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Product · Client portal

Your clients see their side. Only their side.

Importers upload, track and download without ever seeing the brokerage's internals.

The importer portal home: what needs attention, shipments in progress, files sent
See it move

The importer's side, in forty seconds.

What needs attention, every shipment's standing with CBP, a file sent and its corrections, and the records to download.

Watch the tour 0:42

Client files → entries

A spreadsheet from the importer becomes a draft entry without re-keying.

Importers send shipment files through the portal. The desk maps columns once, sees the first rows exactly as they will be read, screens them, and converts a clean file into draft entries — no re-keying.

  • Column mapping with a live preview of the first rows
  • Screening with row-level corrections sent back to the importer
  • One click from a passed file to draft entries
Entry writerLicensed brokerImporter
Client files → entries in Declarly — A spreadsheet from the importer becomes a draft entry without re-keying.
Importer portal

Your clients see their shipments, their files and their invoices — and nothing of yours.

A separate portal for importers: what needs their attention, where every shipment is, files they have sent and their corrections, downloads of their own records. The boundary is enforced by tests, not by convention.

  • Needs-your-attention list in the importer's words
  • Shipment tracking with CBP status
  • Downloads of shipments and files as spreadsheets
ImporterTracking
Importer portal in Declarly, dark theme — Your clients see their shipments, their files and their invoices — and nothing of yours.
What the importer does

Three jobs, three screens, no email chain.

The portal is written in the importer's language, not the desk's. Each screen does one job.

A person reading a tablet in a glass-walled office inside a warehouse, racks of pallets behind
The importer portal upload screen for sending a shipment file

Send a file

A shipment spreadsheet goes in through the portal. If a row needs fixing, the correction comes back in the importer's words, row by row.

The importer portal shipments list with CBP status per shipment

Track every shipment

Where each shipment is and what CBP said, without a phone call to the desk.

The importer portal downloads screen with shipments and files as spreadsheets

Download your records

Shipments and files as spreadsheets, for the importer's own books.

The boundary

Enforced by tests, not by convention.

Every endpoint an importer can reach is diffed against a written list by an automated test. What crosses the line is decided once and checked on every release.

Two people reading a printout beside an open laptop in an aisle of stacked cartons
The importer sees
  • What needs their attention, in their words
  • Where every shipment is, and CBP's status
  • The files they sent and the corrections asked for
  • Their own invoices and downloads
The importer never sees
  • The brokerage's internal notes
  • Ten-digit HTS classifications
  • Other importers' shipments
  • The desk's wallet, rates or people
The importer portal shipments list in the dark theme, with CBP status per shipment

Open the portal as an importer.

The demo lets you sit in the importer's seat as well as the broker's. See exactly what your clients would see.