Click on *Imports* in the **breadcrumb** to view all imports again ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/cZ_06hne5emes_YlsR0er_image.png) ::: ::::: # Edit Imports ::::WorkflowBlock :::WorkflowBlockItem Click on the specific row to **edit** a consignment ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/h3V9eOr1A94-dBwGS7Tvk_image.png) ::: :::WorkflowBlockItem Click **Edit** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/MJbS85LNKzwO3ZBVMyaUh_image.png) ::: :::WorkflowBlockItem Make your edits ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/04Ta-UXon8vCqRZj6JpGp_image.png) ::: :::WorkflowBlockItem Click **Save **to edit the consignment ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/0xrpQZncMR5shztSYGRW5_image.png) ::: :::: # Delete Imports :::::WorkflowBlock :::WorkflowBlockItem Click on the specific row to **delete** a consignment ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/h3V9eOr1A94-dBwGS7Tvk_image.png) ::: ::::WorkflowBlockItem Click **Confirm** to delete the consignment :::hint{type="warning"} Be aware that this action will **permanently** delete the entire consignment! ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/wL42LlEc4JkigrhcHY-TG_image.png) :::: ::::: # Filter Imports Data :::hint{type="info"} You can filter the data using the column filter or the filter button. ::: ## Add Filters ::::WorkflowBlock :::WorkflowBlockItem Click the filter icon in the relevant column ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/nWxyLuVkFPhTrDT5RrM-j_image.png) ::: :::WorkflowBlockItem Add the filter ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/q6PYkUshlrfYMGuUostwQ_image.png) ::: :::WorkflowBlockItem View the filtered data ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/HxKqKDMsj4w6tQw2gpuZ0_image.png) ::: :::: ## Save Filters :::hint{type="info"} You can save your filters to use at a later stage without reapplying them. ::: :::::WorkflowBlock :::WorkflowBlockItem Click **Save** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/SiqZmbE69HxwLx5s0otKq_image.png) ::: :::WorkflowBlockItem Name the filter ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/41QfhJ_4-TP5JbvcymNIq_image.png) ::: :::WorkflowBlockItem Click **Save Preset** ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/fYHs4XYjGWBEAtoyeZLcx_image.png) ::: ::::WorkflowBlockItem View the saved filter :::hint{type="info"} Once the filter is saved, it will appear at the top-left of the table, and you can select it anytime to reapply it. ::: ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/6GPl_4OUJfrepfo2ha8cC_image.png) ![](https://api.archbee.com/api/optimize/x8OHL8j_3t12U2ealHN0O/ViYS8i4sbR14MK3TMST5v_image.png) :::: :::::