Integrations
Upload first. Connect your systems later.
Drag the files you already have, or one ZIP, into your account, or send them by SFTP. The agent sorts them by type and tells you what is missing.
About 3 minutes on a sample file. Your email and name open it. We never ask for your ACE login or bank details.
- Your broker files†
- Read-only access
Day one: upload
What can you send on day one?
| You have | Send it as |
|---|---|
| Scanned or digital documents | PDF, TIFF, JPG or PNG |
| Spreadsheets and exports | XLSX, XLS or CSV |
| Text and word-processing files | TXT or DOCX |
| A folder of everything | One ZIP file |
ACE report exports
From your ACE Portal account, run your entry summary reports, export them, and upload the files.
If you filed CAPE
If you filed CAPE, upload your CAPE reports too, such as ES-022 and REV-615.[2] They let us check every entry for CAPE first.
Census AES export reports
Census provides your export filings (EEI) by EIN through its ACE Export Reports.[3] Run the reports and upload them.
What you need first
You need an ACE exporter account and a Certification of Authority, which Census vets first. If you already have an ACE import account, Census says you can see your AES trade reports.
Census may give the exporter, or its authorized agent, the EEI it filed, for compliance and audit purposes, and proof of export for drawback is one of the official uses of EEI (15 CFR 30.60).[4] We use your EEI only for your drawback claims.
From your broker
Ask your broker for 7501 data, entry packets and broker statements, and upload them.
If your broker sends records to us
If your broker sends records to us directly instead, it needs your written consent first.[5]
Catalog
Which systems can connect, and what works on day one?
Every system below works from day one, through files you export and upload. Direct connectors are built when a client or partner needs one.
Status labels
- Available:
- works from day one. No connector needed.
- Custom engagement:
- we can build it for you. How it works
Sealed runs take files through browser upload, which encrypts them before they leave your computer.
At launch, SFTP and connectors feed Standard runs only. A connector qualifies for Sealed only when it delivers files straight into a checked sealed machine.
Customs data
| System | What we use from it | Day one | Direct connection |
|---|---|---|---|
| ACE Portal (importer account) | Entry summary lines, duty by HTS including Chapter 99, liquidation status, CAPE and refund reports | Available: upload report exports | Not offered. CBP provides no third-party connection, and we never use your login[6] |
Broker systems
ERP and manufacturing
| System | What we use from it | Day one | Direct connection |
|---|---|---|---|
| SAP S/4HANA | Bills of materials, production orders, deliveries, billing documents, material movements | Available: export template | Custom engagement |
| Oracle NetSuite | Export invoices, item fulfillments, assemblies and bills of materials, inventory | Available: export template | Custom engagement: NetSuite REST and SuiteQL[9] |
| Microsoft Dynamics 365 Business Central | Items, sales invoices and shipments | Available: export template | Custom engagement: standard API; extra fields need a custom API[10] |
| Microsoft Dynamics 365 Finance and Operations | Items, sales invoices, shipments, production bills of materials | Available: export template | Custom engagement |
| Sage Intacct | Invoices and inventory | Available: CSV exports | Custom engagement: Sage Intacct REST API[11] |
| Infor, Epicor, other Sage editions, QuickBooks Enterprise | Invoices and inventory; bills of materials in manufacturing editions | Available: CSV exports | Custom engagement, after we validate the system's interface |
Export data
| System | What we use from it | Day one | Direct connection |
|---|---|---|---|
| Census ACE Export Reports (AES) | Your EEI by EIN: export date, Schedule B, quantity, value, destination, ITN | Available: upload report exports | Not needed: Census delivers the reports to you[3] |
| Forwarders and carriers | Bills of lading, air waybills, proof of delivery, EEI filed for you | Available: upload | Custom engagement only. We have not verified carrier interfaces, so we promise none |
| 3PL and warehouse systems | Shipping orders, ship notices, inventory | Available: CSV files over SFTP | Custom engagement: EDI files (856, 940, 945) over SFTP[12] |
E-commerce and returns
| System | What we use from it | Day one | Direct connection |
|---|---|---|---|
| Shopify | Orders and returns: line items, quantities, status | Available: export files | Custom engagement: read-only, with Shopify's returns-read permission[13] |
| Amazon (FBA) | Customer returns, removals, inventory ledger | Available: report downloads | Custom engagement: Amazon's report API. Its inventory ledger detail covers 18 months, so older history comes from your own archives[14] |
Storage, email and SFTP
| System | What we use from it | Day one | Direct connection |
|---|---|---|---|
| SFTP | Any batch file | Available: key-based SFTP drop | Not needed |
| Google Drive | Document archives | Available: upload | Custom engagement: one dedicated folder, read-only[15] |
| Microsoft SharePoint and OneDrive | Document archives | Available: upload | Custom engagement: one folder, read-only |
| Box | Document archives | Available: upload | Custom engagement: one folder you share, read-only[16] |
| Dropbox | Document archives | Available: upload | Custom engagement: app folder only[17] |
| Email (Microsoft 365 or Gmail) | 7501s, invoices and AES confirmations in a mailbox | Available: save attachments and upload | Custom engagement: read-only, one designated mailbox where the platform allows[18] |
Product names are trademarks of their owners. Listing a system means we can read its data. It does not mean its maker has reviewed, endorsed or partnered with us.
Get started
See the agent build a claim.
Run the demo on a sample file. About three minutes.
-
01
Upload one quarter.
Entry summaries, invoices and export records.
WhoYou
-
02
AI drafts your claim.
It ties each export to its import, to the cent.
WhoThe agent
-
03
Your broker files. CBP pays you.
The refund goes directly to your bank account.
WhoA licensed broker
Your email and name open the demo. We never ask for your ACE login or bank details.
Ready now? Start a claimCustom integrations
How does a custom integration work?
How long it takes
Storage folders and e-commerce returns are usually quickest. ERP connectors take longest: bills of materials and production records vary most between companies.
Step 1. Request.
YouTell us the system, the data you want us to read and roughly how many entries a year.
Step 2. Scope and quote.
UsWe agree in writing what we read, with which access, and how we test, then quote a fixed price and timeline before work starts.
Step 3. Grant read-only access.
YouYou create a service account or app permission with read-only access.
Step 4. Test.
UsWe build against a sample of your exports and compare the connector's output with your uploads for the same period. You approve the field mapping.
Step 5. Go live.
UsThe connector feeds new records. Uploads keep working, so nothing waits on the connector.
Access
What access do we need, and what will we never ask for?
- Read-only, and only what drawback needs: one storage folder, a read-only ERP service account, Shopify's returns-read permission or one mailbox where the platform allows.
- You can switch it off. Revoke any access from your own system at any time. We then delete the stored credential.
- Credentials kept apart. Connector credentials are stored encrypted in a secrets vault and never written to logs.
- SFTP with keys, not passwords.
- Never your ACE login or bank details. Not through an integration, and not any other way.
- Your broker's records, with your written consent. We collect it before any broker connection.[5]
- Your export data, for your claims. We use your EEI only for your drawback claims.
The access claim, and how to check it
| Claim | Backed by | How you check | Limits |
|---|---|---|---|
| Our connectors read only what drawback needs | The written scope for each connector | Your system's admin console shows the exact permissions granted | Some platforms cannot limit access to one mailbox or folder; the scope says so |
Waitlist
Tell us your systems
The service opens to importers after launch. Join the waitlist, and tell us which systems hold your records.