When you go live with CoreBridge, you’ll have two options for managing your customer records: you can either start fresh and add customers individually as needed, or import your existing customer base so everything is ready on day one. To make importing simple and accurate, CoreBridge provides a clear, step-by-step process you can follow from start to finish. This article outlines each stage so your customer information is brought into the system smoothly and correctly.
1. Export Customer List
Every customer that you would like to carry over into your live system will need their information exported into an Excel Spreadsheet.
2. Format Excel Spreadsheet
In order for your information to import correctly, the formatting in the Excel Spreadsheet needs to match this template:
CoreBridge Customer Import Template.
The values you enter in the following columns must exactly match the corresponding options in your CoreBridge system to ensure a successful import:
Salesperson Name
Default Location
Company Status
Company Origination
Company Industry
Pricing Tier
Payment Terms
Tax Group
Tax Exempt Reason
Note: Fields marked in red indicate required information in your live system. Columns and names need to be exact.
3. Set Import Defaults
Import Defaults allow you to decide how customer information should be handled when certain details are missing from the provided data. These settings will be automatically applied whenever that field is left blank, or if the answer provided does not match the option in CoreBridge. This helps ensure accuracy and consistency in your customer imports and ensured that every record is complete and ready to use.
Import Defaults can be managed in Settings / Data Management / Import Options. For more information on Import Defaults, please see Customer Import Options.
Note: Before going live, you only need to provide the default information for the Customer Import. The Order Import Defaults do not need to be completed at this stage.
4. Import Questionnaire
Your final step is to send in a Customer Import Questionnaire.
Note: Please expect a two week timeline for import after the questionnaire has been submitted.