CoreBridge strives to make the customer import process as easy as possible. To help achieve this, we have outlined these basics of what to expect during this time of transition as you move from Resource to CoreBridge.
Note: While your system is "Down for Maintenance" due to the import occurring, your Customer Portal direct links will not be accessible to customers for proof approval or payments. Once the system is back up, they will be accessible again.
Table of Contents
Imported Orders
You may notice a few differences in the appearance of Orders that have been imported into CoreBridge.
a. Imported Orders will show the prefix as set in My Business / Locations / Location Details / Record Prefixes or will use the default IMP.
b. Order Descriptions will include both the Resource Invoice Number and the Customer Name.
c. The Salesperson will be labeled as House Account.
d. Imported Orders can not be Cloned or Unlocked.
e. Line Item Description from Resource will show in the Line Item Name field.
f. Only Orders that are Closed "Done" in Resource will be imported. Their Order Status will be set as Closed.
Note: Done with Refund, Refund, and Hold records are not imported. Any open estimates or orders will need to be recreated in CoreBridge.
g. All Payments for imported Orders will be listed as Import Payment and utilize Imported Deposit Account.
h. Order Totals may vary slightly due to the way Order Totals round in Resource compared to how Order Totals round in CoreBridge.
Note: For more information on Rounding in CoreBridge please see CoreBridge Financial Rounding.
i. All Taxes on imported Orders will be listed as Import Tax and utilize a Tax Group setting of Import Tax Group.
j. All Milestone Dates will be the same based on the last date recorded in Resource.
Note: Order Milestones will include Create Date, Invoiced Date and Closed Date.
k. Imported Orders will show only one Line Item.
l. Once opened, individual Resource Line Items will show as 1.1; 1.2; etc.
m. All individual Line Items will show as Resource (WeSpeak) Import as the Assembly Name.
n. The first Line Item includes the description from Resource.
o. Order Level Notes from Resource will show under the Order Notes tab.
Customer Information
All of your Customers and their information will have already been imported into your new CoreBridge system.
a. Company Origination will be set as Import.
Note: This can be updated at any time in Sales / Customers / Companies under the Company Details tab.
Financial Information
Financial information from before your import can still be accessed. This can be done in Settings / Reports & Documents / Report Templates, then selecting the specific report you are interested in.
a. In order to access the information from before the import, the Account Date Range should be set to Custom.
b. The import to CoreBridge occurred January of 2024, so the date range would need to be set in 2023 in order for the system to see the import information.
c. Historical information from before the import will become as Import, then the GL Account Name.
Note: Other financial information from before the import can be accessed in a similar way utilizing reports. You can expect to see:
- Historical Income will become Import Income.
- Income for Imported Orders will be Import Income.
- Costs for Imported Orders will be Import COGS.
- Historical Taxes will be Import Taxes.