Profiles

The SmartBorder Profile Editor is used to create/edit/manage your SmartBorder client profile information. This data will provide valuable time savings when creating your security filings.

The Profile screen is used to enter data to be saved in a client profile. This information will pull into your ISF files when the client profile is selected.

Field/Button	Description
Parent	Choose the parent of this client/importer profile. This is used for SmartBorder accounts with multiple shippers/clients, where a parent profile is assigned to each client/profile. For your direct clients/importers, you'll leave your parent profile (defaults) as the parent.
Profile Team	Choose the profile/team if applicable. Choose N/A if not applicable.
Customer #	Enter the customer number for this client profile. This is generally the unique client number assigned by your company.
Name	Enter the full text name of this client profile. This will be used when selecting your importer in the ISF screen.
Tax ID	Enter the tax ID/ importer of record number of the ISF Importer. The ISF importer is the goods’ “owner, purchaser, consignee, or agent such as a licensed customs broker” You must also choose the importer number qualifier from the pick-list.
Foreign Tax ID	Enter the foreign tax ID if applicable.
DUNS	Enter the DUNS number if applicable.
On Review	Check this box to indicate that this client/importer's shipments are subject to review.
Enabled	Check this box to indicate that this profile is enabled. This box must be checked to enable the profile for use in ISF transactions.
Deleted	Check this box to delete this profile. Once this box is checked, this profile will no longer appear on your grid or for selection/use in ISF transactions. You must click the "Show Deleted Profiles" button to display deleted profiles in the grid listing.
Addresses	Enter addresses associated with this client profile.
Aliases	Enter any aliases that are used by this client. ISFs can be prepared under alias names if necessary.
Contacts	Enter the contact information for any contacts associated with this client profile.
POA	Enter the power of attorney information for this client.
Notes	Enter any notes associated with this client profile.

Notify parties can be entered at the profile level. These parties will be notified of CBP responses on all ISF transactions for this importer profile.

ISF shipment templates can be entered at the profile level as well. These templates will be available for selection on all ISF transactions for this importer profile.

Option/Function	Description
New	Click to create a new SmartBorder ISF client profile. This will open a blank ISF profile screen.
Search	Click to search for an existing ISF client profile. This will open a search window above the ISF profile grid. You can use this to search by a variety of data elements.

Option/Function	Description
Edit Flags	Click to open the Profile Flag Editor, which will allow you to change the status of the listed profiles. This is used to perform the delete/disable/enable profile function on multiple profiles simultaneously.
Parties	Click to open the parties of the selected importer profile. This will open the party picker displaying all of the parties for the selected profile.
Products	Click to open the product listing for the current/selected profile. This will open the product picker, which allows you to edit/manage the products associated with this profile.
Teams*	Click to open the teams associated with this importer profile.
Show Deleted Profiles	Click this button to show deleted profiles in the current grid listing. Deleted profiles are omitted from the profile grid, unless this option is selected. This is the only way to search for/access a deleted profile.