Release Notes: August 2nd, 2021

An update was released to the CoreBridge API. Following are release notes related to new endpoints, changes to existing endpoints, and bug fixes. If you have questions, please contact our support department for assistance through our support site here or by emailing

New Endpoints

  • POST - ExCustomer/CreateCustomer_v2
    This is an early release of a new endpoint for creating customers that is still undergoing additional updates. Currently, you can create a customer record with a billing address, phone, fax, other number, website, with industry, origination, and account type when specifying the ids, however, there are still a few functions that will be added in the near future such as: 
    • Ability to create the Customer Location (Address) along with Salescenter/Tax Group.
    • Ability to create the Primary/Billing contact. 
    • Ability to set the Salesperson, Payment Terms, Credit Limit, Customer Type along with creation of Notes & Flags.

  • POST - ExCustomer/UpdateCustomer_v2
    This is an early release of the update endpoint that accompanies the CreateCustomer_v2 endpoint. This is also still undergoing additional updates.