Going Live is the transition to using CoreBridge live in your business. This means all new Estimates, Orders, Payments, etc. will be entered directly into CoreBridge. Before you proceed to this phase, it is recommended that you first meet the following criteria:

  • Completed ALL of the training assignments. For a complete list, please see Interactive Training Path - Owners and Managers.
  • Created all commonly used Machines, Parts, and Modifiers
  • Adjusted and tested pricing with practice Orders and Estimates
  • Trained staff and allowed them to enter test Orders

If everything above is completed, then you are ready to Go Live and should proceed to schedule your Go Live. 


Note: If you haven't completed the above criteria or still have questions about the Go Live process feel free to reach out to us at training@corebridge.net



Table of Contents



Scheduling Your Go Live


1. Click on this link to schedule your Go Live.

2. Online Questionnaire - The above link directs you to an online questionnaire where you can tell us if you need anything removed or imported. 

3. The CoreBridge team will perform any necessary procedures during the nightly maintenance window.

4. The Support Team will notify you the MORNING of your Go Live date when your system is ready.


Importing Customers and Order History


CoreBridge offers a fee-based import service to import your Customer data from your old system. As part of that service, you also have the option to include your Order data for import.

  • Customers: As part of your Go Live, we can import your Customers into CoreBridge. To request this, simply answer the related question in the Go Live Questionnaire.
  • Order History: The optional Order import takes place after your Go Live. Before we can complete the import, all Orders in your previous system must be closed and paid in full.

Note:  The imported Orders will be for reference only and cannot be edited or cloned within CoreBridge.



Important Information

  • Once you've submitted your Go Live questionnaire, a support agent will provide you with instructions for how to export your data and a web-based upload link.

  • Your dataset being imported will need to be uploaded to the CoreBridge Upload Folder no later than 4:00 pm Mountain Time three business days prior to your Go Live date. 

  • We highly recommend that the data folder is sent early enough for us to verify that the data is intact and importable. 

Note: Failure to upload the data on time may result in a delay.

Note: If you need help extracting your information, please contact our Support Team at support.corebridge.net.



After Go Live


  • Input all NEW Orders, Estimates, and Customers in CoreBridge.
  • Any EXISTING order in your OLD system that has entered the production workflow will continue to be run in your old system until it is completed and paid in full. Once ALL orders in your OLD system are closed out, you'll no longer need to maintain it.
  • Complete the Reconciliation Training, lesson 24, in the Interactive Training Path and schedule your First Sync meeting with a CoreBridge Accounting Specialist by contacting support@corebridge.net.
    Note: you can NOT schedule your First Sync before going live. 
  • For more information regarding Syncing between CoreBridge and your Accounting Software, please see Accounting in CoreBridge.
  • You can attend the weekly open Q&A sessions at any time while completing your Interactive Training Path. Join as many sessions as you’d like to ask questions and get personalized guidance.