This article explains the process for setting up your CoreBridge Accounting Sync, which connects CoreBridge to your accounting software. For more information on accounting, please see Accounting in CoreBridge - FAQ.


Note: You must be live before you can begin syncing your CoreBridge system to your accounting system. For more information, please see System Setup Checklist.



Table of Contents



Syncing Setup Steps


The accounting sync is customized for each center and requires specific setup steps to ensure proper configuration between CoreBridge and your accounting software. It cannot be activated without following the required setup process.

 

1. Contact Support - Start Setup Process

After your Go Live, a CoreBridge Support representative will contact you by email to begin the accounting sync setup process. If you haven’t been contacted within three business days, please submit a support ticket with the subject line “Need help setting up accounting sync.”


2. Answer Questions

The email you receive after your Go Live includes a linked form that must be completed in full and with accurate details. This information is essential for properly provisioning your CoreBridge system. Once the completed form is received, our team will configure your system based on your sync type and send you an email with detailed setup instructions. These instructions must be followed exactly to ensure the sync functions correctly. If you do not see the setup email in your inbox, please check your spam folder or contact CoreBridge Support for assistance.


3. Complete Setup

You or your bookkeeper/accountant will need to complete all of the setup steps outlined in the setup article. A critical step is ensuring that the G/L accounts in CoreBridge match those in your accounting software. If you’d like assistance, our team is happy to schedule a meeting to walk through the setup process - be sure to include your bookkeeper or accountant in that meeting.



Best Practices



Accounting in CoreBridge - FAQ

Reconciliations - Completing, Viewing, Reporting

System Setup Checklist

Taking Over an Existing System - A Financial Perspective